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Empowered Funds’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-89,264
Closed -$1.56M – 682
2022
Q4 		$1.56M Buy
+89,264
New +$1.48M 0.1% 207

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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Empowered Funds's SGOL Position: Q2 2026 in Review

Empowered Funds opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 164,705 shares worth $6.3M. The stake represents 0.03% of the portfolio and ranks #605 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SGOL as recently as Q1 2025.

Empowered Funds first reported a position in SGOL in Q4 2021 and has held it in 11 quarters since. The position peaked at $15.9M in Q3 2024. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Empowered Funds held 164,705 shares of abrdn Physical Gold Shares ETF worth $6.3M as of Q2 2026.
  • abrdn Physical Gold Shares ETF was a new Empowered Funds position in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #605 holding.
  • Empowered Funds first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 11 quarters since.
  • Empowered Funds's abrdn Physical Gold Shares ETF position peaked at $15.9M in Q3 2024.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.