CWM
SGOL icon

Congress Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Congress Wealth Management’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
2025
Q1 		– Sell
-8,144
Closed -$204K – 1114
2024
Q4 		$204K Buy
+8,144
New +$207K ﹤0.01% 856

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Congress Wealth Management's SGOL Position: Q1 2025 in Review

Congress Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2025, closing a stake of 8,144 shares — an estimated $204K sold.

Congress Wealth Management first reported a position in SGOL in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 384 funds tracked by Wall St. Rank hold SGOL as of Q1 2025.

  • Congress Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 8,144 abrdn Physical Gold Shares ETF shares in Q1 2025, an estimated $204K.
  • Congress Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's abrdn Physical Gold Shares ETF position peaked at $204K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.