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

Inspire 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	$13.4M	Buy	300,479 +29,818	+11%	+$1.38M	1.09%	11
2025 Q4	$11.1M	Buy	270,661 +47,778	+21%	+$1.89M	1.02%	12
2025 Q3	$8.2M	Buy	222,883 +42,124	+23%	+$1.39M	0.78%	14
2025 Q2	$5.7M	Sell	180,759 -42,985	-19%	-$1.35M	0.59%	17
2025 Q1	$6.67M	Buy	223,744 +62,349	+39%	+$1.71M	0.77%	14
2024 Q4	$4.04M	Sell	161,395 -63,355	-28%	-$1.61M	0.49%	20
2024 Q3	$5.65M	Sell	224,750 -87,116	-28%	-$2.06M	0.69%	14
2024 Q2	$6.93M	Sell	311,866 -16,894	-5%	-$377K	0.92%	12
2024 Q1	$6.98M	Buy	328,760 +176,354	+116%	+$3.49M	0.97%	10
2023 Q4	$3.01M	Buy	152,406 +119,143	+358%	+$2.25M	0.45%	16
2023 Q3	$588K	Sell	33,263 -37,934	-53%	-$699K	0.1%	111
2023 Q2	$1.31M	Buy	71,197 +49,537	+229%	+$938K	0.25%	27
2023 Q1	$409K	Buy	21,660 +7,117	+49%	+$129K	0.09%	87
2022 Q4	$254K	Buy	+14,543	New	+$241K	0.06%	120

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

Inspire Advisors's SGOL Position: Q1 2026 in Review

Inspire Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q1 2026, buying an estimated $1.38M and bringing the position to 300,479 shares worth $13.4M. The position accounts for 1.09% of the portfolio, ranked #11.

Inspire Advisors first reported a position in SGOL in Q4 2022 and has held it in 14 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Inspire Advisors held 300,479 shares of abrdn Physical Gold Shares ETF worth $13.4M as of Q1 2026.
Inspire Advisors bought 29,818 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $1.38M.
abrdn Physical Gold Shares ETF made up 1.09% of Inspire Advisors's portfolio in Q1 2026, its #11 holding.
Inspire Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 14 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.