HB Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

HB Wealth Management’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	$1.2M	Hold	31,310	–	–	0.01%	673
2026 Q1	$1.4M	Hold	31,310	–	–	0.01%	536
2025 Q4	$1.29M	Hold	31,310	–	–	0.01%	548
2025 Q3	$1.15M	Buy	31,310 +8,600	+38%	+$284K	0.01%	567
2025 Q2	$716K	Sell	22,710 -8,760	-28%	-$275K	0.01%	625
2025 Q1	$938K	Hold	31,470	–	–	0.01%	560
2024 Q4	$788K	Sell	31,470 -90	-0.3%	-$2.29K	0.01%	473
2024 Q3	$793K	Hold	31,560	–	–	0.01%	446
2024 Q2	$701K	Hold	31,560	–	–	0.01%	450
2024 Q1	$670K	Sell	31,560 -6,030	-16%	-$119K	0.01%	422
2023 Q4	$742K	Sell	37,590 -1,120	-3%	-$21.2K	0.01%	369
2023 Q3	$685K	Sell	38,710 -6,900	-15%	-$127K	0.01%	362
2023 Q2	$838K	Sell	45,610 -7,387	-14%	-$140K	0.01%	317
2023 Q1	$1M	Buy	52,997 +24,666	+87%	+$447K	0.02%	287
2022 Q4	$495K	Buy	28,331 +1,281	+5%	+$21.2K	0.01%	396
2022 Q3	$431K	Hold	27,050	–	–	0.01%	364
2022 Q2	$469K	Sell	27,050 -7,240	-21%	-$130K	0.01%	354
2022 Q1	$637K	Buy	34,290 +6,240	+22%	+$112K	0.01%	313
2021 Q4	$493K	Buy	+28,050	New	+$484K	0.01%	316

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

HB Wealth Management's SGOL Position: Q2 2026 in Review

HB Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 31,310 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #673.

HB Wealth Management first reported a position in SGOL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

HB Wealth Management held 31,310 shares of abrdn Physical Gold Shares ETF worth $1.2M as of Q2 2026.
HB Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #673 holding.
HB Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.4M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.