Creative Financial Designs’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Creative Financial Designs’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	$7.53K	Hold	197	–	–	﹤0.01%	1591
2026 Q1	$8.79K	Hold	197	–	–	﹤0.01%	1447
2025 Q4	$8.09K	Hold	197	–	–	﹤0.01%	1403
2025 Q3	$7.25K	Hold	197	–	–	﹤0.01%	1439
2025 Q2	$6.21K	Buy	+197	New	+$6.17K	﹤0.01%	1468
2022 Q1	–	Sell	-700	Closed	-$12.6K	–	1313
2021 Q4	$12K	Buy	+700	New	+$12.1K	﹤0.01%	866

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 $104B AUM 28.3% 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

Creative Financial Designs's SGOL Position: Q2 2026 in Review

Creative Financial Designs held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 197 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Creative Financial Designs first reported a position in SGOL in Q4 2021 and has held it in 6 quarters since. The position peaked at $12K in Q4 2021. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Creative Financial Designs held 197 shares of abrdn Physical Gold Shares ETF worth $7.53K as of Q2 2026.
Creative Financial Designs left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1591 holding.
Creative Financial Designs first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 6 quarters since.
Creative Financial Designs's abrdn Physical Gold Shares ETF position peaked at $12K in Q4 2021.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.