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

Evelyn Partners 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 Q1	$403K	Sell	9,040 -1,500	-14%	-$69.7K	0.01%	170
2025 Q4	$433K	Buy	10,540 +540	+5%	+$21.4K	0.01%	168
2025 Q3	$368K	Sell	10,000 -1,815	-15%	-$59.9K	0.01%	172
2025 Q2	$373K	Buy	11,815 +1,815	+18%	+$56.9K	0.01%	170
2025 Q1	$298K	Hold	10,000	–	–	0.01%	176
2024 Q4	$251K	Buy	+10,000	New	+$254K	0.01%	183

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

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

Evelyn Partners Investment Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q1 2026, selling an estimated $69.7K and leaving 9,040 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #170.

Evelyn Partners Investment Management first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Evelyn Partners Investment Management held 9,040 shares of abrdn Physical Gold Shares ETF worth $403K as of Q1 2026.
Evelyn Partners Investment Management sold 1,500 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $69.7K.
abrdn Physical Gold Shares ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #170 holding.
Evelyn Partners Investment Management 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's abrdn Physical Gold Shares ETF position peaked at $433K in Q4 2025.
486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

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