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Investment Partners Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Investment Partners Asset 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 		$1.48M Sell
38,770
-693
-2% -$29.8K 0.82% 38
2026
Q1 		$1.76M Sell
39,463
-8,684
-18% -$403K 1.09% 24
2025
Q4 		$1.98M Sell
48,147
-1,398
-3% -$55.3K 1.23% 19
2025
Q3 		$1.82M Sell
49,545
-652
-1% -$21.5K 1.2% 21
2025
Q2 		$1.58M Buy
50,197
+2,655
+6% +$83.2K 1.1% 24
2025
Q1 		$1.42M Buy
47,542
+3,333
+8% +$91.2K 1.11% 23
2024
Q4 		$1.11M Buy
44,209
+101
+0.2% +$2.57K 0.87% 31
2024
Q3 		$1.11M Buy
44,108
+163
+0.4% +$3.86K 0.91% 32
2024
Q2 		$976K Sell
43,945
-319
-0.7% -$7.13K 0.87% 34
2024
Q1 		$940K Buy
44,264
+947
+2% +$18.8K 0.85% 35
2023
Q4 		$855K Buy
+43,317
New +$819K 0.85% 36

Other funds holding SGOL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Investment Partners Asset Management's SGOL Position: Q2 2026 in Review

Investment Partners Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.8% in Q2 2026, selling an estimated $29.8K and leaving 38,770 shares worth $1.48M. The position accounts for 0.82% of the portfolio, ranked #38.

Investment Partners Asset Management first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2025. 192 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Investment Partners Asset Management held 38,770 shares of abrdn Physical Gold Shares ETF worth $1.48M as of Q2 2026.
  • Investment Partners Asset Management sold 693 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $29.8K.
  • abrdn Physical Gold Shares ETF made up 0.82% of Investment Partners Asset Management's portfolio in Q2 2026, its #38 holding.
  • Investment Partners Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's abrdn Physical Gold Shares ETF position peaked at $1.98M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.