JFS Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

JFS Wealth 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	$4.36K	Hold	114	–	–	﹤0.01%	1332
2026 Q1	$5.09K	Hold	114	–	–	﹤0.01%	1193
2025 Q4	$4.68K	Hold	114	–	–	﹤0.01%	1263
2025 Q3	$4.2K	Hold	114	–	–	﹤0.01%	1192
2025 Q2	$3.6K	Hold	114	–	–	﹤0.01%	1202
2025 Q1	$3.4K	Buy	+114	New	+$3.12K	﹤0.01%	1278
2020 Q4	–	Sell	-295	Closed	-$5K	–	620
2020 Q3	$5K	Sell	295 -160	-35%	-$2.94K	﹤0.01%	450
2020 Q2	$8K	Buy	455 +341	+299%	+$5.63K	﹤0.01%	399
2020 Q1	$2K	Sell	114 -91	-44%	-$1.39K	﹤0.01%	448
2019 Q4	$3K	Sell	205 -255	-55%	-$3.64K	﹤0.01%	439
2019 Q3	$7K	Sell	460 -220	-32%	-$3.13K	﹤0.01%	389
2019 Q2	$9K	Buy	680 +320	+89%	+$4.04K	﹤0.01%	377
2019 Q1	$4K	Buy	+360	New	+$4.53K	﹤0.01%	406

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

JFS Wealth Advisors's SGOL Position: Q2 2026 in Review

JFS Wealth Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 114 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

JFS Wealth Advisors first reported a position in SGOL in Q1 2019 and has held it in 13 quarters since. The position peaked at $9K in Q2 2019. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

JFS Wealth Advisors held 114 shares of abrdn Physical Gold Shares ETF worth $4.36K as of Q2 2026.
JFS Wealth Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1332 holding.
JFS Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2019 and has held it in 13 quarters since.
JFS Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $9K in Q2 2019.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.