Financial Gravity Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Financial Gravity Asset 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
2026 Q1	$848	Hold	19	–	–	﹤0.01%	771
2025 Q4	$781	Buy	19 +15	+375%	+$594	﹤0.01%	636
2025 Q3	$147	Buy	+4	New	+$132	﹤0.01%	884
2025 Q1	$119	Buy	+4	New	+$109	﹤0.01%	983
2021 Q3	$17K	Hold	27	–	–	0.01%	826
2021 Q2	$17K	Buy	+27	New	+$471	0.01%	836

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

EFG

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

AIP

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

Financial Gravity Asset Management's SGOL Position: Q1 2026 in Review

Financial Gravity Asset Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 19 shares worth $848. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Financial Gravity Asset Management first reported a position in SGOL in Q2 2021 and has held it in 6 quarters since. The position peaked at $17K in Q3 2021. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Financial Gravity Asset Management held 19 shares of abrdn Physical Gold Shares ETF worth $848 as of Q1 2026.
Financial Gravity Asset Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #771 holding.
Financial Gravity Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2021 and has held it in 6 quarters since.
Financial Gravity Asset Management's abrdn Physical Gold Shares ETF position peaked at $17K in Q3 2021.
488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.