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Independent Advisor Alliance’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Independent Advisor Alliance’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
-20,116
Closed -$898K – 1527
2026
Q1 		$898K Buy
+20,116
New +$934K 0.01% 874
2025
Q1 		– Sell
-15,684
Closed -$393K – 1269
2024
Q4 		$393K Buy
+15,684
New +$399K 0.01% 1031

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Independent Advisor Alliance's SGOL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 20,116 shares — an estimated $898K sold.

Independent Advisor Alliance first reported a position in SGOL in Q4 2024 and held it in 2 quarters. The position peaked at $898K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,116 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $898K.
  • Independent Advisor Alliance first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's abrdn Physical Gold Shares ETF position peaked at $898K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.