Foundations Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Foundations Investment Advisors’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	$1.58M	Sell	41,234 -41,346	-50%	-$1.78M	0.02%	465
2026 Q1	$3.68M	Buy	82,580 +74,178	+883%	+$3.44M	0.05%	265
2025 Q4	$345K	Sell	8,402 -865	-9%	-$34.2K	﹤0.01%	846
2025 Q3	$341K	Sell	9,267 -61,056	-87%	-$2.02M	0.01%	793
2025 Q2	$2.22M	Sell	70,323 -51,330	-42%	-$1.61M	0.04%	298
2025 Q1	$3.63M	Buy	121,653 +50,482	+71%	+$1.38M	0.07%	230
2024 Q4	$1.78M	Buy	71,171 +12,348	+21%	+$314K	0.03%	305
2024 Q3	$1.48M	Buy	58,823 +11,601	+25%	+$275K	0.03%	314
2024 Q2	$1.05M	Buy	47,222 +11,433	+32%	+$255K	0.03%	328
2024 Q1	$760K	Buy	35,789 +7,484	+26%	+$148K	0.02%	374
2023 Q4	$556K	Buy	28,305 +16,973	+150%	+$321K	0.01%	417
2023 Q3	$200K	Buy	+11,332	New	+$209K	0.01%	616

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

Foundations Investment Advisors's SGOL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 50% in Q2 2026, selling an estimated $1.78M and leaving 41,234 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #465.

Foundations Investment Advisors first reported a position in SGOL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Foundations Investment Advisors held 41,234 shares of abrdn Physical Gold Shares ETF worth $1.58M as of Q2 2026.
Foundations Investment Advisors sold 41,346 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $1.78M.
abrdn Physical Gold Shares ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #465 holding.
Foundations Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $3.68M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.