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

Cypress 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 Q2	$492K	Hold	12,875	–	–	0.38%	66
2026 Q1	$574K	Hold	12,875	–	–	0.44%	61
2025 Q4	$529K	Hold	12,875	–	–	0.39%	59
2025 Q3	$474K	Hold	12,875	–	–	0.35%	59
2025 Q2	$406K	Sell	12,875 -300	-2%	-$9.4K	0.32%	58
2025 Q1	$393K	Hold	13,175	–	–	0.36%	51
2024 Q4	$330K	Buy	+13,175	New	+$335K	0.3%	52

Other funds holding SGOL

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

FWA

Fulcrum Wealth Advisors Bellevue, Washington $131M AUM

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Cypress Advisory Group's SGOL Position: Q2 2026 in Review

Cypress Advisory Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 12,875 shares worth $492K. The position accounts for 0.38% of the portfolio, ranked #66.

Cypress Advisory Group first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q1 2026. 99 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Cypress Advisory Group held 12,875 shares of abrdn Physical Gold Shares ETF worth $492K as of Q2 2026.
Cypress Advisory Group left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.38% of Cypress Advisory Group's portfolio in Q2 2026, its #66 holding.
Cypress Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's abrdn Physical Gold Shares ETF position peaked at $574K in Q1 2026.
99 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.