Envestnet Portfolio Solutions
SGOL icon

Envestnet Portfolio Solutions’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Envestnet Portfolio Solutions’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 		$392K Buy
10,244
+427
+4% +$18.3K ﹤0.01% 1078
2026
Q1 		$438K Sell
9,817
-1,813
-16% -$84.2K ﹤0.01% 962
2025
Q4 		$478K Buy
11,630
+601
+5% +$23.8K ﹤0.01% 1081
2025
Q3 		$406K Sell
11,029
-467
-4% -$15.4K ﹤0.01% 1108
2025
Q2 		$363K Sell
11,496
-91,634
-89% -$2.87M ﹤0.01% 1253
2025
Q1 		$3.08M Buy
103,130
+47,593
+86% +$1.3M 0.01% 486
2024
Q4 		$1.39M Buy
55,537
+9,307
+20% +$236K ﹤0.01% 793
2024
Q3 		$1.16M Buy
46,230
+9,814
+27% +$232K ﹤0.01% 844
2024
Q2 		$809K Sell
36,416
-13,021
-26% -$291K ﹤0.01% 937
2024
Q1 		$1.05M Sell
49,437
-5,739
-10% -$114K ﹤0.01% 828
2023
Q4 		$1.09M Sell
55,176
-4,859
-8% -$91.9K ﹤0.01% 772
2023
Q3 		$1.06M Buy
+60,035
New +$1.11M 0.01% 739

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 $103B AUM 28.65% 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

Envestnet Portfolio Solutions's SGOL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its abrdn Physical Gold Shares ETF (SGOL) stake by 4.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 10,244 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Envestnet Portfolio Solutions first reported a position in SGOL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.08M in Q1 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,244 shares of abrdn Physical Gold Shares ETF worth $392K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 427 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $18.3K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1078 holding.
  • Envestnet Portfolio Solutions first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's abrdn Physical Gold Shares ETF position peaked at $3.08M in Q1 2025.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.