Financial Designs
SGOL icon

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
Q3 		$600K Buy
15,170
+20
+0.1% +$812 0.31% 22
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Advisors Management Group
Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Financial Designs's SGOL Position: Q3 2026 in Review

Financial Designs increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.13% in Q3 2026, buying an estimated $812 and bringing the position to 15,170 shares worth $600K. 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 15 quarters since. 369 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Financial Designs held 15,170 shares of abrdn Physical Gold Shares ETF worth $600K as of Q3 2026.
  • Financial Designs bought 20 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $812.
  • abrdn Physical Gold Shares ETF made up 0.31% of Financial Designs's portfolio in Q3 2026, its #22 holding.
  • Financial Designs first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 15 quarters since.
  • 369 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.