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Ervin Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Ervin Investment 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
Q2 		$5.85M Buy
153,105
+8,685
+6% +$373K 3.18% 10
2026
Q1 		$6.44M Sell
144,420
-2,460
-2% -$114K 3.77% 8
2025
Q4 		$6.03M Buy
146,880
+2,110
+1% +$83.5K 3.38% 8
2025
Q3 		$5.33M Buy
144,770
+1,660
+1% +$54.8K 3.05% 9
2025
Q2 		$4.51M Buy
143,110
+6,045
+4% +$189K 2.82% 11
2025
Q1 		$4.09M Buy
137,065
+34,680
+34% +$949K 2.76% 10
2024
Q4 		$2.56M Buy
102,385
+23,910
+30% +$608K 1.65% 15
2024
Q3 		$1.97M Buy
78,475
+7,810
+11% +$185K 1.27% 17
2024
Q2 		$1.57M Buy
70,665
+90
+0.1% +$2.01K 1.09% 17
2024
Q1 		$1.5M Buy
70,575
+2,195
+3% +$43.5K 1.05% 20
2023
Q4 		$1.35M Buy
68,380
+2,095
+3% +$39.6K 1.03% 19
2023
Q3 		$1.17M Buy
66,285
+5,420
+9% +$99.9K 0.98% 20
2023
Q2 		$1.12M Buy
60,865
+7,325
+14% +$139K 0.9% 22
2023
Q1 		$1.02M Buy
53,540
+6,370
+14% +$115K 0.89% 22
2022
Q4 		$824K Buy
47,170
+6,720
+17% +$111K 0.75% 23
2022
Q3 		$644K Buy
40,450
+17,650
+77% +$292K 0.64% 23
2022
Q2 		$398K Buy
22,800
+3,350
+17% +$60.2K 0.37% 30
2022
Q1 		$361K Buy
19,450
+1,750
+10% +$31.5K 0.28% 29
2021
Q4 		$311K Buy
+17,700
New +$305K 0.25% 29

Other funds holding SGOL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Ervin Investment Management's SGOL Position: Q2 2026 in Review

Ervin Investment Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 6% in Q2 2026, buying an estimated $373K and bringing the position to 153,105 shares worth $5.85M. The position accounts for 3.18% of the portfolio, ranked #10.

Ervin Investment Management first reported a position in SGOL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.44M in Q1 2026. 142 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Ervin Investment Management held 153,105 shares of abrdn Physical Gold Shares ETF worth $5.85M as of Q2 2026.
  • Ervin Investment Management bought 8,685 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $373K.
  • abrdn Physical Gold Shares ETF made up 3.18% of Ervin Investment Management's portfolio in Q2 2026, its #10 holding.
  • Ervin Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 19 quarters since.
  • Ervin Investment Management's abrdn Physical Gold Shares ETF position peaked at $6.44M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.