EP Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

EP Wealth Advisors’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	$4.27M	Buy	+111,678	New	+$4.8M	0.02%	412

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

AIP

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

EP Wealth Advisors's SGOL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 111,678 shares worth $4.27M. The stake represents 0.02% of the portfolio and ranks #412 among its holdings.

462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

EP Wealth Advisors held 111,678 shares of abrdn Physical Gold Shares ETF worth $4.27M as of Q2 2026.
abrdn Physical Gold Shares ETF was a new EP Wealth Advisors position in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #412 holding.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.