DHJJ Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

DHJJ Financial 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	$68.9K	Hold	1,802	–	–	0.02%	364
2026 Q1	$80.4K	Sell	1,802 -309	-15%	-$14.3K	0.03%	315
2025 Q4	$86.7K	Sell	2,111 -1,054	-33%	-$41.7K	0.03%	296
2025 Q3	$117K	Hold	3,165	–	–	0.04%	237
2025 Q2	$99.8K	Hold	3,165	–	–	0.04%	253
2025 Q1	$94.4K	Hold	3,165	–	–	0.04%	229
2024 Q4	$79.3K	Sell	3,165 -835	-21%	-$21.2K	0.03%	247
2024 Q3	$101K	Hold	4,000	–	–	0.04%	217
2024 Q2	$88.9K	Hold	4,000	–	–	0.04%	214
2024 Q1	$85K	Hold	4,000	–	–	0.04%	213
2023 Q4	$79K	Hold	4,000	–	–	0.04%	212
2023 Q3	$70.8K	Buy	+4,000	New	+$73.7K	0.04%	213

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 $103B AUM 28.65% 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

DHJJ Financial Advisors's SGOL Position: Q2 2026 in Review

DHJJ Financial Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 1,802 shares worth $68.9K. The position accounts for 0.02% of the portfolio, ranked #364.

DHJJ Financial Advisors first reported a position in SGOL in Q3 2023 and has held it in 12 quarters since. The position peaked at $117K in Q3 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

DHJJ Financial Advisors held 1,802 shares of abrdn Physical Gold Shares ETF worth $68.9K as of Q2 2026.
DHJJ Financial Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #364 holding.
DHJJ Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $117K in Q3 2025.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.