Corient Private Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Corient Private Wealth’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	$1.06M	Buy	27,673 +4,592	+20%	+$197K	﹤0.01%	1788
2026 Q1	$1.03M	Sell	23,081 -5,041	-18%	-$234K	﹤0.01%	1647
2025 Q4	$1.16M	Buy	28,122 +1,370	+5%	+$54.2K	﹤0.01%	1435
2025 Q3	$985K	Sell	26,752 -5,064	-16%	-$167K	﹤0.01%	1432
2025 Q2	$1M	Buy	31,816 +16,624	+109%	+$521K	﹤0.01%	1364
2025 Q1	$453K	Buy	15,192 +482	+3%	+$13.2K	﹤0.01%	1644
2024 Q4	$368K	Buy	14,710 +722	+5%	+$18.3K	﹤0.01%	1786
2024 Q3	$352K	Buy	13,988 +500	+4%	+$11.8K	﹤0.01%	1940
2024 Q2	$300K	Buy	13,488 +538	+4%	+$12K	﹤0.01%	1913
2024 Q1	$275K	Hold	12,950	–	–	﹤0.01%	1937
2023 Q4	$256K	Buy	+12,950	New	+$245K	﹤0.01%	1951
2023 Q2	–	Sell	-91,650	Closed	-$1.73M	–	2158
2023 Q1	$1.73M	Buy	+91,650	New	+$1.66M	﹤0.01%	893

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 $103B AUM 28.65% 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

Corient Private Wealth's SGOL Position: Q2 2026 in Review

Corient Private Wealth increased its abrdn Physical Gold Shares ETF (SGOL) stake by 20% in Q2 2026, buying an estimated $197K and bringing the position to 27,673 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Corient Private Wealth first reported a position in SGOL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q1 2023. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Corient Private Wealth held 27,673 shares of abrdn Physical Gold Shares ETF worth $1.06M as of Q2 2026.
Corient Private Wealth bought 4,592 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $197K.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1788 holding.
Corient Private Wealth first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and has held it in 12 quarters since.
Corient Private Wealth's abrdn Physical Gold Shares ETF position peaked at $1.73M in Q1 2023.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.