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Cooper Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cooper Financial Group’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
Q3 		$2.36M Buy
59,757
+25,441
+74% +$1.03M 0.19% 94
2026
Q2 		$1.31M Buy
34,316
+2,790
+9% +$120K 0.11% 135
2026
Q1 		$1.41M Buy
+31,526
New +$1.46M 0.14% 119

Other funds holding SGOL

TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Cooper Financial Group's SGOL Position: Q3 2026 in Review

Cooper Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 74% in Q3 2026, buying an estimated $1.03M and bringing the position to 59,757 shares worth $2.36M. The position accounts for 0.19% of the portfolio, ranked #94.

Cooper Financial Group first reported a position in SGOL in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Cooper Financial Group held 59,757 shares of abrdn Physical Gold Shares ETF worth $2.36M as of Q3 2026.
  • Cooper Financial Group bought 25,441 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $1.03M.
  • abrdn Physical Gold Shares ETF made up 0.19% of Cooper Financial Group's portfolio in Q3 2026, its #94 holding.
  • Cooper Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.