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Goldstein Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Goldstein 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 		$219K Buy
+5,720
New +$246K 0.02% 233

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

Goldstein Advisors's SGOL Position: Q2 2026 in Review

Goldstein Advisors opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 5,720 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings.

462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Goldstein Advisors held 5,720 shares of abrdn Physical Gold Shares ETF worth $219K as of Q2 2026.
  • abrdn Physical Gold Shares ETF was a new Goldstein Advisors position in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #233 holding.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.