Empirical Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Empirical Asset Management’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 Q1	$9.44M	Buy	211,594 +5,623	+3%	+$261K	2.49%	4
2025 Q4	$8.46M	Buy	205,971 +36,578	+22%	+$1.45M	2.39%	3
2025 Q3	$6.24M	Sell	169,393 -27,672	-14%	-$913K	1.73%	6
2025 Q2	$6.22M	Buy	197,065 +2,206	+1%	+$69.1K	1.92%	6
2025 Q1	$5.81M	Buy	194,859 +10,553	+6%	+$289K	1.98%	3
2024 Q4	$4.62M	Sell	184,306 -1,960	-1%	-$49.8K	1.53%	8
2024 Q3	$4.68M	Sell	186,266 -11,796	-6%	-$279K	1.67%	7
2024 Q2	$4.4M	Sell	198,062 -2,564	-1%	-$57.3K	1.66%	6
2024 Q1	$4.26M	Sell	200,626 -3,192	-2%	-$63.2K	2.06%	6
2023 Q4	$4.02M	Sell	203,818 -8,258	-4%	-$156K	3.28%	2
2023 Q3	$3.75M	Sell	212,076 -4,512	-2%	-$83.2K	3.27%	3
2023 Q2	$3.98M	Buy	216,588 +13,007	+6%	+$246K	3.52%	3
2023 Q1	$3.84M	Sell	203,581 -25,216	-11%	-$457K	3.67%	2
2022 Q4	$4M	Sell	228,797 -15,166	-6%	-$251K	4.21%	1
2022 Q3	$3.88M	Sell	243,963 -5,351	-2%	-$88.5K	4.24%	1
2022 Q2	$4.32M	Buy	249,314 +4,669	+2%	+$83.8K	4.56%	1
2022 Q1	$4.55M	Buy	244,645 +37,508	+18%	+$676K	4.32%	1
2021 Q4	$3.64M	Buy	+207,137	New	+$3.57M	3.51%	2

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Empirical Asset Management's SGOL Position: Q1 2026 in Review

Empirical Asset Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.7% in Q1 2026, buying an estimated $261K and bringing the position to 211,594 shares worth $9.44M. The position accounts for 2.49% of the portfolio, ranked #4.

Empirical Asset Management first reported a position in SGOL in Q4 2021 and has held it in 18 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Empirical Asset Management held 211,594 shares of abrdn Physical Gold Shares ETF worth $9.44M as of Q1 2026.
Empirical Asset Management bought 5,623 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $261K.
abrdn Physical Gold Shares ETF made up 2.49% of Empirical Asset Management's portfolio in Q1 2026, its #4 holding.
Empirical Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 18 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.