Jim Simons’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Jim Simons’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	$6.59M	Buy	147,800 +98,300	+199%	+$4.56M	0.01%	1202
2025 Q4	$2.03M	Sell	49,500 -356,300	-88%	-$14.1M	﹤0.01%	1856
2025 Q3	$14.9M	Buy	+405,800	New	+$13.4M	0.02%	875
2025 Q2	–	Sell	-503,300	Closed	-$15M	–	3852
2025 Q1	$15M	Buy	503,300 +348,900	+226%	+$9.55M	0.02%	798
2024 Q4	$3.87M	Buy	+154,400	New	+$3.92M	0.01%	1611
2024 Q2	–	Sell	-92,200	Closed	-$1.96M	–	3910
2024 Q1	$1.96M	Sell	92,200 -12,398	-12%	-$246K	﹤0.01%	2044
2023 Q4	$2.06M	Buy	+104,598	New	+$1.98M	﹤0.01%	1930
2022 Q4	–	Sell	-138,307	Closed	-$2.2M	–	4378
2022 Q3	$2.2M	Buy	+138,307	New	+$2.29M	﹤0.01%	1952
2022 Q2	–	Sell	-177,800	Closed	-$3.3M	–	4529
2022 Q1	$3.3M	Buy	177,800 +25,500	+17%	+$460K	﹤0.01%	1860
2021 Q4	$2.67M	Buy	+152,300	New	+$2.63M	﹤0.01%	1924
2021 Q2	–	Sell	-175,000	Closed	-$2.87M	–	3740
2021 Q1	$2.87M	Buy	+175,000	New	+$3.02M	﹤0.01%	1991
2020 Q4	–	Sell	-21,400	Closed	-$388K	–	3686
2020 Q3	$388K	Sell	21,400 -237,300	-92%	-$4.37M	﹤0.01%	2910
2020 Q2	$4.43M	Buy	+258,700	New	+$4.27M	﹤0.01%	1721
2020 Q1	–	Sell	-117,000	Closed	-$1.71M	–	3747
2019 Q4	$1.71M	Buy	117,000 +96,070	+459%	+$1.37M	﹤0.01%	2399
2019 Q3	$297K	Sell	20,930 -11,070	-35%	-$157K	﹤0.01%	3040
2019 Q2	$435K	Buy	+32,000	New	+$404K	﹤0.01%	3048

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 $1.56T 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jim Simons's SGOL Position: Q1 2026 in Review

Jim Simons increased its abrdn Physical Gold Shares ETF (SGOL) stake by 199% in Q1 2026, buying an estimated $4.56M and bringing the position to 147,800 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #1202.

Jim Simons first reported a position in SGOL in Q2 2019 and has held it in 16 quarters since. The position peaked at $15M in Q1 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Jim Simons held 147,800 shares of abrdn Physical Gold Shares ETF worth $6.59M as of Q1 2026.
Jim Simons bought 98,300 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $4.56M.
abrdn Physical Gold Shares ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1202 holding.
Jim Simons first reported a position in abrdn Physical Gold Shares ETF in Q2 2019 and has held it in 16 quarters since.
Jim Simons's abrdn Physical Gold Shares ETF position peaked at $15M in Q1 2025.
488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.