ERn Financial LLC’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

ERn Financial LLC’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
2025 Q2	–	Sell	-7,744	Closed	-$231K	–	174
2025 Q1	$231K	Buy	+7,744	New	+$212K	0.04%	169
2024 Q4	–	Sell	-8,479	Closed	-$213K	–	196
2024 Q3	$213K	Buy	+8,479	New	+$201K	0.03%	180

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

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

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

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

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

Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

ERn Financial LLC's SGOL Position: Q2 2025 in Review

ERn Financial LLC sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2025, closing a stake of 7,744 shares — an estimated $231K sold.

ERn Financial LLC first reported a position in SGOL in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2025. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

ERn Financial LLC reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2025 after selling out during the quarter.
ERn Financial LLC sold 7,744 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $231K.
ERn Financial LLC first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and held it in 2 quarters.
ERn Financial LLC's abrdn Physical Gold Shares ETF position peaked at $231K in Q1 2025.
389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.