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

Guerra 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
2025 Q3	$736	Buy	+20	New	+$660	﹤0.01%	744

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Guerra Advisors's SGOL Position: Q3 2025 in Review

Guerra Advisors opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q3 2025: 20 shares worth $736. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings.

406 funds tracked by Wall St. Rank hold SGOL as of Q3 2025.

Guerra Advisors held 20 shares of abrdn Physical Gold Shares ETF worth $736 as of Q3 2025.
abrdn Physical Gold Shares ETF was a new Guerra Advisors position in Q3 2025.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #744 holding.
406 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.