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

IHT 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	$2.13M	Buy	55,638 +540	+1%	+$23.2K	0.05%	379
2026 Q1	$2.46M	Buy	55,098 +1,096	+2%	+$50.9K	0.06%	321
2025 Q4	$2.22M	Buy	54,002 +4,001	+8%	+$158K	0.05%	318
2025 Q3	$1.84M	Hold	50,001	–	–	0.05%	354
2025 Q2	$1.58M	Hold	50,001	–	–	0.04%	367
2025 Q1	$1.49M	Buy	50,001 +1,771	+4%	+$48.5K	0.05%	353
2024 Q4	$1.21M	Sell	48,230 -1,595	-3%	-$40.5K	0.04%	395
2024 Q3	$1.25M	Buy	49,825 +1,135	+2%	+$26.9K	0.04%	444
2024 Q2	$1.08M	Sell	48,690 -1,160	-2%	-$25.9K	0.04%	413
2024 Q1	$1.06M	Sell	49,850 -7,676	-13%	-$152K	0.04%	403
2023 Q4	$1.14M	Buy	57,526 +4,497	+8%	+$85K	0.05%	354
2023 Q3	$938K	Buy	53,029 +39,747	+299%	+$733K	0.05%	361
2023 Q2	$244K	Buy	13,282 +1,006	+8%	+$19K	0.01%	803
2023 Q1	$232K	Buy	+12,276	New	+$222K	0.01%	792
2021 Q3	–	Sell	-38,346	Closed	-$651K	–	950
2021 Q2	$651K	Buy	+38,346	New	+$668K	0.04%	439

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 $104B AUM 28.3% 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

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

IHT Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.98% in Q2 2026, buying an estimated $23.2K and bringing the position to 55,638 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #379.

IHT Wealth Management first reported a position in SGOL in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.46M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

IHT Wealth Management held 55,638 shares of abrdn Physical Gold Shares ETF worth $2.13M as of Q2 2026.
IHT Wealth Management bought 540 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $23.2K.
abrdn Physical Gold Shares ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #379 holding.
IHT Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2021 and has held it in 15 quarters since.
IHT Wealth Management's abrdn Physical Gold Shares ETF position peaked at $2.46M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.