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Leavell Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Leavell Investment 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
2026
Q2 		$1.25M Buy
32,707
+4,518
+16% +$194K 0.05% 293
2026
Q1 		$1.26M Buy
28,189
+1,888
+7% +$87.7K 0.05% 277
2025
Q4 		$1.08M Buy
26,301
+6,738
+34% +$267K 0.05% 289
2025
Q3 		$720K Buy
19,563
+7,423
+61% +$245K 0.03% 353
2025
Q2 		$383K Buy
12,140
+4,766
+65% +$149K 0.02% 455
2025
Q1 		$220K Buy
+7,374
New +$202K 0.01% 518

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Leavell Investment Management's SGOL Position: Q2 2026 in Review

Leavell Investment Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 16% in Q2 2026, buying an estimated $194K and bringing the position to 32,707 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #293.

Leavell Investment Management first reported a position in SGOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Leavell Investment Management held 32,707 shares of abrdn Physical Gold Shares ETF worth $1.25M as of Q2 2026.
  • Leavell Investment Management bought 4,518 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $194K.
  • abrdn Physical Gold Shares ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #293 holding.
  • Leavell Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and has held it in 6 quarters since.
  • Leavell Investment Management's abrdn Physical Gold Shares ETF position peaked at $1.26M in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.