EverSource Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

EverSource Wealth Advisors’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	$692K	Sell	18,097 -7,715	-30%	-$332K	0.02%	445
2026 Q1	$1.15M	Sell	25,812 -379	-1%	-$17.6K	0.04%	348
2025 Q4	$1.08M	Sell	26,191 -353	-1%	-$14K	0.04%	319
2025 Q3	$977K	Sell	26,544 -757	-3%	-$25K	0.04%	315
2025 Q2	$861K	Sell	27,301 -457	-2%	-$14.3K	0.04%	311
2025 Q1	$828K	Buy	27,758 +15,907	+134%	+$435K	0.05%	280
2024 Q4	$297K	Buy	+11,851	New	+$301K	0.02%	507

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

AIP

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

EverSource Wealth Advisors's SGOL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 30% in Q2 2026, selling an estimated $332K and leaving 18,097 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #445.

EverSource Wealth Advisors first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

EverSource Wealth Advisors held 18,097 shares of abrdn Physical Gold Shares ETF worth $692K as of Q2 2026.
EverSource Wealth Advisors sold 7,715 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $332K.
abrdn Physical Gold Shares ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #445 holding.
EverSource Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $1.15M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.