GM Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

GM Advisory Group’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 Q1	$691K	Buy	15,489 +3,585	+30%	+$166K	0.03%	196
2025 Q4	$489K	Buy	11,904 +3,525	+42%	+$139K	0.02%	217
2025 Q3	$308K	Hold	8,379	–	–	0.01%	254
2025 Q2	$264K	Sell	8,379 -12,473	-60%	-$391K	0.01%	252
2025 Q1	$622K	Buy	20,852 +36	+0.2%	+$985	0.03%	160
2024 Q4	$521K	Hold	20,816	–	–	0.03%	162
2024 Q3	$523K	Hold	20,816	–	–	0.03%	159
2024 Q2	$463K	Sell	20,816 -2,250	-10%	-$50.3K	0.03%	155
2024 Q1	$490K	Hold	23,066	–	–	0.03%	151
2023 Q4	$455K	Sell	23,066 -2,100	-8%	-$39.7K	0.03%	147
2023 Q3	$445K	Hold	25,166	–	–	0.04%	135
2023 Q2	$462K	Hold	25,166	–	–	0.04%	133
2023 Q1	$475K	Hold	25,166	–	–	0.04%	126
2022 Q4	$440K	Hold	25,166	–	–	0.05%	124
2022 Q3	$401K	Hold	25,166	–	–	0.05%	128
2022 Q2	$436K	Hold	25,166	–	–	0.07%	119
2022 Q1	$468K	Buy	25,166 +1,654	+7%	+$29.8K	0.06%	129
2021 Q4	$413K	Sell	23,512 -3,343	-12%	-$57.6K	0.04%	141
2021 Q3	$453K	Sell	26,855 -3,428	-11%	-$58.9K	0.05%	132
2021 Q2	$515K	Buy	30,283 +3,259	+12%	+$56.8K	0.05%	124
2021 Q1	$443K	Sell	27,024 -21,579	-44%	-$372K	0.05%	127
2020 Q4	$888K	Sell	48,603 -15,435	-24%	-$278K	0.12%	79
2020 Q3	$1.16M	Sell	64,038 -5,069	-7%	-$93.3K	0.18%	59
2020 Q2	$1.18M	Buy	69,107 +7,917	+13%	+$131K	0.22%	58
2020 Q1	$927K	Buy	61,190 +17,820	+41%	+$271K	0.25%	54
2019 Q4	$634K	Sell	43,370 -3,800	-8%	-$54.3K	0.2%	44
2019 Q3	$670K	Buy	47,170 +19,190	+69%	+$273K	0.21%	51
2019 Q2	$381K	Buy	27,980 +4,800	+21%	+$60.6K	0.12%	67
2019 Q1	$289K	Buy	+23,180	New	+$291K	0.1%	81

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

GM Advisory Group's SGOL Position: Q1 2026 in Review

GM Advisory Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 30% in Q1 2026, buying an estimated $166K and bringing the position to 15,489 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #196.

GM Advisory Group first reported a position in SGOL in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.18M in Q2 2020. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

GM Advisory Group held 15,489 shares of abrdn Physical Gold Shares ETF worth $691K as of Q1 2026.
GM Advisory Group bought 3,585 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $166K.
abrdn Physical Gold Shares ETF made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #196 holding.
GM Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2019 and has held it in 29 quarters since.
GM Advisory Group's abrdn Physical Gold Shares ETF position peaked at $1.18M in Q2 2020.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.