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

Elite Financial’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	$1.53M	Sell	40,001 -1,000	-2%	-$43K	0.62%	20
2026 Q1	$1.83M	Buy	41,001 +150	+0.4%	+$6.96K	0.82%	19
2025 Q4	$1.68M	Buy	40,851 +1,000	+3%	+$39.6K	0.76%	20
2025 Q3	$1.56M	Buy	39,851 +950	+2%	+$31.4K	0.72%	19
2025 Q2	$1.25M	Sell	38,901 -2,717	-7%	-$85.2K	0.62%	23
2025 Q1	$1.24M	Hold	41,618	–	–	0.66%	21
2024 Q4	$1.04M	Buy	+41,618	New	+$1.06M	0.56%	22

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 $104B AUM 28.3% 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

Elite Financial's SGOL Position: Q2 2026 in Review

Elite Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 2.4% in Q2 2026, selling an estimated $43K and leaving 40,001 shares worth $1.53M. The position accounts for 0.62% of the portfolio, ranked #20.

Elite Financial first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Elite Financial held 40,001 shares of abrdn Physical Gold Shares ETF worth $1.53M as of Q2 2026.
Elite Financial sold 1,000 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $43K.
abrdn Physical Gold Shares ETF made up 0.62% of Elite Financial's portfolio in Q2 2026, its #20 holding.
Elite Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's abrdn Physical Gold Shares ETF position peaked at $1.83M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.