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Fragasso Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Fragasso Financial 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
Q1 		– Sell
-15,463
Closed -$635K – 331
2025
Q4 		$635K Hold
15,463
– – 0.04% 173
2025
Q3 		$573K Sell
15,463
-12,543
-45% -$414K 0.04% 179
2025
Q2 		$883K Buy
28,006
+1,557
+6% +$48.8K 0.06% 147
2025
Q1 		$789K Buy
+26,449
New +$724K 0.06% 145

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

Fragasso Financial Advisors's SGOL Position: Q1 2026 in Review

Fragasso Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 15,463 shares — an estimated $635K sold.

Fragasso Financial Advisors first reported a position in SGOL in Q1 2025 and held it in 4 quarters. The position peaked at $883K in Q2 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Fragasso Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Fragasso Financial Advisors sold 15,463 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $635K.
  • Fragasso Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and held it in 4 quarters.
  • Fragasso Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $883K in Q2 2025.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Fragasso Financial Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.