KCM Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

KCM Investment 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	$338K	Hold	8,850	–	–	0.01%	333
2026 Q1	$395K	Hold	8,850	–	–	0.01%	299
2025 Q4	$364K	Hold	8,850	–	–	0.01%	302
2025 Q3	$326K	Hold	8,850	–	–	0.01%	317
2025 Q2	$279K	Hold	8,850	–	–	0.01%	328
2025 Q1	$264K	Hold	8,850	–	–	0.01%	328
2024 Q4	$222K	Hold	8,850	–	–	0.01%	346
2024 Q3	$222K	Buy	+8,850	New	+$209K	0.01%	361

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

KCM Investment Advisors's SGOL Position: Q2 2026 in Review

KCM Investment Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 8,850 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #333.

KCM Investment Advisors first reported a position in SGOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $395K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

KCM Investment Advisors held 8,850 shares of abrdn Physical Gold Shares ETF worth $338K as of Q2 2026.
KCM Investment Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #333 holding.
KCM Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 8 quarters since.
KCM Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $395K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.