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Laird Norton Wetherby Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$968K Buy
26,294
+617
+2% +$20.4K 0.04% 387
2025
Q2 		$810K Buy
+25,677
New +$805K 0.04% 421
2024
Q4 		$698K Hold
27,868
– – 0.03% 432
2024
Q3 		$700K Sell
27,868
-1,438
-5% -$34K 0.03% 456
2024
Q2 		$651K Sell
29,306
-2,384
-8% -$53.3K 0.03% 472
2024
Q1 		$673K Hold
31,690
– – 0.03% 468
2023
Q4 		$626K Buy
31,690
+14,355
+83% +$271K 0.03% 466
2023
Q3 		$307K Hold
17,335
– – 0.02% 679
2023
Q2 		$318K Sell
17,335
-209
-1% -$3.96K 0.02% 695
2023
Q1 		$331K Sell
17,544
-211
-1% -$3.82K 0.02% 670
2022
Q4 		$310K Sell
17,755
-467
-3% -$7.74K 0.02% 673
2022
Q3 		$290K Sell
18,222
-123
-0.7% -$2.04K 0.02% 670
2022
Q2 		$318K Hold
18,345
– – 0.02% 658
2022
Q1 		$341K Sell
18,345
-833
-4% -$15K 0.02% 671
2021
Q4 		$337K Hold
19,178
– – 0.02% 680
2021
Q3 		$323K Buy
19,178
+125
+0.7% +$2.15K 0.02% 683
2021
Q2 		$324K Buy
+19,053
New +$332K 0.02% 687
2021
Q1 		– Sell
-18,202
Closed -$333K – 879
2020
Q4 		$333K Buy
+18,202
New +$328K 0.02% 620

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SGOL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.4% in Q3 2025, buying an estimated $20.4K and bringing the position to 26,294 shares worth $968K. The position accounts for 0.04% of the portfolio, ranked #387.

Laird Norton Wetherby Wealth Management first reported a position in SGOL in Q4 2020 and has held it in 18 quarters since. 406 funds tracked by Wall St. Rank hold SGOL as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 26,294 shares of abrdn Physical Gold Shares ETF worth $968K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 617 abrdn Physical Gold Shares ETF shares in Q3 2025, an estimated $20.4K.
  • abrdn Physical Gold Shares ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #387 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 18 quarters since.
  • 406 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.