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 Q2	$311K	Hold	8,142	–	–	0.1%	134
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 $4.41B 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 $104B AUM 28.3% 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

Legacy Bridge's SGOL Position: Q2 2026 in Review

Legacy Bridge held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 8,142 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #134.

Legacy Bridge first reported a position in SGOL in Q4 2018 and has held it in 31 quarters since. The position peaked at $363K in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Legacy Bridge held 8,142 shares of abrdn Physical Gold Shares ETF worth $311K as of Q2 2026.
Legacy Bridge left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.1% of Legacy Bridge's portfolio in Q2 2026, its #134 holding.
Legacy Bridge first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's abrdn Physical Gold Shares ETF position peaked at $363K in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.