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

Financial Insights’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	$394K	Hold	10,318	–	–	0.1%	102
2026 Q1	$460K	Hold	10,318	–	–	0.15%	85
2025 Q4	$424K	Buy	10,318 +386	+4%	+$15.3K	0.14%	82
2025 Q3	$366K	Buy	9,932 +2,103	+27%	+$69.4K	0.12%	89
2025 Q2	$247K	Hold	7,829	–	–	0.09%	107
2025 Q1	$233K	Buy	+7,829	New	+$214K	0.09%	94
2024 Q4	–	Sell	-13,891	Closed	-$349K	–	140
2024 Q3	$349K	Sell	13,891 -4,570	-25%	-$108K	0.11%	102
2024 Q2	$410K	Sell	18,461 -6,718	-27%	-$150K	0.11%	113
2024 Q1	$535K	Hold	25,179	–	–	0.15%	99
2023 Q4	$497K	Sell	25,179 -377	-1%	-$7.13K	0.16%	98
2023 Q3	$485K	Sell	25,556 -10,761	-30%	-$198K	0.17%	93
2023 Q2	$667K	Sell	36,317 -2,024	-5%	-$38.3K	0.25%	78
2023 Q1	$723K	Sell	38,341 -2,180	-5%	-$39.5K	0.29%	61
2022 Q4	$708K	Buy	+40,521	New	+$672K	0.34%	60
2021 Q3	–	Sell	-7,950	Closed	-$135K	–	195
2021 Q2	$135K	Buy	+7,950	New	+$139K	0.11%	103

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

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 $104B AUM 28.3% 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

Financial Insights's SGOL Position: Q2 2026 in Review

Financial Insights held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 10,318 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #102.

Financial Insights first reported a position in SGOL in Q2 2021 and has held it in 15 quarters since. The position peaked at $723K in Q1 2023. 463 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Financial Insights held 10,318 shares of abrdn Physical Gold Shares ETF worth $394K as of Q2 2026.
Financial Insights left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.1% of Financial Insights's portfolio in Q2 2026, its #102 holding.
Financial Insights first reported a position in abrdn Physical Gold Shares ETF in Q2 2021 and has held it in 15 quarters since.
Financial Insights's abrdn Physical Gold Shares ETF position peaked at $723K in Q1 2023.
463 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.