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Holos Integrated Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Holos Integrated Wealth’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 		– Sell
-300
Closed -$13.4K – 409
2026
Q1 		$13.4K Buy
+300
New +$13.9K 0.01% 237

Other funds holding SGOL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Holos Integrated Wealth's SGOL Position: Q2 2026 in Review

Holos Integrated Wealth sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 300 shares — an estimated $13.4K sold.

Holos Integrated Wealth first reported a position in SGOL in Q1 2026 and held it in 1 quarter. The position peaked at $13.4K in Q1 2026. 142 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Holos Integrated Wealth reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 300 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $13.4K.
  • Holos Integrated Wealth first reported a position in abrdn Physical Gold Shares ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's abrdn Physical Gold Shares ETF position peaked at $13.4K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.