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

Evoke Wealth’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	–	Sell	-15,061	Closed	-$672K	–	530
2026 Q1	$672K	Buy	+15,061	New	+$699K	0.01%	349
2024 Q4	–	Sell	-11,936	Closed	-$300K	–	456
2024 Q3	$300K	Hold	11,936	–	–	0.01%	337
2024 Q2	$265K	Hold	11,936	–	–	0.31%	64
2024 Q1	$254K	Hold	11,936	–	–	0.01%	346
2023 Q4	$236K	Hold	11,936	–	–	0.38%	65
2023 Q3	$211K	Buy	+11,936	New	+$220K	0.01%	349

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

Evoke Wealth's SGOL Position: Q2 2026 in Review

Evoke Wealth sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 15,061 shares — an estimated $672K sold.

Evoke Wealth first reported a position in SGOL in Q3 2023 and held it in 6 quarters. The position peaked at $672K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Evoke Wealth reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 15,061 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $672K.
Evoke Wealth first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and held it in 6 quarters.
Evoke Wealth's abrdn Physical Gold Shares ETF position peaked at $672K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.