Focus Partners Wealth
SGOL icon

Focus Partners Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Focus Partners Wealth’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 		$5.83M Buy
130,716
+1,968
+2% +$91.4K 0.01% 889
2025
Q4 		$5.29M Buy
128,748
+29,967
+30% +$1.19M 0.01% 919
2025
Q3 		$3.64M Sell
98,781
-1,367
-1% -$45.1K 0.01% 846
2025
Q2 		$3.16M Buy
100,148
+1,905
+2% +$59.7K 0.01% 796
2025
Q1 		$2.93M Sell
98,243
-1,458
-1% -$39.9K 0.01% 758
2024
Q4 		$2.5M Sell
99,701
-48,091
-33% -$1.22M 0.01% 786
2024
Q3 		$29.8M Buy
147,792
+53,855
+57% +$1.27M 0.1% 209
2024
Q2 		$2.09M Sell
93,937
-1,828
-2% -$40.8K 0.01% 643
2024
Q1 		$2.03M Sell
95,765
-31
-0% -$614 0.02% 476
2023
Q4 		$1.89M Buy
+95,796
New +$1.81M 0.02% 362

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Focus Partners Wealth's SGOL Position: Q1 2026 in Review

Focus Partners Wealth increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.5% in Q1 2026, buying an estimated $91.4K and bringing the position to 130,716 shares worth $5.83M. The position accounts for 0.01% of the portfolio, ranked #889.

Focus Partners Wealth first reported a position in SGOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.8M in Q3 2024. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Focus Partners Wealth held 130,716 shares of abrdn Physical Gold Shares ETF worth $5.83M as of Q1 2026.
  • Focus Partners Wealth bought 1,968 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $91.4K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #889 holding.
  • Focus Partners Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's abrdn Physical Gold Shares ETF position peaked at $29.8M in Q3 2024.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.