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

Everstar 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	$218K	Sell	4,883 -1,390	-22%	-$64.5K	0.12%	163
2025 Q4	$258K	Sell	6,273 -263	-4%	-$10.4K	0.14%	152
2025 Q3	$241K	Hold	6,536	–	–	0.14%	156
2025 Q2	$206K	Sell	6,536 -2,139	-25%	-$67K	0.13%	172
2025 Q1	$259K	Sell	8,675 -2,600	-23%	-$71.1K	0.17%	147
2024 Q4	$282K	Sell	11,275 -500	-4%	-$12.7K	0.2%	138
2024 Q3	$296K	Buy	+11,775	New	+$279K	0.2%	135

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 $592M AUM 25.27% 1-Year Est. Return

Everstar Asset Management's SGOL Position: Q1 2026 in Review

Everstar Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 22% in Q1 2026, selling an estimated $64.5K and leaving 4,883 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #163.

Everstar Asset Management first reported a position in SGOL in Q3 2024 and has held it in 7 quarters since. The position peaked at $296K in Q3 2024. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Everstar Asset Management held 4,883 shares of abrdn Physical Gold Shares ETF worth $218K as of Q1 2026.
Everstar Asset Management sold 1,390 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $64.5K.
abrdn Physical Gold Shares ETF made up 0.12% of Everstar Asset Management's portfolio in Q1 2026, its #163 holding.
Everstar Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's abrdn Physical Gold Shares ETF position peaked at $296K in Q3 2024.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.