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

GHP 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	$101K	Hold	2,647	–	–	﹤0.01%	468
2026 Q1	$118K	Hold	2,647	–	–	﹤0.01%	439
2025 Q4	$109K	Hold	2,647	–	–	﹤0.01%	440
2025 Q3	$97.4K	Sell	2,647 -773	-23%	-$25.5K	﹤0.01%	443
2025 Q2	$108K	Hold	3,420	–	–	﹤0.01%	430
2025 Q1	$102K	Hold	3,420	–	–	﹤0.01%	420
2024 Q4	$85.7K	Hold	3,420	–	–	﹤0.01%	441
2024 Q3	$85.9K	Sell	3,420 -1,085	-24%	-$25.7K	﹤0.01%	454
2024 Q2	$100K	Hold	4,505	–	–	0.01%	430
2024 Q1	$95.7K	Hold	4,505	–	–	﹤0.01%	434
2023 Q4	$88.9K	Hold	4,505	–	–	﹤0.01%	441
2023 Q3	$83.1K	Hold	4,505	–	–	0.01%	443
2023 Q2	$82.5K	Hold	4,505	–	–	﹤0.01%	445
2023 Q1	$85K	Hold	4,505	–	–	0.01%	445
2022 Q4	$78.7K	Hold	4,505	–	–	0.01%	455
2022 Q3	$72K	Hold	4,505	–	–	0.01%	456
2022 Q2	$78K	Hold	4,505	–	–	0.01%	441
2022 Q1	$84K	Buy	+4,505	New	+$81.2K	0.01%	440

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 $104B AUM 28.3% 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

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

GHP Investment Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 2,647 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

GHP Investment Advisors first reported a position in SGOL in Q1 2022 and has held it in 18 quarters since. The position peaked at $118K in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

GHP Investment Advisors held 2,647 shares of abrdn Physical Gold Shares ETF worth $101K as of Q2 2026.
GHP Investment Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #468 holding.
GHP Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $118K in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.