Jones Financial Companies’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Jones Financial Companies’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	$9.81M	Buy	253,156 +50,409	+25%	+$2.17M	﹤0.01%	933
2026 Q1	$8.72M	Buy	202,747 +22,377	+12%	+$1.04M	﹤0.01%	867
2025 Q4	$7.41M	Buy	180,370 +45,584	+34%	+$1.8M	﹤0.01%	528
2025 Q3	$4.84M	Buy	134,786 +44,456	+49%	+$1.47M	﹤0.01%	580
2025 Q2	$2.82M	Buy	90,330 +6,322	+8%	+$198K	﹤0.01%	668
2025 Q1	$2.47M	Buy	84,008 +19,187	+30%	+$525K	﹤0.01%	605
2024 Q4	$1.62M	Buy	64,821 +18,620	+40%	+$473K	﹤0.01%	616
2024 Q3	$1.17M	Buy	46,201 +11,165	+32%	+$264K	﹤0.01%	563
2024 Q2	$779K	Buy	35,036 +19,273	+122%	+$431K	﹤0.01%	462
2024 Q1	$335K	Buy	+15,763	New	+$312K	﹤0.01%	384

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

Jones Financial Companies's SGOL Position: Q2 2026 in Review

Jones Financial Companies increased its abrdn Physical Gold Shares ETF (SGOL) stake by 25% in Q2 2026, buying an estimated $2.17M and bringing the position to 253,156 shares worth $9.81M. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Jones Financial Companies first reported a position in SGOL in Q1 2024 and has held it in 10 quarters since. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Jones Financial Companies held 253,156 shares of abrdn Physical Gold Shares ETF worth $9.81M as of Q2 2026.
Jones Financial Companies bought 50,409 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $2.17M.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #933 holding.
Jones Financial Companies first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 10 quarters since.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.