J. Safra Sarasin Holding’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

J. Safra Sarasin Holding’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	-5,665	Closed	-$234K	–	587
2025 Q4	$234K	Hold	5,665	–	–	﹤0.01%	484
2025 Q3	$207K	Sell	5,665 -1,550	-21%	-$51.2K	﹤0.01%	470
2025 Q2	$225K	Hold	7,215	–	–	﹤0.01%	471
2025 Q1	$212K	Sell	7,215 -1,810	-20%	-$49.5K	﹤0.01%	470
2024 Q4	$225K	Hold	9,025	–	–	﹤0.01%	453
2024 Q3	$229K	Hold	9,025	–	–	﹤0.01%	428
2024 Q2	$201K	Buy	+9,025	New	+$202K	﹤0.01%	447

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

J. Safra Sarasin Holding's SGOL Position: Q1 2026 in Review

J. Safra Sarasin Holding sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 5,665 shares — an estimated $234K sold.

J. Safra Sarasin Holding first reported a position in SGOL in Q2 2024 and held it in 7 quarters. The position peaked at $234K in Q4 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

J. Safra Sarasin Holding reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
J. Safra Sarasin Holding sold 5,665 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $234K.
J. Safra Sarasin Holding first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and held it in 7 quarters.
J. Safra Sarasin Holding's abrdn Physical Gold Shares ETF position peaked at $234K in Q4 2025.
488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.