Darwin Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Darwin Wealth Management’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	$369K	Sell	8,277 -144	-2%	-$6.69K	0.12%	108
2025 Q4	$346K	Buy	8,421 +200	+2%	+$7.92K	0.11%	112
2025 Q3	$303K	Hold	8,221	–	–	0.1%	119
2025 Q2	$259K	Hold	8,221	–	–	0.09%	116
2025 Q1	$206K	Hold	8,221	–	–	0.07%	130
2024 Q4	$206K	Sell	8,221 -272	-3%	-$6.91K	0.07%	130
2024 Q3	$213K	Buy	+8,493	New	+$201K	0.06%	137
2023 Q4	–	Sell	-205,533	Closed	-$3.64M	–	153
2023 Q3	$3.64M	Sell	205,533 -4,846	-2%	-$89.3K	0.98%	29
2023 Q2	$3.89M	Buy	210,379 +36,160	+21%	+$685K	1%	27
2023 Q1	$3.33M	Sell	174,219 -25,131	-13%	-$455K	0.9%	27
2022 Q4	$3.67M	Sell	199,350 -88,859	-31%	-$1.47M	0.95%	29
2022 Q3	$4.55M	Sell	288,209 -86,890	-23%	-$1.44M	1.14%	26
2022 Q2	$6.33M	Sell	375,099 -901,748	-71%	-$16.2M	1.28%	21
2022 Q1	$23.7M	Sell	1,276,847 -259,141	-17%	-$4.67M	3.9%	4
2021 Q4	$27.1M	Sell	1,535,988 -311,370	-17%	-$5.37M	4.27%	4
2021 Q3	$31.1M	Buy	1,847,358 +468,949	+34%	+$8.06M	4.98%	3
2021 Q2	$23.4M	Sell	1,378,409 -2,377	-0.2%	-$41.4K	3.81%	7
2021 Q1	$22.6M	Buy	1,380,786 +809,547	+142%	+$13.9M	3.95%	4
2020 Q4	$10.4M	Buy	571,239 +50,931	+10%	+$919K	1.96%	11
2020 Q3	$9.44M	Buy	520,308 +76,199	+17%	+$1.4M	2.04%	11
2020 Q2	$7.61M	Buy	444,109 +434,787	+4,664%	+$7.18M	1.94%	15
2020 Q1	$140K	Buy	+9,322	New	+$142K	0.04%	156
2018 Q1	–	Sell	-301,460	Closed	-$3.8M	–	149
2017 Q4	$3.8M	Buy	+301,460	New	+$3.73M	1.63%	14
2017 Q3	–	Sell	-279,440	Closed	-$3.37M	–	120
2017 Q2	$3.37M	Sell	279,440 -18,260	-6%	-$223K	1.86%	15
2017 Q1	$3.6M	Buy	+297,700	New	+$3.53M	2.09%	14
2016 Q4	–	Sell	-256,250	Closed	-$3.29M	–	117
2016 Q3	$3.29M	Buy	256,250 +48,210	+23%	+$626K	2.54%	10
2016 Q2	$2.68M	Buy	+208,040	New	+$2.55M	2.29%	12

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

Darwin Wealth Management's SGOL Position: Q1 2026 in Review

Darwin Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.7% in Q1 2026, selling an estimated $6.69K and leaving 8,277 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #108.

Darwin Wealth Management first reported a position in SGOL in Q2 2016 and has held it in 27 quarters since. The position peaked at $31.1M in Q3 2021. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Darwin Wealth Management held 8,277 shares of abrdn Physical Gold Shares ETF worth $369K as of Q1 2026.
Darwin Wealth Management sold 144 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $6.69K.
abrdn Physical Gold Shares ETF made up 0.12% of Darwin Wealth Management's portfolio in Q1 2026, its #108 holding.
Darwin Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2016 and has held it in 27 quarters since.
Darwin Wealth Management's abrdn Physical Gold Shares ETF position peaked at $31.1M in Q3 2021.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.