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 Q2	$12.9M	Buy	337,082 +8,785	+3%	+$378K	5.3%	4
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 $4.41B 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

Cypress Capital Advisors's SGOL Position: Q2 2026 in Review

Cypress Capital Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.7% in Q2 2026, buying an estimated $378K and bringing the position to 337,082 shares worth $12.9M. The position accounts for 5.3% of the portfolio, ranked #4.

Cypress Capital Advisors first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Cypress Capital Advisors held 337,082 shares of abrdn Physical Gold Shares ETF worth $12.9M as of Q2 2026.
Cypress Capital Advisors bought 8,785 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $378K.
abrdn Physical Gold Shares ETF made up 5.3% of Cypress Capital Advisors's portfolio in Q2 2026, its #4 holding.
Cypress Capital Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's abrdn Physical Gold Shares ETF position peaked at $14.6M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.