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

Crestwood Advisors 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
Q2 		– Sell
-4,952
Closed -$221K – 907
2026
Q1 		$221K Hold
4,952
– – ﹤0.01% 701
2025
Q4 		$203K Buy
+4,952
New +$196K ﹤0.01% 667

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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Crestwood Advisors Group's SGOL Position: Q2 2026 in Review

Crestwood Advisors Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 4,952 shares — an estimated $221K sold.

Crestwood Advisors Group first reported a position in SGOL in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Crestwood Advisors Group reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,952 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $221K.
  • Crestwood Advisors Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and held it in 2 quarters.
  • Crestwood Advisors Group's abrdn Physical Gold Shares ETF position peaked at $221K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.