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

Elevated 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	$226K	Hold	5,917	–	–	0.06%	240
2026 Q1	$264K	Sell	5,917 -223	-4%	-$10.4K	0.07%	229
2025 Q4	$252K	Hold	6,140	–	–	0.06%	246
2025 Q3	$226K	Sell	6,140 -1,130	-16%	-$37.3K	0.06%	254
2025 Q2	$217K	Hold	7,270	–	–	0.06%	247
2025 Q1	$217K	Buy	+7,270	New	+$199K	0.06%	247
2024 Q4	–	Sell	-47,114	Closed	-$1.18M	–	274
2024 Q3	$1.18M	Sell	47,114 -104,809	-69%	-$2.48M	0.31%	84
2024 Q2	$3.38M	Sell	151,923 -306	-0.2%	-$6.83K	0.95%	24
2024 Q1	$3.23M	Buy	152,229 +11,798	+8%	+$234K	0.93%	28
2023 Q4	$2.77M	Sell	140,431 -2,993	-2%	-$56.6K	0.87%	35
2023 Q3	$2.54M	Buy	143,424 +1,784	+1%	+$32.9K	0.86%	35
2023 Q2	$2.6M	Buy	+141,640	New	+$2.68M	0.87%	31
2021 Q1	–	Sell	-48,793	Closed	-$892K	–	172
2020 Q4	$892K	Sell	48,793 -1,577	-3%	-$28.5K	0.39%	82
2020 Q3	$907K	Sell	50,370 -1,402	-3%	-$25.8K	0.42%	80
2020 Q2	$968K	Buy	+51,772	New	+$855K	0.45%	78
2019 Q1	$858K	Buy	+516,880	New	+$6.5M	0.57%	53

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

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

Elevated Capital Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 5,917 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #240.

Elevated Capital Advisors first reported a position in SGOL in Q1 2019 and has held it in 16 quarters since. The position peaked at $3.38M in Q2 2024. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Elevated Capital Advisors held 5,917 shares of abrdn Physical Gold Shares ETF worth $226K as of Q2 2026.
Elevated Capital Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.06% of Elevated Capital Advisors's portfolio in Q2 2026, its #240 holding.
Elevated Capital Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2019 and has held it in 16 quarters since.
Elevated Capital Advisors's abrdn Physical Gold Shares ETF position peaked at $3.38M in Q2 2024.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

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