DWM
SGOL icon

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
Q2 		$316K Hold
8,277
– – 0.09% 116
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 $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Darwin Wealth Management's SGOL Position: Q2 2026 in Review

Darwin Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 8,277 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #116.

Darwin Wealth Management first reported a position in SGOL in Q2 2016 and has held it in 28 quarters since. The position peaked at $31.1M in Q3 2021. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Darwin Wealth Management held 8,277 shares of abrdn Physical Gold Shares ETF worth $316K as of Q2 2026.
  • Darwin Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.09% of Darwin Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Darwin Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2016 and has held it in 28 quarters since.
  • Darwin Wealth Management's abrdn Physical Gold Shares ETF position peaked at $31.1M in Q3 2021.
  • 465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.