IF
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IRON Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

IRON Financial’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
-5,457
Closed -$244K – 155
2026
Q1 		$244K Sell
5,457
-2,210
-29% -$103K 0.11% 117
2025
Q4 		$315K Buy
7,667
+199
+3% +$7.88K 0.14% 87
2025
Q3 		$275K Buy
7,468
+51
+0.7% +$1.68K 0.13% 93
2025
Q2 		$234K Hold
7,417
– – 0.12% 105
2025
Q1 		$221K Buy
+7,417
New +$203K 0.12% 101
2023
Q4 		– Sell
-12,870
Closed -$228K – 100
2023
Q3 		$228K Sell
12,870
-5,381
-29% -$99.2K 0.13% 87
2023
Q2 		$335K Buy
18,251
+155
+0.9% +$2.94K 0.18% 65
2023
Q1 		$341K Buy
18,096
+165
+0.9% +$2.99K 0.19% 64
2022
Q4 		$313K Sell
17,931
-376
-2% -$6.23K 0.18% 67
2022
Q3 		$291K Sell
18,307
-532
-3% -$8.8K 0.16% 76
2022
Q2 		$326K Sell
18,839
-4,138
-18% -$74.3K 0.17% 77
2022
Q1 		$427K Buy
22,977
+917
+4% +$16.5K 0.2% 70
2021
Q4 		$387K Buy
22,060
+349
+2% +$6.02K 0.17% 74
2021
Q3 		$366K Buy
21,711
+2,368
+12% +$40.7K 0.18% 68
2021
Q2 		$329K Buy
19,343
+3,989
+26% +$69.5K 0.15% 73
2021
Q1 		$252K Buy
15,354
+1,957
+15% +$33.7K 0.13% 85
2020
Q4 		$245K Buy
+13,397
New +$242K 0.12% 99

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 $104B AUM 28.3% 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

IRON Financial's SGOL Position: Q2 2026 in Review

IRON Financial sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 5,457 shares — an estimated $244K sold.

IRON Financial first reported a position in SGOL in Q4 2020 and held it in 17 quarters. The position peaked at $427K in Q1 2022. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • IRON Financial reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • IRON Financial sold 5,457 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $244K.
  • IRON Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 17 quarters.
  • IRON Financial's abrdn Physical Gold Shares ETF position peaked at $427K in Q1 2022.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.