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

Cypress Capital’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	$9.76M	Sell	255,306 -5,038	-2%	-$216K	2.64%	8
2026 Q1	$11.6M	Sell	260,344 -58,782	-18%	-$2.73M	3.31%	7
2025 Q4	$13.1M	Sell	319,126 -1,492	-0.5%	-$59K	3.67%	7
2025 Q3	$11.8M	Sell	320,618 -6,993	-2%	-$231K	3.38%	8
2025 Q2	$10.3M	Sell	327,611 -31,555	-9%	-$989K	3%	9
2025 Q1	$10.7M	Sell	359,166 -619	-0.2%	-$16.9K	3.09%	8
2024 Q4	$9.01M	Sell	359,785 -168,929	-32%	-$4.29M	2.58%	8
2024 Q3	$13.3M	Sell	528,714 -113,281	-18%	-$2.68M	3.43%	8
2024 Q2	$14.3M	Sell	641,995 -15,878	-2%	-$355K	3.58%	8
2024 Q1	$14M	Buy	657,873 +17,400	+3%	+$345K	3.82%	7
2023 Q4	$12.6M	Buy	640,473 +25,519	+4%	+$482K	3.6%	7
2023 Q3	$10.9M	Buy	614,954 +639	+0.1%	+$11.8K	3.19%	9
2023 Q2	$11.3M	Buy	614,315 +1,466	+0.2%	+$27.8K	3.24%	8
2023 Q1	$11.6M	Buy	612,849 +9,383	+2%	+$170K	3.62%	8
2022 Q4	$10.5M	Buy	603,466 +6,577	+1%	+$109K	3.31%	8
2022 Q3	$9.5M	Sell	596,889 -12,526	-2%	-$207K	3.35%	8
2022 Q2	$10.6M	Buy	609,415 +16,909	+3%	+$304K	1.5%	16
2022 Q1	$11M	Sell	592,506 -13,502	-2%	-$243K	1.35%	20
2021 Q4	$10.6M	Buy	606,008 +31,658	+6%	+$546K	1.21%	21
2021 Q3	$9.68M	Buy	+574,350	New	+$9.87M	1.23%	20
2021 Q2	–	Sell	-527,505	Closed	-$8.65M	–	103
2021 Q1	$8.65M	Buy	527,505 +23,249	+5%	+$401K	3.53%	6
2020 Q4	$9.22M	Sell	504,256 -20,201	-4%	-$364K	4.18%	6
2020 Q3	$9.57M	Sell	524,457 -7,314	-1%	-$135K	4.44%	6
2020 Q2	$9.12M	Buy	+531,771	New	+$8.78M	4.03%	6
2019 Q4	$3.88M	Buy	265,283 +9,133	+4%	+$130K	1.63%	10
2019 Q3	$3.64M	Sell	256,150 -17,510	-6%	-$249K	1.67%	10
2019 Q2	$3.72M	Buy	+273,660	New	+$3.45M	1.68%	10

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's SGOL Position: Q2 2026 in Review

Cypress Capital reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.9% in Q2 2026, selling an estimated $216K and leaving 255,306 shares worth $9.76M. The position accounts for 2.64% of the portfolio, ranked #8.

Cypress Capital first reported a position in SGOL in Q2 2019 and has held it in 27 quarters since. The position peaked at $14.3M in Q2 2024. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Cypress Capital held 255,306 shares of abrdn Physical Gold Shares ETF worth $9.76M as of Q2 2026.
Cypress Capital sold 5,038 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $216K.
abrdn Physical Gold Shares ETF made up 2.64% of Cypress Capital's portfolio in Q2 2026, its #8 holding.
Cypress Capital first reported a position in abrdn Physical Gold Shares ETF in Q2 2019 and has held it in 27 quarters since.
Cypress Capital's abrdn Physical Gold Shares ETF position peaked at $14.3M in Q2 2024.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

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