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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	29,488 +1,954	+7%	+$84K	0.24%	72
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 $4.41B 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 & Tax Architects's SGOL Position: Q2 2026 in Review

Financial & Tax Architects increased its abrdn Physical Gold Shares ETF (SGOL) stake by 7.1% in Q2 2026, buying an estimated $84K and bringing the position to 29,488 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #72.

Financial & Tax Architects first reported a position in SGOL in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.78M in Q3 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Financial & Tax Architects held 29,488 shares of abrdn Physical Gold Shares ETF worth $1.13M as of Q2 2026.
Financial & Tax Architects bought 1,954 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $84K.
abrdn Physical Gold Shares ETF made up 0.24% of Financial & Tax Architects's portfolio in Q2 2026, its #72 holding.
Financial & Tax Architects first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and has held it in 13 quarters since.
Financial & Tax Architects's abrdn Physical Gold Shares ETF position peaked at $1.78M in Q3 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.