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

Evolution Wealth 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 		$8.16K Hold
183
– – 0.01% 545
2025
Q4 		$7.52K Hold
183
– – 0.01% 482
2025
Q3 		$6.74K Hold
183
– – 0.01% 409
2025
Q2 		$5.77K Buy
+183
New +$5.74K 0.01% 436

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Evolution Wealth Management's SGOL Position: Q1 2026 in Review

Evolution Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 183 shares worth $8.16K. The position accounts for 0.01% of the portfolio, ranked #545.

Evolution Wealth Management first reported a position in SGOL in Q2 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Evolution Wealth Management held 183 shares of abrdn Physical Gold Shares ETF worth $8.16K as of Q1 2026.
  • Evolution Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #545 holding.
  • Evolution Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.