Financial Advocates Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-39,607	Closed	-$1.25M	–	493
2025 Q2	$1.25M	Sell	39,607 -2,032	-5%	-$63.7K	0.1%	190
2025 Q1	$1.24M	Sell	41,639 -3,819	-8%	-$104K	0.09%	235
2024 Q4	$1.14M	Sell	45,458 -1,067	-2%	-$27.1K	0.06%	279
2024 Q3	$1.17M	Sell	46,525 -696	-1%	-$16.5K	0.07%	273
2024 Q2	$1.05M	Sell	47,221 -500	-1%	-$11.2K	0.07%	281
2024 Q1	$1.01M	Buy	47,721 +329	+0.7%	+$6.52K	0.06%	307
2023 Q4	$936K	Hold	47,392	–	–	0.06%	298
2023 Q3	$838K	Hold	47,392	–	–	0.06%	307
2023 Q2	$871K	Buy	47,392 +1,640	+4%	+$31.1K	0.06%	292
2023 Q1	$863K	Hold	45,752	–	–	0.06%	315
2022 Q4	$799K	Buy	45,752 +5,381	+13%	+$89.2K	0.06%	336
2022 Q3	$645K	Sell	40,371 -2,193	-5%	-$36.3K	0.05%	349
2022 Q2	$738K	Buy	42,564 +417	+1%	+$7.49K	0.06%	317
2022 Q1	$783K	Buy	42,147 +7,139	+20%	+$129K	0.05%	347
2021 Q4	$615K	Buy	35,008 +925	+3%	+$15.9K	0.04%	436
2021 Q3	$574K	Buy	34,083 +585	+2%	+$10.1K	0.04%	451
2021 Q2	$570K	Buy	33,498 +6,715	+25%	+$117K	0.04%	455
2021 Q1	$461K	Buy	26,783 +9,937	+59%	+$171K	0.03%	502
2020 Q4	$308K	Buy	16,846 +3,592	+27%	+$64.8K	0.02%	558
2020 Q3	$240K	Sell	13,254 -6,905	-34%	-$127K	0.02%	532
2020 Q2	$345K	Hold	20,159	–	–	0.03%	436
2020 Q1	$305K	Buy	20,159 +65	+0.3%	+$990	0.04%	350
2019 Q4	$293K	Sell	20,094 -2,196	-10%	-$31.4K	0.03%	397
2019 Q3	$316K	Hold	22,290	–	–	0.04%	368
2019 Q2	$303K	Sell	22,290 -2,260	-9%	-$28.5K	0.04%	369
2019 Q1	$305K	Hold	24,550	–	–	0.04%	362
2018 Q4	$304K	Sell	24,550 -640	-3%	-$7.59K	0.04%	334
2018 Q3	$290K	Sell	25,190 -150	-0.6%	-$1.76K	0.03%	401
2018 Q2	$304K	Buy	25,340 +300	+1%	+$3.79K	0.04%	366
2018 Q1	$322K	Buy	25,040 +150	+0.6%	+$1.93K	0.04%	356
2017 Q4	$314K	Buy	+24,890	New	+$308K	0.04%	351

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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

AIP

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

Financial Advocates Investment Management's SGOL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2025, closing a stake of 39,607 shares — an estimated $1.25M sold.

Financial Advocates Investment Management first reported a position in SGOL in Q4 2017 and held it in 31 quarters. The position peaked at $1.25M in Q2 2025. 407 funds tracked by Wall St. Rank hold SGOL as of Q3 2025.

Financial Advocates Investment Management reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 39,607 abrdn Physical Gold Shares ETF shares in Q3 2025, an estimated $1.25M.
Financial Advocates Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's abrdn Physical Gold Shares ETF position peaked at $1.25M in Q2 2025.
407 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.