Essex Financial Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Essex Financial Services’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	$467K	Sell	10,470 -831	-7%	-$38.6K	0.03%	477
2025 Q4	$464K	Sell	11,301 -294	-3%	-$11.6K	0.03%	458
2025 Q3	$427K	Hold	11,595	–	–	0.03%	471
2025 Q2	$366K	Hold	11,595	–	–	0.02%	489
2025 Q1	$346K	Hold	11,595	–	–	0.02%	465
2024 Q4	$290K	Hold	11,595	–	–	0.02%	497
2024 Q3	$304K	Hold	11,595	–	–	0.02%	497
2024 Q2	$268K	Buy	+11,595	New	+$259K	0.02%	515
2022 Q3	–	Sell	-69,330	Closed	-$1.2M	–	483
2022 Q2	$1.2M	Hold	69,330	–	–	0.13%	147
2022 Q1	$1.29M	Hold	69,330	–	–	0.12%	168
2021 Q4	$1.22M	Sell	69,330 -2,673	-4%	-$46.1K	0.12%	173
2021 Q3	$1.21M	Buy	72,003 +2,673	+4%	+$45.9K	0.14%	159
2021 Q2	$1.18M	Buy	+69,330	New	+$1.21M	0.17%	128
2014 Q4	–	Sell	-29,000	Closed	-$344K	–	329
2014 Q3	$344K	Buy	+29,000	New	+$365K	0.1%	207

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

Essex Financial Services's SGOL Position: Q1 2026 in Review

Essex Financial Services reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 7.4% in Q1 2026, selling an estimated $38.6K and leaving 10,470 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #477.

Essex Financial Services first reported a position in SGOL in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2022. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Essex Financial Services held 10,470 shares of abrdn Physical Gold Shares ETF worth $467K as of Q1 2026.
Essex Financial Services sold 831 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $38.6K.
abrdn Physical Gold Shares ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #477 holding.
Essex Financial Services first reported a position in abrdn Physical Gold Shares ETF in Q3 2014 and has held it in 14 quarters since.
Essex Financial Services's abrdn Physical Gold Shares ETF position peaked at $1.29M in Q1 2022.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.