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Fortitude Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Fortitude Advisory Group’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 		– Sell
-6,075
Closed -$250K – 239
2025
Q4 		$250K Hold
6,075
– – 0.11% 167
2025
Q3 		$224K Buy
+6,075
New +$201K 0.12% 177
2022
Q2 		– Sell
-6,785
Closed -$126K – 1074
2022
Q1 		$126K Hold
6,785
– – 0.07% 300
2021
Q4 		$119K Buy
+6,785
New +$117K 0.06% 312

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

Fortitude Advisory Group's SGOL Position: Q1 2026 in Review

Fortitude Advisory Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 6,075 shares — an estimated $250K sold.

Fortitude Advisory Group first reported a position in SGOL in Q4 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2025. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Fortitude Advisory Group reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 6,075 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $250K.
  • Fortitude Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 4 quarters.
  • Fortitude Advisory Group's abrdn Physical Gold Shares ETF position peaked at $250K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.