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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.4M Sell
611,292
-97,406
-14% -$4.19M 0.01% 1333
2026
Q1
$31.6M Sell
708,698
-298,622
-30% -$13.9M 0.01% 1051
2025
Q4
$41.4M Sell
1,007,320
-42,321
-4% -$1.67M 0.01% 830
2025
Q3
$38.6M Buy
1,049,641
+60,661
+6% +$2M 0.01% 887
2025
Q2
$31.2M Sell
988,980
-21,784
-2% -$683K 0.01% 983
2025
Q1
$30.1M Sell
1,010,764
-65,020
-6% -$1.78M 0.01% 944
2024
Q4
$26.9M Sell
1,075,784
-270,582
-20% -$6.88M 0.01% 1009
2024
Q3
$33.8M Buy
1,346,366
+47,842
+4% +$1.13M 0.01% 907
2024
Q2
$28.9M Buy
1,298,524
+38,433
+3% +$858K 0.01% 919
2024
Q1
$26.8M Sell
1,260,091
-57,112
-4% -$1.13M 0.01% 946
2023
Q4
$26M Sell
1,317,203
-53,529
-4% -$1.01M 0.01% 893
2023
Q3
$24.2M Sell
1,370,732
-1,338
-0.1% -$24.7K 0.01% 873
2023
Q2
$25.2M Buy
1,372,070
+1,027,175
+298% +$19.4M 0.01% 818
2023
Q1
$6.51M Sell
344,895
-1,207
-0.3% -$21.9K ﹤0.01% 1509
2022
Q4
$6.05M Buy
346,102
+5,487
+2% +$91K ﹤0.01% 1496
2022
Q3
$5.42M Buy
340,615
+4,783
+1% +$79.1K ﹤0.01% 1473
2022
Q2
$5.82M Buy
335,832
+80,113
+31% +$1.44M ﹤0.01% 1442
2022
Q1
$4.75M Sell
255,719
-546
-0.2% -$9.84K ﹤0.01% 1637
2021
Q4
$4.5M Sell
256,265
-18,441
-7% -$318K ﹤0.01% 1653
2021
Q3
$4.63M Buy
274,706
+29,847
+12% +$513K ﹤0.01% 1599
2021
Q2
$4.16M Buy
244,859
+37,220
+18% +$649K ﹤0.01% 1632
2021
Q1
$3.4M Sell
207,639
-663,137
-76% -$11.4M ﹤0.01% 1634
2020
Q4
$15.9M Sell
870,776
-54,194
-6% -$978K 0.01% 709
2020
Q3
$16.8M Sell
924,970
-14,073
-1% -$259K 0.01% 610
2020
Q2
$16.1M Buy
939,043
+810,811
+632% +$13.4M 0.02% 602
2020
Q1
$1.94M Buy
128,232
+38,993
+44% +$594K ﹤0.01% 1436
2019
Q4
$1.3M Sell
89,239
-1,621
-2% -$23.2K ﹤0.01% 1857
2019
Q3
$1.29M Buy
90,860
+30,030
+49% +$427K ﹤0.01% 1790
2019
Q2
$827K Buy
60,830
+800
+1% +$10.1K ﹤0.01% 2079
2019
Q1
$748K Sell
60,030
-850
-1% -$10.7K ﹤0.01% 2078
2018
Q4
$753K Buy
+60,880
New +$722K ﹤0.01% 1915
2016
Q4
Sell
-164,930
Closed -$2.11M 3297
2016
Q3
$2.11M Buy
164,930
+74,070
+82% +$962K 0.01% 941
2016
Q2
$1.17M Buy
+90,860
New +$1.12M ﹤0.01% 1270
2014
Q4
Sell
-2,350
Closed -$28K 2692
2014
Q3
$28K Hold
2,350
﹤0.01% 1752
2014
Q2
$31K Sell
2,350
-1,980
-46% -$25.1K ﹤0.01% 1615
2014
Q1
$55K Buy
4,330
+1,260
+41% +$16K ﹤0.01% 1327
2013
Q4
$36K Sell
3,070
-31,570
-91% -$395K ﹤0.01% 1327
2013
Q3
$453K Sell
34,640
-4,750
-12% -$62.2K 0.01% 628
2013
Q2
$478K Buy
+39,390
New +$550K 0.01% 593

Other funds holding SGOL

Envestnet Asset Management's SGOL Position: Q2 2026 in Review

Envestnet Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q2 2026, selling an estimated $4.19M and leaving 611,292 shares worth $23.4M. The position accounts for 0.01% of the portfolio, ranked #1333.

Envestnet Asset Management first reported a position in SGOL in Q2 2013 and has held it in 39 quarters since. The position peaked at $41.4M in Q4 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Envestnet Asset Management held 611,292 shares of abrdn Physical Gold Shares ETF worth $23.4M as of Q2 2026.
  • Envestnet Asset Management sold 97,406 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $4.19M.
  • abrdn Physical Gold Shares ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1333 holding.
  • Envestnet Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2013 and has held it in 39 quarters since.
  • Envestnet Asset Management's abrdn Physical Gold Shares ETF position peaked at $41.4M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.