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

Elevate Capital 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	$776K	Sell	20,310 -8,937	-31%	-$384K	0.43%	43
2026 Q1	$1.31M	Sell	29,247 -20,416	-41%	-$948K	0.84%	35
2025 Q4	$2.04M	Sell	49,663 -7,034	-12%	-$278K	1.35%	27
2025 Q3	$2.09M	Buy	56,697 +8,881	+19%	+$293K	1.46%	32
2025 Q2	$1.51M	Buy	47,816 +14,439	+43%	+$453K	1.2%	43
2025 Q1	$995K	Buy	33,377 +5,075	+18%	+$139K	0.92%	46
2024 Q4	$709K	Buy	+28,302	New	+$719K	0.62%	57

Other funds holding SGOL

LPL Financial San Diego, California $445B AUM 25.58% 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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Elevate Capital Advisors's SGOL Position: Q2 2026 in Review

Elevate Capital Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 31% in Q2 2026, selling an estimated $384K and leaving 20,310 shares worth $776K. The position accounts for 0.43% of the portfolio, ranked #43.

Elevate Capital Advisors first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q3 2025. 285 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Elevate Capital Advisors held 20,310 shares of abrdn Physical Gold Shares ETF worth $776K as of Q2 2026.
Elevate Capital Advisors sold 8,937 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $384K.
abrdn Physical Gold Shares ETF made up 0.43% of Elevate Capital Advisors's portfolio in Q2 2026, its #43 holding.
Elevate Capital Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's abrdn Physical Gold Shares ETF position peaked at $2.09M in Q3 2025.
285 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.