Evelyn Partners Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Evelyn Partners Asset 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	$8.11M	Sell	181,793 -20,537	-10%	-$954K	2%	16
2025 Q4	$8.31M	Sell	202,330 -6,630	-3%	-$262K	1.95%	17
2025 Q3	$7.69M	Buy	208,960 +10,255	+5%	+$338K	1.74%	21
2025 Q2	$6.27M	Sell	198,705 -8,812	-4%	-$276K	1.59%	22
2025 Q1	$6.19M	Buy	207,517 +92,599	+81%	+$2.53M	1.72%	20
2024 Q4	$2.88M	Buy	+114,918	New	+$2.92M	0.77%	37

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Evelyn Partners Asset Management's SGOL Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 10% in Q1 2026, selling an estimated $954K and leaving 181,793 shares worth $8.11M. The position accounts for 2% of the portfolio, ranked #16.

Evelyn Partners Asset Management first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.31M in Q4 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Evelyn Partners Asset Management held 181,793 shares of abrdn Physical Gold Shares ETF worth $8.11M as of Q1 2026.
Evelyn Partners Asset Management sold 20,537 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $954K.
abrdn Physical Gold Shares ETF made up 2% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #16 holding.
Evelyn Partners Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's abrdn Physical Gold Shares ETF position peaked at $8.31M in Q4 2025.
488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.