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Global Financial Private Client’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-3,163
Closed -$94.3K – 1342
2025
Q1 		$94.3K Hold
3,163
– – 0.04% 269
2024
Q4 		$79.2K Hold
3,163
– – 0.03% 285
2024
Q3 		$79.5K Hold
3,163
– – 0.03% 280
2024
Q2 		$70.3K Hold
3,163
– – 0.03% 270
2024
Q1 		$67.9K Sell
3,163
-19
-0.6% -$376 0.03% 275
2023
Q4 		$62.8K Hold
3,182
– – 0.03% 278
2023
Q3 		$55.7K Hold
3,182
– – 0.03% 273
2023
Q2 		$58.6K Hold
3,182
– – 0.03% 275
2023
Q1 		$60.5K Sell
3,182
-252
-7% -$4.57K 0.03% 263
2022
Q4 		$60K Sell
3,434
-73
-2% -$1.21K 0.03% 258
2022
Q3 		$57.2K Sell
3,507
-52,079
-94% -$862K 0.03% 259
2022
Q2 		$962K Sell
55,586
-67
-0.1% -$1.2K 0.54% 46
2022
Q1 		$1.03M Buy
55,653
+3,253
+6% +$58.6K 0.5% 49
2021
Q4 		$920K Buy
52,400
+2,463
+5% +$42.5K 0.44% 53
2021
Q3 		$843K Buy
49,937
+3,042
+6% +$52.3K 0.43% 58
2021
Q2 		$800K Buy
46,895
+15,499
+49% +$270K 0.45% 62
2021
Q1 		$522K Sell
31,396
-7,348
-19% -$127K 0.37% 64
2020
Q4 		$708K Buy
38,744
+773
+2% +$13.9K 0.56% 43
2020
Q3 		$695K Sell
37,971
-2,550
-6% -$46.9K 0.6% 37
2020
Q2 		$691K Buy
40,521
+14,771
+57% +$244K 0.6% 40
2020
Q1 		$394K Buy
+25,750
New +$392K 0.42% 61

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Global Financial Private Client's SGOL Position: Q2 2025 in Review

Global Financial Private Client sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2025, closing a stake of 3,163 shares — an estimated $94.3K sold.

Global Financial Private Client first reported a position in SGOL in Q1 2020 and held it in 21 quarters. The position peaked at $1.03M in Q1 2022. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

  • Global Financial Private Client reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3,163 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $94.3K.
  • Global Financial Private Client first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 21 quarters.
  • Global Financial Private Client's abrdn Physical Gold Shares ETF position peaked at $1.03M in Q1 2022.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.