JSW
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Journey Strategic Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Journey Strategic Wealth’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 		$256K Sell
5,746
-55
-0.9% -$2.55K 0.01% 631
2025
Q4 		$238K Sell
5,801
-94
-2% -$3.72K 0.01% 615
2025
Q3 		$217K Buy
+5,895
New +$195K 0.01% 626

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Journey Strategic Wealth's SGOL Position: Q1 2026 in Review

Journey Strategic Wealth reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.95% in Q1 2026, selling an estimated $2.55K and leaving 5,746 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #631.

Journey Strategic Wealth first reported a position in SGOL in Q3 2025 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Journey Strategic Wealth held 5,746 shares of abrdn Physical Gold Shares ETF worth $256K as of Q1 2026.
  • Journey Strategic Wealth sold 55 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $2.55K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #631 holding.
  • Journey Strategic Wealth first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 3 quarters since.
  • 487 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.