Eagle Bay Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Eagle Bay 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	$638K	Buy	16,691 +1,650	+11%	+$70.9K	0.48%	49
2026 Q1	$671K	Sell	15,041 -1,710	-10%	-$79.4K	0.59%	39
2025 Q4	$688K	Buy	+16,751	New	+$663K	0.5%	37
2025 Q1	–	Sell	-4,200	Closed	-$105K	–	806
2024 Q4	$105K	Hold	4,200	–	–	0.07%	199
2024 Q3	$106K	Sell	4,200 -600	-13%	-$14.2K	0.04%	272
2024 Q2	$107K	Hold	4,800	–	–	0.06%	200
2024 Q1	$102K	Hold	4,800	–	–	0.06%	206
2023 Q4	$94.8K	Hold	4,800	–	–	0.06%	216
2023 Q3	$84.9K	Hold	4,800	–	–	0.04%	288
2023 Q2	$88.2K	Hold	4,800	–	–	0.05%	243
2023 Q1	$90.6K	Hold	4,800	–	–	0.05%	268
2022 Q4	$83.9K	Hold	4,800	–	–	0.05%	272
2022 Q3	$76K	Hold	4,800	–	–	0.05%	256
2022 Q2	$83.2K	Buy	+4,800	New	+$86.2K	0.05%	242
2022 Q1	–	Sell	-5,000	Closed	-$88K	–	849
2021 Q4	$88K	Hold	5,000	–	–	0.06%	214
2021 Q3	$84K	Hold	5,000	–	–	0.05%	288
2021 Q2	$85K	Buy	+5,000	New	+$87.1K	0.07%	186

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

Eagle Bay Advisors's SGOL Position: Q2 2026 in Review

Eagle Bay Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q2 2026, buying an estimated $70.9K and bringing the position to 16,691 shares worth $638K. The position accounts for 0.48% of the portfolio, ranked #49.

Eagle Bay Advisors first reported a position in SGOL in Q2 2021 and has held it in 17 quarters since. The position peaked at $688K in Q4 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Eagle Bay Advisors held 16,691 shares of abrdn Physical Gold Shares ETF worth $638K as of Q2 2026.
Eagle Bay Advisors bought 1,650 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $70.9K.
abrdn Physical Gold Shares ETF made up 0.48% of Eagle Bay Advisors's portfolio in Q2 2026, its #49 holding.
Eagle Bay Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2021 and has held it in 17 quarters since.
Eagle Bay Advisors's abrdn Physical Gold Shares ETF position peaked at $688K in Q4 2025.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.