Kovitz Investment Group Partners
SGOL icon

Kovitz Investment Group Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-32,952
Closed -$1.21M – 1174
2025
Q3 		$1.21M Sell
32,952
-1,359
-4% -$44.9K ﹤0.01% 794
2025
Q2 		$1.08M Buy
+34,311
New +$1.08M ﹤0.01% 785

Other funds holding SGOL

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $325M AUM 40.6% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Kovitz Investment Group Partners's SGOL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 32,952 shares — an estimated $1.21M sold.

Kovitz Investment Group Partners first reported a position in SGOL in Q2 2025 and held it in 2 quarters. The position peaked at $1.21M in Q3 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 32,952 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $1.21M.
  • Kovitz Investment Group Partners first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's abrdn Physical Gold Shares ETF position peaked at $1.21M in Q3 2025.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.