Legacy Bridge’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Legacy Bridge’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	$363K	Buy	8,142 +25	+0.3%	+$1.16K	0.14%	124
2025 Q4	$333K	Hold	8,117	–	–	0.14%	125
2025 Q3	$299K	Sell	8,117 -140	-2%	-$4.62K	0.12%	126
2025 Q2	$260K	Sell	8,257 -15	-0.2%	-$470	0.12%	127
2025 Q1	$247K	Buy	8,272 +272	+3%	+$7.44K	0.14%	129
2024 Q4	$200K	Hold	8,000	–	–	0.1%	134
2024 Q3	$201K	Hold	8,000	–	–	0.11%	135
2024 Q2	$178K	Hold	8,000	–	–	0.1%	130
2024 Q1	$170K	Sell	8,000 -5,500	-41%	-$109K	0.1%	144
2023 Q4	$266K	Hold	13,500	–	–	0.17%	121
2023 Q3	$239K	Hold	13,500	–	–	0.17%	131
2023 Q2	$248K	Hold	13,500	–	–	0.17%	133
2023 Q1	$255K	Hold	13,500	–	–	0.18%	129
2022 Q4	$236K	Hold	13,500	–	–	0.17%	130
2022 Q3	$215K	Hold	13,500	–	–	0.17%	129
2022 Q2	$234K	Hold	13,500	–	–	0.17%	134
2022 Q1	$251K	Hold	13,500	–	–	0.15%	143
2021 Q4	$237K	Hold	13,500	–	–	0.12%	145
2021 Q3	$227K	Hold	13,500	–	–	0.13%	143
2021 Q2	$229K	Hold	13,500	–	–	0.13%	146
2021 Q1	$221K	Hold	13,500	–	–	0.14%	135
2020 Q4	$247K	Hold	13,500	–	–	0.18%	124
2020 Q3	$245K	Hold	13,500	–	–	0.22%	113
2020 Q2	$231K	Hold	13,500	–	–	0.25%	111
2020 Q1	$205K	Hold	13,500	–	–	0.26%	114
2019 Q4	$197K	Hold	13,500	–	–	0.16%	138
2019 Q3	$192K	Hold	13,500	–	–	0.18%	132
2019 Q2	$184K	Hold	13,500	–	–	0.18%	132
2019 Q1	$168K	Hold	13,500	–	–	0.17%	136
2018 Q4	$167K	Buy	+13,500	New	+$160K	0.21%	123

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Bridge's SGOL Position: Q1 2026 in Review

Legacy Bridge increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.31% in Q1 2026, buying an estimated $1.16K and bringing the position to 8,142 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #124.

Legacy Bridge first reported a position in SGOL in Q4 2018 and has held it in 30 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Legacy Bridge held 8,142 shares of abrdn Physical Gold Shares ETF worth $363K as of Q1 2026.
Legacy Bridge bought 25 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $1.16K.
abrdn Physical Gold Shares ETF made up 0.14% of Legacy Bridge's portfolio in Q1 2026, its #124 holding.
Legacy Bridge first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and has held it in 30 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.