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

Evelyn Partners Investment Management 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	$2.27M	Sell	50,899 -11,081	-18%	-$515K	0.27%	69
2025 Q4	$2.55M	Buy	61,980 +13,713	+28%	+$543K	0.32%	60
2025 Q3	$1.78M	Buy	48,267 +99	+0.2%	+$3.27K	0.24%	68
2025 Q2	$1.52M	Sell	48,168 -7,355	-13%	-$231K	0.23%	64
2025 Q1	$1.66M	Buy	55,523 +52,666	+1,843%	+$1.44M	0.27%	63
2024 Q4	$71.6K	Buy	+2,857	New	+$72.6K	0.01%	149

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 $103B AUM 28.65% 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 $785M AUM 34.37% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 18% in Q1 2026, selling an estimated $515K and leaving 50,899 shares worth $2.27M. The position accounts for 0.27% of the portfolio, ranked #69.

Evelyn Partners Investment Management Services first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2025. 487 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Evelyn Partners Investment Management Services held 50,899 shares of abrdn Physical Gold Shares ETF worth $2.27M as of Q1 2026.
Evelyn Partners Investment Management Services sold 11,081 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $515K.
abrdn Physical Gold Shares ETF made up 0.27% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #69 holding.
Evelyn Partners Investment Management Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's abrdn Physical Gold Shares ETF position peaked at $2.55M in Q4 2025.
487 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

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