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FTA
Financial & Tax Architects’s
abrdn Physical Gold Shares ETF
SGOL
Stock Holding History
Financial & Tax Architects’s Portfolio
SGOL Stock Details
SGOL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.23M
Sell
27,534
-11,850
-30%
-$550K
0.27%
67
2025
Q4
$1.62M
Sell
39,384
-9,097
-19%
-$360K
0.36%
58
2025
Q3
$1.78M
Buy
48,481
+1,284
+3%
+$42.4K
0.39%
54
2025
Q2
$1.49M
Sell
47,197
-4,514
-9%
-$141K
0.36%
51
2025
Q1
$1.54M
Buy
51,711
+2,640
+5%
+$72.2K
0.39%
50
2024
Q4
$1.23M
Sell
49,071
-12,903
-21%
-$328K
0.31%
56
2024
Q3
$1.56M
Buy
+61,974
New
+$1.47M
0.4%
48
2024
Q1
–
Sell
-68,285
Closed
-$1.35M
–
97
2023
Q4
$1.35M
Buy
+68,285
New
+$1.29M
0.4%
46
2023
Q3
–
Sell
-50,379
Closed
-$925K
–
92
2023
Q2
$925K
Buy
+50,379
New
+$954K
0.29%
47
2022
Q1
–
Sell
-54,235
Closed
-$952K
–
103
2021
Q4
$952K
Buy
+54,235
New
+$935K
0.39%
65
2021
Q3
–
Sell
-12,315
Closed
-$209K
–
108
2021
Q2
$209K
Sell
12,315
-45,998
-79%
-$802K
0.1%
95
2021
Q1
$956K
Buy
+58,313
New
+$1M
0.54%
45
Other funds holding SGOL
MGP
Metis Global Partners
San Diego, California
$4.07B AUM
30.82%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
EFG
Ethos Financial Group
King Of Prussia, Pennsylvania
$1.37B AUM
19.43%
1-Year Est. Return
AIP
Almanack Investment Partners
Wayne, Pennsylvania
$592M AUM
25.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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