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

Fiduciary Financial Group’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	$2.66M	Sell	69,696 -1,284	-2%	-$55.2K	0.3%	53
2026 Q1	$3.17M	Sell	70,980 -4,452	-6%	-$207K	0.42%	43
2025 Q4	$3.1M	Sell	75,432 -1,940	-3%	-$76.8K	0.44%	41
2025 Q3	$2.85M	Sell	77,372 -2,689	-3%	-$88.7K	0.45%	41
2025 Q2	$2.55M	Sell	80,061 -3,022	-4%	-$94.7K	0.46%	43
2025 Q1	$2.51M	Sell	83,083 -3,334	-4%	-$91.2K	0.55%	36
2024 Q4	$2.22M	Buy	86,417 +2,366	+3%	+$60.1K	0.49%	40
2024 Q3	$2.1M	Sell	84,051 -9,910	-11%	-$235K	0.48%	40
2024 Q2	$2.22M	Buy	+93,961	New	+$2.1M	0.54%	39

Other funds holding SGOL

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Clear Retirement Advice San Mateo, California $146M AUM

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return