FIG Financial Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

FIG Financial Advisory Services’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	–	Sell	-50,474	Closed	-$2.25M	–	102
2026 Q1	$2.25M	Sell	50,474 -3,166	-6%	-$147K	1.41%	8
2025 Q4	$2.2M	Sell	53,640 -40,290	-43%	-$1.59M	1.4%	12
2025 Q3	$3.46M	Buy	93,930 +5,716	+6%	+$189K	2.17%	6
2025 Q2	$2.78M	Buy	88,214 +14,989	+20%	+$470K	1.86%	8
2025 Q1	$2.18M	Sell	73,225 -10,344	-12%	-$283K	1.54%	11
2024 Q4	$2.09M	Buy	+83,569	New	+$2.12M	1.42%	12

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

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 $103B AUM 28.65% 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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

FIG Financial Advisory Services's SGOL Position: Q2 2026 in Review

FIG Financial Advisory Services sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 50,474 shares — an estimated $2.25M sold.

FIG Financial Advisory Services first reported a position in SGOL in Q4 2024 and held it in 6 quarters. The position peaked at $3.46M in Q3 2025. 440 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

FIG Financial Advisory Services reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 50,474 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $2.25M.
FIG Financial Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and held it in 6 quarters.
FIG Financial Advisory Services's abrdn Physical Gold Shares ETF position peaked at $3.46M in Q3 2025.
440 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.