Global Retirement Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Global Retirement Partners’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 Q4	$348K	Hold	8,476	–	–	0.01%	1157
2025 Q3	$312K	Buy	8,476 +7,300	+621%	+$241K	0.01%	971
2025 Q2	$37.1K	Buy	+1,176	New	+$36.9K	﹤0.01%	1938
2024 Q4	$29.5K	Hold	1,176	–	–	﹤0.01%	1871
2024 Q3	$29.6K	Hold	1,176	–	–	﹤0.01%	1807
2024 Q2	$26.1K	Hold	1,176	–	–	﹤0.01%	1847
2024 Q1	$25K	Hold	1,176	–	–	﹤0.01%	1719
2023 Q4	$22.8K	Hold	1,176	–	–	﹤0.01%	1698
2023 Q3	$20.5K	Hold	1,176	–	–	﹤0.01%	1638
2023 Q2	$21.6K	Hold	1,176	–	–	﹤0.01%	1638
2023 Q1	$22.9K	Hold	1,176	–	–	﹤0.01%	1575
2022 Q4	$20.5K	Hold	1,176	–	–	﹤0.01%	1467
2022 Q3	$18K	Hold	1,176	–	–	﹤0.01%	1454
2022 Q2	$20K	Hold	1,176	–	–	﹤0.01%	1356
2022 Q1	$21K	Buy	+1,176	New	+$21.2K	﹤0.01%	1333
2018 Q4	–	Sell	-1,600	Closed	-$18K	–	1544
2018 Q3	$18K	Hold	1,600	–	–	﹤0.01%	859
2018 Q2	$19K	Buy	+1,600	New	+$20.2K	﹤0.01%	816

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Global Retirement Partners's SGOL Position: Q4 2025 in Review

Global Retirement Partners held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q4 2025 at 8,476 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1157.

Global Retirement Partners first reported a position in SGOL in Q2 2018 and has held it in 17 quarters since. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

Global Retirement Partners held 8,476 shares of abrdn Physical Gold Shares ETF worth $348K as of Q4 2025.
Global Retirement Partners left its abrdn Physical Gold Shares ETF share count unchanged in Q4 2025.
abrdn Physical Gold Shares ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1157 holding.
Global Retirement Partners first reported a position in abrdn Physical Gold Shares ETF in Q2 2018 and has held it in 17 quarters since.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.