Cypress Capital Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cypress Capital Advisors’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	$14.6M	Sell	328,297 -12,048	-4%	-$559K	7.94%	2
2025 Q4	$14M	Sell	340,345 -15,242	-4%	-$603K	7.5%	3
2025 Q3	$13.1M	Buy	355,587 +14,575	+4%	+$481K	7.45%	3
2025 Q2	$10.8M	Buy	341,012 +51,350	+18%	+$1.61M	6.73%	3
2025 Q1	$8.64M	Sell	289,662 -20,226	-7%	-$553K	6%	5
2024 Q4	$7.76M	Buy	+309,888	New	+$7.87M	6.08%	5

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

Cypress Capital Advisors's SGOL Position: Q1 2026 in Review

Cypress Capital Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 3.5% in Q1 2026, selling an estimated $559K and leaving 328,297 shares worth $14.6M. The position accounts for 7.94% of the portfolio, ranked #2.

Cypress Capital Advisors first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Cypress Capital Advisors held 328,297 shares of abrdn Physical Gold Shares ETF worth $14.6M as of Q1 2026.
Cypress Capital Advisors sold 12,048 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $559K.
abrdn Physical Gold Shares ETF made up 7.94% of Cypress Capital Advisors's portfolio in Q1 2026, its #2 holding.
Cypress Capital Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.