Concurrent Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Concurrent Investment Advisors’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Buy	12,872 +1,400	+12%	+$60.2K	﹤0.01%	1411
2026 Q1	$512K	Sell	11,472 -480	-4%	-$22.3K	0.01%	1203
2025 Q4	$491K	Hold	11,952	–	–	0.01%	1153
2025 Q3	$440K	Sell	11,952 -9,600	-45%	-$317K	0.01%	966
2025 Q2	$680K	Buy	21,552 +9,600	+80%	+$301K	0.01%	740
2025 Q1	$356K	Sell	11,952 -30	-0.3%	-$821	0.01%	847
2024 Q4	$300K	Hold	11,982	–	–	0.01%	832
2024 Q3	$301K	Sell	11,982 -3,180	-21%	-$75.3K	0.01%	781
2024 Q2	$337K	Hold	15,162	–	–	0.01%	706
2024 Q1	$322K	Hold	15,162	–	–	0.01%	656
2023 Q4	$299K	Buy	+15,162	New	+$287K	0.01%	652

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Concurrent Investment Advisors's SGOL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 12% in Q2 2026, buying an estimated $60.2K and bringing the position to 12,872 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Concurrent Investment Advisors first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $680K in Q2 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Concurrent Investment Advisors held 12,872 shares of abrdn Physical Gold Shares ETF worth $492K as of Q2 2026.
Concurrent Investment Advisors bought 1,400 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $60.2K.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1411 holding.
Concurrent Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $680K in Q2 2025.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.