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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

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
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
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 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

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. 212 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.
  • 212 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.