Leelyn Smith’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Leelyn Smith’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	$892K	Sell	23,325 -1,688	-7%	-$72.5K	0.11%	105
2026 Q1	$1.12M	Buy	25,013 +7,884	+46%	+$366K	0.16%	97
2025 Q4	$704K	Buy	17,129 +1,696	+11%	+$67.1K	0.1%	109
2025 Q3	$568K	Buy	15,433 +697	+5%	+$23K	0.09%	111
2025 Q2	$465K	Sell	14,736 -656	-4%	-$20.6K	0.08%	108
2025 Q1	$459K	Buy	+15,392	New	+$421K	0.08%	105
2023 Q1	–	Sell	-2,375	Closed	-$41.5K	–	361
2022 Q4	$41.5K	Buy	2,375 +725	+44%	+$12K	0.01%	198
2022 Q3	$26K	Hold	1,650	–	–	0.01%	206
2022 Q2	$29K	Hold	1,650	–	–	0.01%	225
2022 Q1	$31K	Buy	+1,650	New	+$29.7K	0.01%	220

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

Leelyn Smith's SGOL Position: Q2 2026 in Review

Leelyn Smith reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 6.7% in Q2 2026, selling an estimated $72.5K and leaving 23,325 shares worth $892K. The position accounts for 0.11% of the portfolio, ranked #105.

Leelyn Smith first reported a position in SGOL in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Leelyn Smith held 23,325 shares of abrdn Physical Gold Shares ETF worth $892K as of Q2 2026.
Leelyn Smith sold 1,688 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $72.5K.
abrdn Physical Gold Shares ETF made up 0.11% of Leelyn Smith's portfolio in Q2 2026, its #105 holding.
Leelyn Smith first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and has held it in 10 quarters since.
Leelyn Smith's abrdn Physical Gold Shares ETF position peaked at $1.12M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.