JDM Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

JDM Financial Group’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
2025 Q4	–	Sell	-850	Closed	-$31.3K	–	291
2025 Q3	$31.3K	Hold	850	–	–	0.01%	117
2025 Q2	$26.8K	Hold	850	–	–	0.01%	118
2025 Q1	$25.3K	Hold	850	–	–	0.01%	118
2024 Q4	$21.3K	Hold	850	–	–	0.01%	123
2024 Q3	$21.4K	Hold	850	–	–	0.01%	121
2024 Q2	$18.9K	Hold	850	–	–	0.01%	115
2024 Q1	$18.1K	Hold	850	–	–	0.01%	108
2023 Q4	$16.8K	Hold	850	–	–	0.01%	108
2023 Q3	$15K	Hold	850	–	–	0.01%	110
2023 Q2	$15.6K	Hold	850	–	–	0.01%	109
2023 Q1	$16K	Hold	850	–	–	0.01%	107
2022 Q4	$14.8K	Buy	+850	New	+$14.1K	0.01%	108

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

JDM Financial Group's SGOL Position: Q4 2025 in Review

JDM Financial Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 850 shares — an estimated $31.3K sold.

JDM Financial Group first reported a position in SGOL in Q4 2022 and held it in 12 quarters. The position peaked at $31.3K in Q3 2025. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

JDM Financial Group reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 850 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $31.3K.
JDM Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 12 quarters.
JDM Financial Group's abrdn Physical Gold Shares ETF position peaked at $31.3K in Q3 2025.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.