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SGOL icon

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

CoreCap 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 		$1.16M Buy
30,262
+1,252
+4% +$53.8K 0.03% 356
2026
Q1 		$1.29M Sell
29,010
-11,168
-28% -$519K 0.04% 313
2025
Q4 		$1.65M Buy
40,178
+5,945
+17% +$235K 0.06% 283
2025
Q3 		$1.26M Buy
34,233
+5,052
+17% +$167K 0.05% 321
2025
Q2 		$920K Sell
29,181
-3,420
-10% -$107K 0.04% 369
2025
Q1 		$972K Buy
32,601
+2,356
+8% +$64.5K 0.04% 337
2024
Q4 		$758K Buy
30,245
+4,493
+17% +$114K 0.03% 373
2024
Q3 		$647K Buy
25,752
+13,370
+108% +$316K 0.03% 411
2024
Q2 		$275K Buy
+12,382
New +$277K 0.03% 316
2022
Q1 		– Sell
-685
Closed -$12K – 1810
2021
Q4 		$12K Buy
+685
New +$11.8K ﹤0.01% 1500

Other funds holding SGOL

EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return