Iron Gate Global Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Iron Gate Global 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	–	Sell	-7,790	Closed	-$320K	–	108
2025 Q4	$320K	Sell	7,790 -1,188	-13%	-$47K	0.03%	73
2025 Q3	$330K	Sell	8,978 -1,200	-12%	-$39.6K	0.03%	74
2025 Q2	$321K	Buy	10,178 +2,850	+39%	+$89.3K	0.04%	64
2025 Q1	$219K	Buy	+7,328	New	+$200K	0.03%	79

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

Iron Gate Global Advisors's SGOL Position: Q1 2026 in Review

Iron Gate Global Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 7,790 shares — an estimated $320K sold.

Iron Gate Global Advisors first reported a position in SGOL in Q1 2025 and held it in 4 quarters. The position peaked at $330K in Q3 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Iron Gate Global Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
Iron Gate Global Advisors sold 7,790 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $320K.
Iron Gate Global Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and held it in 4 quarters.
Iron Gate Global Advisors's abrdn Physical Gold Shares ETF position peaked at $330K in Q3 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

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