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

Focus Financial Network’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	$10.8M	Sell	283,322 -75,094	-21%	-$3.23M	0.34%	59
2026 Q1	$16M	Buy	358,416 +272	+0.1%	+$12.6K	0.57%	36
2025 Q4	$14.7M	Buy	358,144 +3,543	+1%	+$140K	0.51%	39
2025 Q3	$13.1M	Buy	354,601 +37,694	+12%	+$1.24M	0.47%	42
2025 Q2	$10M	Buy	316,907 +6,726	+2%	+$211K	0.39%	47
2025 Q1	$9.25M	Buy	310,181 +11,115	+4%	+$304K	0.38%	50
2024 Q4	$7.49M	Buy	299,066 +1,769	+0.6%	+$44.9K	0.3%	64
2024 Q3	$7.47M	Buy	297,297 +1,641	+0.6%	+$38.8K	0.31%	65
2024 Q2	$6.94M	Buy	295,656 +3,060	+1%	+$68.4K	0.3%	63
2024 Q1	$6.66M	Buy	292,596 +12,715	+5%	+$252K	0.32%	61
2023 Q4	$5.52M	Buy	279,881 +47,424	+20%	+$897K	0.21%	107
2023 Q3	$4.11M	Buy	232,457 +16,748	+8%	+$309K	0.23%	85
2023 Q2	$3.96M	Buy	215,709 +9,563	+5%	+$181K	0.22%	94
2023 Q1	$3.89M	Buy	206,146 +5,292	+3%	+$95.9K	0.24%	91
2022 Q4	$3.51M	Buy	200,854 +2,473	+1%	+$41K	0.29%	72
2022 Q3	$3.16M	Buy	198,381 +12,837	+7%	+$212K	0.27%	77
2022 Q2	$3.22M	Buy	185,544 +10,832	+6%	+$194K	0.27%	79
2022 Q1	$3.25M	Buy	+174,712	New	+$3.15M	0.23%	85
2021 Q4	–	Sell	-161,405	Closed	-$2.72M	–	438
2021 Q3	$2.72M	Buy	161,405 +5,895	+4%	+$101K	0.36%	72
2021 Q2	$2.64M	Buy	155,510 +1,965	+1%	+$34.2K	0.35%	78
2021 Q1	$2.52M	Buy	153,545 +7,474	+5%	+$129K	0.29%	83
2020 Q4	$2.67M	Sell	146,071 -1,380	-0.9%	-$24.9K	0.24%	86
2020 Q3	$2.68M	Sell	147,451 -11,271	-7%	-$207K	0.25%	87
2020 Q2	$2.72M	Sell	158,722 -1,662	-1%	-$27.4K	0.3%	72
2020 Q1	$2.43M	Sell	160,384 -10,694	-6%	-$163K	0.33%	68
2019 Q4	$2.5M	Sell	171,078 -16,062	-9%	-$229K	0.31%	71
2019 Q3	$2.66M	Buy	187,140 +2,130	+1%	+$30.3K	0.37%	59
2019 Q2	$2.52M	Buy	185,010 +7,280	+4%	+$91.9K	0.37%	57
2019 Q1	$2.21M	Buy	+177,730	New	+$2.23M	0.35%	60

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 $103B AUM 28.65% 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

Focus Financial Network's SGOL Position: Q2 2026 in Review

Focus Financial Network reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 21% in Q2 2026, selling an estimated $3.23M and leaving 283,322 shares worth $10.8M. The position accounts for 0.34% of the portfolio, ranked #59.

Focus Financial Network first reported a position in SGOL in Q1 2019 and has held it in 29 quarters since. The position peaked at $16M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Focus Financial Network held 283,322 shares of abrdn Physical Gold Shares ETF worth $10.8M as of Q2 2026.
Focus Financial Network sold 75,094 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $3.23M.
abrdn Physical Gold Shares ETF made up 0.34% of Focus Financial Network's portfolio in Q2 2026, its #59 holding.
Focus Financial Network first reported a position in abrdn Physical Gold Shares ETF in Q1 2019 and has held it in 29 quarters since.
Focus Financial Network's abrdn Physical Gold Shares ETF position peaked at $16M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.