GRP
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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
2026
Q2 		$284K Buy
+7,425
New +$319K ﹤0.01% 1368
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 $4.41B 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 $104B AUM 28.3% 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

Global Retirement Partners's SGOL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 7,425 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SGOL as recently as Q4 2025.

Global Retirement Partners first reported a position in SGOL in Q2 2018 and has held it in 18 quarters since. The position peaked at $348K in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Global Retirement Partners held 7,425 shares of abrdn Physical Gold Shares ETF worth $284K as of Q2 2026.
  • abrdn Physical Gold Shares ETF was a new Global Retirement Partners position in Q2 2026.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1368 holding.
  • Global Retirement Partners first reported a position in abrdn Physical Gold Shares ETF in Q2 2018 and has held it in 18 quarters since.
  • Global Retirement Partners's abrdn Physical Gold Shares ETF position peaked at $348K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.