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

IFP 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 Q1	$2.2M	Buy	49,315 +1,174	+2%	+$54.5K	0.05%	418
2025 Q4	$1.98M	Sell	48,141 -4,645	-9%	-$184K	0.04%	423
2025 Q3	$1.94M	Buy	52,786 +1,821	+4%	+$60.1K	0.05%	390
2025 Q2	$1.61M	Sell	50,965 -3,252	-6%	-$102K	0.05%	412
2025 Q1	$1.62M	Sell	54,217 -3,149	-5%	-$86.1K	0.05%	407
2024 Q4	$1.44M	Sell	57,366 -5,687	-9%	-$144K	0.05%	431
2024 Q3	$1.58M	Sell	63,053 -6,265	-9%	-$148K	0.06%	359
2024 Q2	$1.54M	Buy	69,318 +9,086	+15%	+$203K	0.06%	327
2024 Q1	$1.28M	Sell	60,232 -7,671	-11%	-$152K	0.06%	351
2023 Q4	$1.34M	Sell	67,903 -53,677	-44%	-$1.01M	0.06%	326
2023 Q3	$2.15M	Buy	121,580 +17,563	+17%	+$324K	0.1%	214
2023 Q2	$1.91M	Sell	104,017 -144,391	-58%	-$2.73M	0.08%	264
2023 Q1	$28.5M	Buy	248,408 +53,957	+28%	+$978K	1.24%	9
2022 Q4	$22.3M	Sell	194,451 -114,178	-37%	-$1.89M	0.6%	20
2022 Q3	$35.4M	Buy	308,629 +41,316	+15%	+$683K	0.92%	7
2022 Q2	$30.7M	Hold	267,313	–	–	0.98%	4
2022 Q1	$30.7M	Buy	267,313 +232,966	+678%	+$4.2M	0.98%	4
2021 Q4	$601K	Buy	34,347 +1,126	+3%	+$19.4K	0.01%	530
2021 Q3	$562K	Sell	33,221 -5,202	-14%	-$89.4K	0.01%	556
2021 Q2	$650K	Sell	38,423 -6,595	-15%	-$115K	0.01%	479
2021 Q1	$736K	Sell	45,018 -53,044	-54%	-$914K	0.01%	416
2020 Q4	$1.79M	Buy	98,062 +328	+0.3%	+$5.92K	0.07%	227
2020 Q3	$1.77M	Buy	97,734 +92,068	+1,625%	+$1.69M	0.11%	189
2020 Q2	$97K	Sell	5,666 -967	-15%	-$16K	0.01%	940
2020 Q1	$105K	Buy	6,633 +166	+3%	+$2.53K	0.01%	804
2019 Q4	$94K	Buy	6,467 +2,827	+78%	+$40.4K	0.01%	978
2019 Q3	$53K	Buy	+3,640	New	+$51.7K	﹤0.01%	1342
2019 Q1	$6K	Sell	500 -1,690	-77%	-$21.2K	﹤0.01%	1800
2018 Q4	$27K	Hold	2,190	–	–	﹤0.01%	1962
2018 Q3	$25K	Hold	2,190	–	–	﹤0.01%	2341
2018 Q2	$26K	Buy	2,190 +1,690	+338%	+$21.3K	﹤0.01%	2319
2018 Q1	$6K	Hold	500	–	–	﹤0.01%	3094
2017 Q4	$6K	Hold	500	–	–	﹤0.01%	3140
2017 Q3	$6K	Hold	500	–	–	﹤0.01%	3322
2017 Q2	$6K	Hold	500	–	–	﹤0.01%	3315
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	3212
2016 Q4	$6K	Buy	+500	New	+$5.92K	﹤0.01%	3210
2016 Q2	–	Sell	-500	Closed	-$6K	–	4043
2016 Q1	$6K	Sell	500 -1,500	-75%	-$17.3K	﹤0.01%	1794
2015 Q4	$21K	Buy	+2,000	New	+$21.6K	﹤0.01%	2140

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

IFP Advisors's SGOL Position: Q1 2026 in Review

IFP Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.4% in Q1 2026, buying an estimated $54.5K and bringing the position to 49,315 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #418.

IFP Advisors first reported a position in SGOL in Q4 2015 and has held it in 39 quarters since. The position peaked at $35.4M in Q3 2022. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

IFP Advisors held 49,315 shares of abrdn Physical Gold Shares ETF worth $2.2M as of Q1 2026.
IFP Advisors bought 1,174 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $54.5K.
abrdn Physical Gold Shares ETF made up 0.05% of IFP Advisors's portfolio in Q1 2026, its #418 holding.
IFP Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2015 and has held it in 39 quarters since.
IFP Advisors's abrdn Physical Gold Shares ETF position peaked at $35.4M in Q3 2022.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.