Kestra Advisory Services
SGOL icon

Kestra Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Kestra Advisory Services’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
Q3 		$27.3M Buy
691,046
+75,524
+12% +$3.07M 0.08% 261
2026
Q2 		$23.5M Sell
615,522
-77,144
-11% -$3.32M 0.08% 271
2026
Q1 		$30.9M Buy
692,666
+152,348
+28% +$7.07M 0.12% 168
2025
Q4 		$22.2M Buy
540,318
+29,248
+6% +$1.16M 0.09% 226
2025
Q3 		$18.8M Sell
511,070
-88,968
-15% -$2.94M 0.09% 230
2025
Q2 		$18.9M Buy
600,038
+28,300
+5% +$887K 0.09% 215
2025
Q1 		$17M Sell
571,738
-37,593
-6% -$1.03M 0.08% 218
2024
Q4 		$15.3M Buy
609,331
+15,830
+3% +$402K 0.08% 249
2024
Q3 		$14.9M Sell
593,501
-41,902
-7% -$992K 0.08% 259
2024
Q2 		$14.1M Buy
635,403
+55,064
+9% +$1.23M 0.08% 274
2024
Q1 		$12.3M Sell
580,339
-10,558
-2% -$209K 0.08% 260
2023
Q4 		$11.7M Buy
590,897
+17,489
+3% +$331K 0.09% 242
2023
Q3 		$10.1M Buy
573,408
+37,577
+7% +$693K 0.1% 233
2023
Q2 		$9.8M Buy
535,831
+11,311
+2% +$214K 0.1% 228
2023
Q1 		$9.9M Buy
524,520
+54,682
+12% +$991K 0.11% 208
2022
Q4 		$8.21M Sell
469,838
-29,634
-6% -$491K 0.07% 291
2022
Q3 		$7.95M Buy
499,472
+484,570
+3,252% +$8.02M 0.09% 255
2022
Q2 		$258K Buy
+14,902
New +$268K ﹤0.01% 1726
2021
Q1 		– Sell
-18,083
Closed -$329K – 2034
2020
Q4 		$329K Buy
+18,083
New +$326K ﹤0.01% 1427

Other funds holding SGOL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Advisors Management Group
Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Kestra Advisory Services's SGOL Position: Q3 2026 in Review

Kestra Advisory Services increased its abrdn Physical Gold Shares ETF (SGOL) stake by 12% in Q3 2026, buying an estimated $3.07M and bringing the position to 691,046 shares worth $27.3M. The position accounts for 0.08% of the portfolio, ranked #261.

Kestra Advisory Services first reported a position in SGOL in Q4 2020 and has held it in 19 quarters since. The position peaked at $30.9M in Q1 2026. 311 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Kestra Advisory Services held 691,046 shares of abrdn Physical Gold Shares ETF worth $27.3M as of Q3 2026.
  • Kestra Advisory Services bought 75,524 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $3.07M.
  • abrdn Physical Gold Shares ETF made up 0.08% of Kestra Advisory Services's portfolio in Q3 2026, its #261 holding.
  • Kestra Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 19 quarters since.
  • Kestra Advisory Services's abrdn Physical Gold Shares ETF position peaked at $30.9M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.