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

Financial Designs’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	$579K	Buy	15,150 +1,955	+15%	+$84K	0.31%	22
2026 Q1	$589K	Buy	13,195 +198	+2%	+$9.19K	0.33%	26
2025 Q4	$534K	Buy	12,997 +725	+6%	+$28.7K	0.3%	22
2025 Q3	$468K	Sell	12,272 -321	-3%	-$10.6K	0.27%	20
2025 Q2	$397K	Sell	12,593 -475	-4%	-$14.9K	0.24%	25
2025 Q1	$390K	Sell	13,068 -1,400	-10%	-$38.3K	0.27%	17
2024 Q4	$362K	Buy	14,468 +1,350	+10%	+$34.3K	0.24%	18
2024 Q3	$330K	Buy	13,118 +733	+6%	+$17.3K	0.21%	18
2024 Q2	$275K	Buy	12,385 +1,350	+12%	+$30.2K	0.19%	18
2024 Q1	$234K	Buy	+11,035	New	+$219K	0.15%	18
2023 Q4	–	Sell	-11,035	Closed	-$195K	–	26
2023 Q3	$195K	Hold	11,035	–	–	0.15%	27
2023 Q2	$203K	Hold	11,035	–	–	0.15%	14
2023 Q1	$208K	Sell	11,035 -30	-0.3%	-$544	0.16%	14
2022 Q4	$193K	Buy	+11,065	New	+$183K	0.15%	15

Other funds holding SGOL

AIP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

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

Financial Designs's SGOL Position: Q2 2026 in Review

Financial Designs increased its abrdn Physical Gold Shares ETF (SGOL) stake by 15% in Q2 2026, buying an estimated $84K and bringing the position to 15,150 shares worth $579K. The position accounts for 0.31% of the portfolio, ranked #22.

Financial Designs first reported a position in SGOL in Q4 2022 and has held it in 14 quarters since. The position peaked at $589K in Q1 2026. 212 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Financial Designs held 15,150 shares of abrdn Physical Gold Shares ETF worth $579K as of Q2 2026.
Financial Designs bought 1,955 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $84K.
abrdn Physical Gold Shares ETF made up 0.31% of Financial Designs's portfolio in Q2 2026, its #22 holding.
Financial Designs first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 14 quarters since.
Financial Designs's abrdn Physical Gold Shares ETF position peaked at $589K in Q1 2026.
212 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

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