Jamison Private Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Jamison Private Wealth Management’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	$585K	Hold	15,302	–	–	0.06%	155
2026 Q1	$683K	Hold	15,302	–	–	0.08%	135
2025 Q4	$629K	Hold	15,302	–	–	0.08%	141
2025 Q3	$563K	Hold	15,302	–	–	0.07%	147
2025 Q2	$483K	Sell	15,302 -7,346	-32%	-$230K	0.07%	151
2025 Q1	$675K	Sell	22,648 -22	-0.1%	-$602	0.1%	121
2024 Q4	$568K	Buy	+22,670	New	+$576K	0.08%	137

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

AIP

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Jamison Private Wealth Management's SGOL Position: Q2 2026 in Review

Jamison Private Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 15,302 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #155.

Jamison Private Wealth Management first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $683K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Jamison Private Wealth Management held 15,302 shares of abrdn Physical Gold Shares ETF worth $585K as of Q2 2026.
Jamison Private Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #155 holding.
Jamison Private Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Jamison Private Wealth Management's abrdn Physical Gold Shares ETF position peaked at $683K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.