LB Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

LB 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
2026 Q2	$421K	Hold	11,000	–	–	0.29%	23
2026 Q1	$491K	Hold	11,000	–	–	0.44%	27
2025 Q4	$452K	Hold	11,000	–	–	0.42%	20
2025 Q3	$405K	Hold	11,000	–	–	0.26%	24
2025 Q2	$354K	Hold	11,000	–	–	0.23%	20
2025 Q1	$329K	Hold	11,000	–	–	0.24%	19
2024 Q4	$276K	Hold	11,000	–	–	0.21%	19
2024 Q3	$276K	Hold	11,000	–	–	0.24%	19
2024 Q2	$244K	Hold	11,000	–	–	0.2%	23
2024 Q1	$234K	Hold	11,000	–	–	0.24%	20
2023 Q4	$217K	Buy	+11,000	New	+$208K	0.24%	24

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

LB Partners's SGOL Position: Q2 2026 in Review

LB Partners held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 11,000 shares worth $421K. The position accounts for 0.29% of the portfolio, ranked #23.

LB Partners first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

LB Partners held 11,000 shares of abrdn Physical Gold Shares ETF worth $421K as of Q2 2026.
LB Partners left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.29% of LB Partners's portfolio in Q2 2026, its #23 holding.
LB Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
LB Partners's abrdn Physical Gold Shares ETF position peaked at $491K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.