Equitable Holdings’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Equitable Holdings’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	$1.28M	Sell	33,560 -7,019	-17%	-$302K	0.01%	906
2026 Q1	$1.67M	Sell	40,579 -81,996	-67%	-$3.81M	0.01%	799
2025 Q4	$5.04M	Sell	122,575 -15,317	-11%	-$606K	0.03%	373
2025 Q3	$5.08M	Buy	137,892 +5,577	+4%	+$184K	0.04%	347
2025 Q2	$4.17M	Buy	132,315 +6,302	+5%	+$198K	0.03%	372
2025 Q1	$3.76M	Buy	126,013 +20,276	+19%	+$555K	0.04%	353
2024 Q4	$2.65M	Buy	105,737 +520	+0.5%	+$13.2K	0.03%	414
2024 Q3	$2.64M	Buy	105,217 +7,346	+8%	+$174K	0.03%	416
2024 Q2	$2.17M	Buy	97,871 +18,446	+23%	+$412K	0.02%	434
2024 Q1	$1.69M	Buy	79,425 +1,030	+1%	+$20.4K	0.02%	495
2023 Q4	$1.55M	Buy	78,395 +49,800	+174%	+$942K	0.02%	477
2023 Q3	$506K	Buy	28,595 +3,536	+14%	+$65.2K	0.01%	712
2023 Q2	$460K	Buy	+25,059	New	+$474K	0.01%	724

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 $104B AUM 28.3% 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

Equitable Holdings's SGOL Position: Q2 2026 in Review

Equitable Holdings reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 17% in Q2 2026, selling an estimated $302K and leaving 33,560 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #906.

Equitable Holdings first reported a position in SGOL in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.08M in Q3 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Equitable Holdings held 33,560 shares of abrdn Physical Gold Shares ETF worth $1.28M as of Q2 2026.
Equitable Holdings sold 7,019 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $302K.
abrdn Physical Gold Shares ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #906 holding.
Equitable Holdings first reported a position in abrdn Physical Gold Shares ETF in Q2 2023 and has held it in 13 quarters since.
Equitable Holdings's abrdn Physical Gold Shares ETF position peaked at $5.08M in Q3 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.