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

Empirical Wealth 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
2025
Q4 		– Sell
-7,020
Closed -$258K – 969
2025
Q3 		$258K Buy
+7,020
New +$232K 0.01% 671
2025
Q2 		– Sell
-18,850
Closed -$562K – 727
2025
Q1 		$562K Buy
+18,850
New +$516K 0.01% 388

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Empirical Wealth Management's SGOL Position: Q4 2025 in Review

Empirical Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 7,020 shares — an estimated $258K sold.

Empirical Wealth Management first reported a position in SGOL in Q1 2025 and held it in 2 quarters. The position peaked at $562K in Q1 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Empirical Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 7,020 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $258K.
  • Empirical Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's abrdn Physical Gold Shares ETF position peaked at $562K in Q1 2025.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.