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Larson Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Larson Financial Group’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
Q1 		$349K Hold
7,823
– – 0.01% 580
2025
Q4 		$321K Sell
7,823
-400
-5% -$15.8K 0.01% 588
2025
Q3 		$303K Sell
8,223
-495
-6% -$16.3K 0.01% 600
2025
Q2 		$275K Sell
8,718
-955
-10% -$29.9K 0.01% 598
2025
Q1 		$288K Sell
9,673
-293
-3% -$8.02K 0.01% 540
2024
Q4 		$250K Sell
9,966
-19,518
-66% -$496K 0.01% 518
2024
Q3 		$741K Sell
29,484
-97,455
-77% -$2.31M 0.04% 266
2024
Q2 		$2.82M Sell
126,939
-2,804
-2% -$62.6K 0.19% 95
2024
Q1 		$2.76M Sell
129,743
-10,100
-7% -$200K 0.21% 88
2023
Q4 		$2.76M Sell
139,843
-9,865
-7% -$187K 0.24% 76
2023
Q3 		$2.65M Buy
149,708
+65,104
+77% +$1.2M 0.26% 70
2023
Q2 		$1.55M Buy
84,604
+66,217
+360% +$1.25M 0.16% 121
2023
Q1 		$347K Buy
18,387
+3,584
+24% +$65K 0.04% 242
2022
Q4 		$259K Sell
14,803
-6,811
-32% -$113K 0.03% 266
2022
Q3 		$344K Sell
21,614
-192,950
-90% -$3.19M 0.05% 204
2022
Q2 		$3.72M Buy
214,564
+11,234
+6% +$202K 0.64% 32
2022
Q1 		$3.78M Sell
203,330
-8,003
-4% -$144K 0.6% 33
2021
Q4 		$3.71M Buy
211,333
+209,555
+11,786% +$3.61M 0.59% 35
2021
Q3 		$30K Buy
+1,778
New +$30.5K 0.01% 385
2020
Q4 		– Sell
-3,769
Closed -$68K – 837
2020
Q3 		$68K Buy
3,769
+478
+15% +$8.8K 0.03% 161
2020
Q2 		$56K Buy
+3,291
New +$54.3K 0.03% 183

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Larson Financial Group's SGOL Position: Q1 2026 in Review

Larson Financial Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 7,823 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #580.

Larson Financial Group first reported a position in SGOL in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.78M in Q1 2022. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Larson Financial Group held 7,823 shares of abrdn Physical Gold Shares ETF worth $349K as of Q1 2026.
  • Larson Financial Group left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #580 holding.
  • Larson Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 21 quarters since.
  • Larson Financial Group's abrdn Physical Gold Shares ETF position peaked at $3.78M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.