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

Evelyn Partners’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 		$11M Buy
+286,636
New +$12.3M 0.02% 82

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Evelyn Partners's SGOL Position: Q2 2026 in Review

Evelyn Partners opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 286,636 shares worth $11M. The stake represents 0.02% of the portfolio and ranks #82 among its holdings.

440 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Evelyn Partners held 286,636 shares of abrdn Physical Gold Shares ETF worth $11M as of Q2 2026.
  • abrdn Physical Gold Shares ETF was a new Evelyn Partners position in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.02% of Evelyn Partners's portfolio in Q2 2026, its #82 holding.
  • 440 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.