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Consolidated Portfolio Review Corp’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-11,700
Closed -$431K – 333
2025
Q3 		$431K Hold
11,700
– – 0.05% 295
2025
Q2 		$369K Hold
11,700
– – 0.05% 306
2025
Q1 		$349K Buy
11,700
+700
+6% +$19.1K 0.06% 277
2024
Q4 		$276K Buy
+11,000
New +$279K 0.04% 314

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Consolidated Portfolio Review Corp's SGOL Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 11,700 shares — an estimated $431K sold.

Consolidated Portfolio Review Corp first reported a position in SGOL in Q4 2024 and held it in 4 quarters. The position peaked at $431K in Q3 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 11,700 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $431K.
  • Consolidated Portfolio Review Corp first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's abrdn Physical Gold Shares ETF position peaked at $431K in Q3 2025.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.