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Independent Wealth Network’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Independent Wealth Network’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 		$300K Buy
7,837
+159
+2% +$6.83K 0.08% 249
2026
Q1 		$343K Buy
7,678
+221
+3% +$10.3K 0.1% 205
2025
Q4 		$306K Hold
7,457
– – 0.09% 203
2025
Q3 		$274K Buy
+7,457
New +$246K 0.09% 222

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

Independent Wealth Network's SGOL Position: Q2 2026 in Review

Independent Wealth Network increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.1% in Q2 2026, buying an estimated $6.83K and bringing the position to 7,837 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #249.

Independent Wealth Network first reported a position in SGOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $343K in Q1 2026. 142 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Independent Wealth Network held 7,837 shares of abrdn Physical Gold Shares ETF worth $300K as of Q2 2026.
  • Independent Wealth Network bought 159 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $6.83K.
  • abrdn Physical Gold Shares ETF made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #249 holding.
  • Independent Wealth Network first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Wealth Network's abrdn Physical Gold Shares ETF position peaked at $343K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.