Key Client Fiduciary Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Key Client Fiduciary 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	$589K	Buy	15,398 +1,602	+12%	+$68.8K	0.17%	122
2026 Q1	$616K	Buy	13,796 +771	+6%	+$35.8K	0.21%	102
2025 Q4	$535K	Buy	13,025 +123	+1%	+$4.87K	0.18%	108
2025 Q3	$475K	Buy	12,902 +720	+6%	+$23.8K	0.16%	123
2025 Q2	$384K	Buy	12,182 +419	+4%	+$13.1K	0.16%	132
2025 Q1	$351K	Buy	11,763 +958	+9%	+$26.2K	0.16%	136
2024 Q4	$271K	Buy	10,805 +275	+3%	+$6.99K	0.12%	156
2024 Q3	$265K	Buy	10,530 +800	+8%	+$18.9K	0.12%	162
2024 Q2	$216K	Buy	+9,730	New	+$217K	0.11%	170

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

Key Client Fiduciary Advisors's SGOL Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 12% in Q2 2026, buying an estimated $68.8K and bringing the position to 15,398 shares worth $589K. The position accounts for 0.17% of the portfolio, ranked #122.

Key Client Fiduciary Advisors first reported a position in SGOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $616K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Key Client Fiduciary Advisors held 15,398 shares of abrdn Physical Gold Shares ETF worth $589K as of Q2 2026.
Key Client Fiduciary Advisors bought 1,602 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $68.8K.
abrdn Physical Gold Shares ETF made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #122 holding.
Key Client Fiduciary Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 9 quarters since.
Key Client Fiduciary Advisors's abrdn Physical Gold Shares ETF position peaked at $616K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.