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

Glass Jacobson 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 		$15.8K Hold
412
– – ﹤0.01% 428
2026
Q1 		$18.4K Sell
412
-1,650
-80% -$76.6K 0.01% 419
2025
Q4 		$84.7K Buy
2,062
+1,062
+106% +$42K 0.03% 257
2025
Q3 		$36.8K Buy
+1,000
New +$33K 0.01% 335
2025
Q2 		– Sell
-1,200
Closed -$30.1K – 794
2025
Q1 		$30.1K Hold
1,200
– – 0.01% 449
2024
Q4 		$30.1K Hold
1,200
– – 0.01% 449
2024
Q3 		$30.2K Hold
1,200
– – 0.01% 441
2024
Q2 		$26.7K Hold
1,200
– – 0.01% 439
2024
Q1 		$25.5K Buy
1,200
+525
+78% +$10.4K 0.01% 450
2023
Q4 		$13.3K Buy
675
+525
+350% +$9.93K 0.01% 492
2023
Q3 		$2.65K Hold
150
– – ﹤0.01% 612
2023
Q2 		$2.76K Buy
+150
New +$2.84K ﹤0.01% 620
2022
Q4 		$4.02K Buy
+230
New +$3.81K ﹤0.01% 613

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Glass Jacobson Investment Advisors's SGOL Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 412 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Glass Jacobson Investment Advisors first reported a position in SGOL in Q4 2022 and has held it in 13 quarters since. The position peaked at $84.7K in Q4 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Glass Jacobson Investment Advisors held 412 shares of abrdn Physical Gold Shares ETF worth $15.8K as of Q2 2026.
  • Glass Jacobson 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 Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #428 holding.
  • Glass Jacobson Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $84.7K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.