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

Kestra Private Wealth 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 Q2	$478K	Buy	12,515 +1,559	+14%	+$67K	0.01%	1257
2026 Q1	$489K	Buy	10,956 +3,034	+38%	+$141K	0.01%	1222
2025 Q4	$325K	Buy	7,922 +819	+12%	+$32.4K	﹤0.01%	1386
2025 Q3	$261K	Sell	7,103 -16,315	-70%	-$538K	﹤0.01%	1435
2025 Q2	$739K	Sell	23,418 -4,748	-17%	-$149K	0.01%	862
2025 Q1	$840K	Sell	28,166 -34,945	-55%	-$956K	0.01%	744
2024 Q4	$1.58M	Sell	63,111 -703	-1%	-$17.9K	0.03%	502
2024 Q3	$1.6M	Buy	63,814 +17,324	+37%	+$410K	0.03%	479
2024 Q2	$1.03M	Buy	46,490 +23,094	+99%	+$516K	0.02%	563
2024 Q1	$497K	Sell	23,396 -3,122	-12%	-$61.8K	0.01%	800
2023 Q4	$523K	Buy	+26,518	New	+$501K	0.01%	714

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

Kestra Private Wealth Services's SGOL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q2 2026, buying an estimated $67K and bringing the position to 12,515 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #1257.

Kestra Private Wealth Services first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q3 2024. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Kestra Private Wealth Services held 12,515 shares of abrdn Physical Gold Shares ETF worth $478K as of Q2 2026.
Kestra Private Wealth Services bought 1,559 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $67K.
abrdn Physical Gold Shares ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1257 holding.
Kestra Private Wealth Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's abrdn Physical Gold Shares ETF position peaked at $1.6M in Q3 2024.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.