Family Capital Trust’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Family Capital Trust’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	$462K	Hold	12,100	–	–	0.15%	52
2026 Q1	$540K	Hold	12,100	–	–	0.2%	46
2025 Q4	$497K	Sell	12,100 -6,150	-34%	-$243K	0.16%	45
2025 Q3	$672K	Hold	18,250	–	–	0.22%	39
2025 Q2	$576K	Hold	18,250	–	–	0.2%	35
2025 Q1	$544K	Hold	18,250	–	–	0.2%	36
2024 Q4	$457K	Hold	18,250	–	–	0.15%	36
2024 Q3	$458K	Hold	18,250	–	–	0.15%	37
2024 Q2	$405K	Hold	18,250	–	–	0.13%	38
2024 Q1	$387K	Hold	18,250	–	–	0.13%	41
2023 Q4	$360K	Hold	18,250	–	–	0.11%	43
2023 Q3	$323K	Hold	18,250	–	–	0.11%	35
2023 Q2	$335K	Hold	18,250	–	–	0.12%	38
2023 Q1	$344K	Hold	18,250	–	–	0.13%	37
2022 Q4	$319K	Hold	18,250	–	–	0.13%	37
2022 Q3	$291K	Hold	18,250	–	–	0.13%	37
2022 Q2	$316K	Hold	18,250	–	–	0.13%	39
2022 Q1	$339K	Hold	18,250	–	–	0.11%	41
2021 Q4	$320K	Hold	18,250	–	–	0.09%	39
2021 Q3	$307K	Hold	18,250	–	–	0.09%	38
2021 Q2	$310K	Hold	18,250	–	–	0.09%	37
2021 Q1	$299K	Hold	18,250	–	–	0.09%	37
2020 Q4	$333K	Hold	18,250	–	–	0.1%	35
2020 Q3	$331K	Hold	18,250	–	–	0.11%	35
2020 Q2	$313K	Hold	18,250	–	–	0.11%	38
2020 Q1	$277K	Hold	18,250	–	–	0.11%	37
2019 Q4	$267K	Hold	18,250	–	–	0.1%	41
2019 Q3	$259K	Hold	18,250	–	–	0.11%	40
2019 Q2	$248K	Hold	18,250	–	–	0.1%	40
2019 Q1	$227K	Hold	18,250	–	–	0.1%	42
2018 Q4	$226K	Hold	18,250	–	–	0.11%	38
2018 Q3	$210K	Hold	18,250	–	–	0.09%	41
2018 Q2	$221K	Hold	18,250	–	–	0.1%	40
2018 Q1	$234K	Hold	18,250	–	–	0.11%	40
2017 Q4	$230K	Hold	18,250	–	–	0.11%	40
2017 Q3	$226K	Hold	18,250	–	–	0.11%	38
2017 Q2	$220K	Hold	18,250	–	–	0.11%	38
2017 Q1	$225K	Hold	18,250	–	–	0.12%	38
2016 Q4	$204K	Hold	18,250	–	–	0.12%	41
2016 Q3	$234K	Hold	18,250	–	–	0.13%	37
2016 Q2	$235K	Hold	18,250	–	–	0.14%	38
2016 Q1	$219K	Buy	+18,250	New	+$211K	0.13%	40
2015 Q4	–	Sell	-18,250	Closed	-$199K	–	80
2015 Q3	$199K	Hold	18,250	–	–	0.12%	41
2015 Q2	$209K	Hold	18,250	–	–	0.12%	44
2015 Q1	$211K	Hold	18,250	–	–	0.12%	46
2014 Q4	$211K	Hold	18,250	–	–	0.11%	51
2014 Q3	$216K	Hold	18,250	–	–	0.12%	54
2014 Q2	$238K	Hold	18,250	–	–	0.12%	54
2014 Q1	$230K	Hold	18,250	–	–	0.12%	54
2013 Q4	$216K	Hold	18,250	–	–	0.12%	54
2013 Q3	$239K	Sell	18,250 -18,250	-50%	-$239K	0.14%	58
2013 Q2	$443K	Buy	+36,500	New	+$510K	0.28%	49

Other funds holding SGOL

AIP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Family Capital Trust's SGOL Position: Q2 2026 in Review

Family Capital Trust held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 12,100 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #52.

Family Capital Trust first reported a position in SGOL in Q2 2013 and has held it in 52 quarters since. The position peaked at $672K in Q3 2025. 212 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Family Capital Trust held 12,100 shares of abrdn Physical Gold Shares ETF worth $462K as of Q2 2026.
Family Capital Trust left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.15% of Family Capital Trust's portfolio in Q2 2026, its #52 holding.
Family Capital Trust first reported a position in abrdn Physical Gold Shares ETF in Q2 2013 and has held it in 52 quarters since.
Family Capital Trust's abrdn Physical Gold Shares ETF position peaked at $672K in Q3 2025.
212 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.