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J.W. Cole Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

J.W. Cole 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
Q2 		$688K Sell
17,989
-2,918
-14% -$125K 0.01% 894
2026
Q1 		$933K Sell
20,907
-33
-0.2% -$1.53K 0.03% 390
2025
Q4 		$824K Buy
20,940
+6,028
+40% +$239K 0.02% 704
2025
Q3 		$549K Buy
14,912
+7,713
+107% +$255K 0.01% 957
2025
Q2 		$227K Sell
7,199
-6,442
-47% -$202K ﹤0.01% 1299
2025
Q1 		$407K Buy
13,641
+1,688
+14% +$46.2K 0.01% 833
2024
Q4 		$299K Buy
+11,953
New +$304K 0.01% 782

Other funds holding SGOL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

J.W. Cole Advisors's SGOL Position: Q2 2026 in Review

J.W. Cole Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q2 2026, selling an estimated $125K and leaving 17,989 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #894.

J.W. Cole Advisors first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $933K in Q1 2026. 142 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • J.W. Cole Advisors held 17,989 shares of abrdn Physical Gold Shares ETF worth $688K as of Q2 2026.
  • J.W. Cole Advisors sold 2,918 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $125K.
  • abrdn Physical Gold Shares ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #894 holding.
  • J.W. Cole Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
  • J.W. Cole Advisors's abrdn Physical Gold Shares ETF position peaked at $933K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.