Envision Financial Transparency’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Envision Financial Transparency’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	$494K	Buy	+11,074	New	+$514K	0.48%	30

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Envision Financial Transparency's SGOL Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q1 2026: 11,074 shares worth $494K. The stake represents 0.48% of the portfolio and ranks #30 among its holdings.

488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Envision Financial Transparency held 11,074 shares of abrdn Physical Gold Shares ETF worth $494K as of Q1 2026.
abrdn Physical Gold Shares ETF was a new Envision Financial Transparency position in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.48% of Envision Financial Transparency's portfolio in Q1 2026, its #30 holding.
488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.