EPG Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

EPG Wealth Management’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	$1.12M	Hold	25,208	–	–	0.31%	89
2025 Q4	$1.04M	Hold	25,208	–	–	0.28%	98
2025 Q3	$928K	Hold	25,208	–	–	0.26%	110
2025 Q2	$795K	Hold	25,208	–	–	0.24%	114
2025 Q1	$752K	Hold	25,208	–	–	0.21%	132
2024 Q4	$631K	Hold	25,208	–	–	0.17%	141
2024 Q3	$633K	Buy	+25,208	New	+$597K	0.16%	144
2024 Q2	–	Sell	-25,208	Closed	-$563K	–	160
2024 Q1	$535K	Hold	25,208	–	–	0.13%	164
2023 Q4	$480K	Hold	25,208	–	–	0.13%	164
2023 Q3	$446K	Hold	25,208	–	–	0.13%	156
2023 Q2	$463K	Hold	25,208	–	–	0.14%	152
2023 Q1	$476K	Hold	25,208	–	–	0.15%	143
2022 Q4	$440K	Hold	25,208	–	–	0.17%	115
2022 Q3	$401K	Hold	25,208	–	–	0.16%	122
2022 Q2	$437K	Hold	25,208	–	–	0.19%	112
2022 Q1	$468K	Hold	25,208	–	–	0.16%	118
2021 Q4	$443K	Hold	25,208	–	–	0.16%	126
2021 Q3	$425K	Buy	+25,208	New	+$433K	0.17%	122

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

EPG Wealth Management's SGOL Position: Q1 2026 in Review

EPG Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 25,208 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #89.

EPG Wealth Management first reported a position in SGOL in Q3 2021 and has held it in 18 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

EPG Wealth Management held 25,208 shares of abrdn Physical Gold Shares ETF worth $1.12M as of Q1 2026.
EPG Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.31% of EPG Wealth Management's portfolio in Q1 2026, its #89 holding.
EPG Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2021 and has held it in 18 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.