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Fiduciary Alliance’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Fiduciary Alliance’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 		$11.5M Sell
251,057
-6,580
-3% -$306K 0.69% 33
2025
Q4 		$10.6M Buy
257,637
+47,861
+23% +$1.89M 0.69% 30
2025
Q3 		$7.72M Sell
209,776
-6,747
-3% -$223K 0.52% 46
2025
Q2 		$6.83M Sell
216,523
-10,977
-5% -$344K 0.51% 50
2025
Q1 		$6.78M Buy
227,500
+3,527
+2% +$96.5K 0.67% 37
2024
Q4 		$5.61M Buy
223,973
+3,323
+2% +$84.4K 0.57% 50
2024
Q3 		$5.54M Buy
220,650
+3,119
+1% +$73.8K 0.74% 41
2024
Q2 		$4.84M Buy
217,531
+2,182
+1% +$48.7K 0.79% 37
2024
Q1 		$4.62M Sell
215,349
-8,108
-4% -$161K 0.82% 39
2023
Q4 		$4.41M Buy
223,457
+2,980
+1% +$56.3K 0.87% 34
2023
Q3 		$3.9M Buy
220,477
+7,086
+3% +$131K 0.9% 35
2023
Q2 		$3.92M Buy
213,391
+26,926
+14% +$510K 0.84% 34
2023
Q1 		$3.52M Buy
186,465
+21,649
+13% +$392K 0.88% 37
2022
Q4 		$2.88M Buy
+164,816
New +$2.73M 0.74% 42

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

Fiduciary Alliance's SGOL Position: Q1 2026 in Review

Fiduciary Alliance reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 2.6% in Q1 2026, selling an estimated $306K and leaving 251,057 shares worth $11.5M. The position accounts for 0.69% of the portfolio, ranked #33.

Fiduciary Alliance first reported a position in SGOL in Q4 2022 and has held it in 14 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Fiduciary Alliance held 251,057 shares of abrdn Physical Gold Shares ETF worth $11.5M as of Q1 2026.
  • Fiduciary Alliance sold 6,580 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $306K.
  • abrdn Physical Gold Shares ETF made up 0.69% of Fiduciary Alliance's portfolio in Q1 2026, its #33 holding.
  • Fiduciary Alliance first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 14 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.