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	0.48%	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

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 $104B AUM 28.3% 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

Fiduciary Financial Group's SGOL Position: Q2 2026 in Review

Fiduciary Financial Group reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.8% in Q2 2026, selling an estimated $55.2K and leaving 69,696 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #53.

Fiduciary Financial Group first reported a position in SGOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.17M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Fiduciary Financial Group held 69,696 shares of abrdn Physical Gold Shares ETF worth $2.66M as of Q2 2026.
Fiduciary Financial Group sold 1,284 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $55.2K.
abrdn Physical Gold Shares ETF made up 0.3% of Fiduciary Financial Group's portfolio in Q2 2026, its #53 holding.
Fiduciary Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's abrdn Physical Gold Shares ETF position peaked at $3.17M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.