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
Q2 		$4.87M Sell
127,345
-3,371
-3% -$145K 0.01% 973
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 $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Focus Partners Wealth's SGOL Position: Q2 2026 in Review

Focus Partners Wealth reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 2.6% in Q2 2026, selling an estimated $145K and leaving 127,345 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #973.

Focus Partners Wealth first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.8M in Q3 2024. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Focus Partners Wealth held 127,345 shares of abrdn Physical Gold Shares ETF worth $4.87M as of Q2 2026.
  • Focus Partners Wealth sold 3,371 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $145K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #973 holding.
  • Focus Partners Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's abrdn Physical Gold Shares ETF position peaked at $29.8M in Q3 2024.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.