Curtis Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Curtis Advisory 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 Q1	$436K	Buy	9,780 +20	+0.2%	+$929	0.09%	94
2025 Q4	$401K	Hold	9,760	–	–	0.08%	95
2025 Q3	$359K	Hold	9,760	–	–	0.08%	90
2025 Q2	$308K	Buy	9,760 +300	+3%	+$9.4K	0.08%	90
2025 Q1	$282K	Hold	9,460	–	–	0.08%	88
2024 Q4	$237K	Hold	9,460	–	–	0.06%	89
2024 Q3	$238K	Hold	9,460	–	–	0.07%	91
2024 Q2	$210K	Sell	9,460 -240	-2%	-$5.36K	0.07%	89
2024 Q1	$206K	Buy	+9,700	New	+$192K	0.08%	94
2021 Q4	–	Sell	-13,700	Closed	-$231K	–	85
2021 Q3	$231K	Sell	13,700 -488	-3%	-$8.38K	0.08%	69
2021 Q2	$241K	Sell	14,188 -7,916	-36%	-$138K	0.1%	65
2021 Q1	$363K	Buy	22,104 +8,500	+62%	+$146K	0.16%	54
2020 Q4	$249K	Buy	+13,604	New	+$245K	0.12%	61

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Curtis Advisory Group's SGOL Position: Q1 2026 in Review

Curtis Advisory Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.2% in Q1 2026, buying an estimated $929 and bringing the position to 9,780 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #94.

Curtis Advisory Group first reported a position in SGOL in Q4 2020 and has held it in 13 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Curtis Advisory Group held 9,780 shares of abrdn Physical Gold Shares ETF worth $436K as of Q1 2026.
Curtis Advisory Group bought 20 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $929.
abrdn Physical Gold Shares ETF made up 0.09% of Curtis Advisory Group's portfolio in Q1 2026, its #94 holding.
Curtis Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 13 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.