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Freedom Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-406,217
Closed -$12.8M – 593
2025
Q2 		$12.8M Sell
406,217
-49,612
-11% -$1.56M 1.02% 14
2025
Q1 		$13.6M Sell
455,829
-38,686
-8% -$1.06M 1.14% 15
2024
Q4 		$12.4M Buy
494,515
+53,318
+12% +$1.35M 1.03% 17
2024
Q3 		$11.1M Sell
441,197
-29,977
-6% -$709K 0.88% 19
2024
Q2 		$10.5M Sell
471,174
-75,495
-14% -$1.69M 0.86% 22
2024
Q1 		$11.6M Sell
546,669
-35,667
-6% -$707K 0.93% 18
2023
Q4 		$11.5M Sell
582,336
-65,182
-10% -$1.23M 0.94% 20
2023
Q3 		$11.5M Sell
647,518
-52,307
-7% -$964K 1.4% 6
2023
Q2 		$12.9M Buy
699,825
+638,868
+1,048% +$12.1M 1.44% 5
2023
Q1 		$1.15M Sell
60,957
-6,783
-10% -$123K 0.13% 206
2022
Q4 		$1.18M Sell
67,740
-10,679
-14% -$177K 0.13% 222
2022
Q3 		$1.25M Sell
78,419
-14,994
-16% -$248K 0.14% 183
2022
Q2 		$1.62M Buy
93,413
+7,651
+9% +$137K 0.17% 149
2022
Q1 		$1.59M Buy
85,762
+18,578
+28% +$335K 0.14% 187
2021
Q4 		$1.18M Buy
67,184
+4,094
+6% +$70.6K 0.09% 298
2021
Q3 		$1.06M Buy
63,090
+7,596
+14% +$131K 0.08% 311
2021
Q2 		$943K Buy
55,494
+22,880
+70% +$399K 0.07% 341
2021
Q1 		$535K Buy
+32,614
New +$562K 0.04% 499

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Freedom Investment Management's SGOL Position: Q3 2025 in Review

Freedom Investment Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2025, closing a stake of 406,217 shares — an estimated $12.8M sold.

Freedom Investment Management first reported a position in SGOL in Q1 2021 and held it in 18 quarters. The position peaked at $13.6M in Q1 2025. 406 funds tracked by Wall St. Rank hold SGOL as of Q3 2025.

  • Freedom Investment Management reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 406,217 abrdn Physical Gold Shares ETF shares in Q3 2025, an estimated $12.8M.
  • Freedom Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's abrdn Physical Gold Shares ETF position peaked at $13.6M in Q1 2025.
  • 406 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.