HI
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Harbour Investments’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Harbour Investments’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 		$8.3M Buy
186,158
+53,121
+40% +$2.47M 0.13% 150
2025
Q4 		$5.47M Buy
133,037
+8,195
+7% +$324K 0.11% 172
2025
Q3 		$4.6M Buy
124,842
+796
+0.6% +$26.3K 0.1% 181
2025
Q2 		$3.91M Sell
124,046
-5,014
-4% -$157K 0.1% 189
2025
Q1 		$3.85M Sell
129,060
-46,883
-27% -$1.28M 0.11% 169
2024
Q4 		$4.41M Buy
175,943
+58,587
+50% +$1.49M 0.13% 138
2024
Q3 		$2.95M Buy
117,356
+10,298
+10% +$244K 0.09% 193
2024
Q2 		$2.38M Sell
107,058
-472
-0.4% -$10.5K 0.08% 219
2024
Q1 		$2.28M Sell
107,530
-1,784
-2% -$35.3K 0.08% 223
2023
Q4 		$2.16M Sell
109,314
-226
-0.2% -$4.27K 0.09% 213
2023
Q3 		$1.94M Buy
109,540
+3,343
+3% +$61.6K 0.1% 200
2023
Q2 		$1.95M Buy
106,197
+70,123
+194% +$1.33M 0.1% 209
2023
Q1 		$681K Buy
36,074
+5,974
+20% +$108K 0.04% 402
2022
Q4 		$526K Buy
30,100
+24,987
+489% +$414K 0.03% 439
2022
Q3 		$89K Hold
5,113
– – 0.01% 1026
2022
Q2 		$89K Buy
+5,113
New +$91.8K 0.01% 1026
2021
Q4 		$8K Sell
430
-863
-67% -$14.9K ﹤0.01% 2028
2021
Q3 		$22K Sell
1,293
-7,355
-85% -$126K ﹤0.01% 2251
2021
Q2 		$147K Buy
8,648
+7,221
+506% +$126K ﹤0.01% 1189
2021
Q1 		$23K Buy
+1,427
New +$24.6K ﹤0.01% 2136

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Harbour Investments's SGOL Position: Q1 2026 in Review

Harbour Investments increased its abrdn Physical Gold Shares ETF (SGOL) stake by 40% in Q1 2026, buying an estimated $2.47M and bringing the position to 186,158 shares worth $8.3M. The position accounts for 0.13% of the portfolio, ranked #150.

Harbour Investments first reported a position in SGOL in Q1 2021 and has held it in 20 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Harbour Investments held 186,158 shares of abrdn Physical Gold Shares ETF worth $8.3M as of Q1 2026.
  • Harbour Investments bought 53,121 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $2.47M.
  • abrdn Physical Gold Shares ETF made up 0.13% of Harbour Investments's portfolio in Q1 2026, its #150 holding.
  • Harbour Investments first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and has held it in 20 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.