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Legacy Wealth Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Legacy Wealth Asset 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 		$2.05M Sell
53,649
-605
-1% -$26K 0.45% 51
2026
Q1 		$2.42M Sell
54,254
-3,498
-6% -$162K 0.59% 28
2025
Q4 		$2.37M Sell
57,752
-1,912
-3% -$75.7K 0.58% 25
2025
Q3 		$2.2M Buy
59,664
+2,489
+4% +$82.1K 0.53% 35
2025
Q2 		$1.8M Buy
57,175
+2,561
+5% +$80.3K 0.46% 55
2025
Q1 		$1.63M Buy
54,614
+667
+1% +$18.2K 0.45% 55
2024
Q4 		$1.35M Buy
53,947
+5,372
+11% +$136K 0.37% 66
2024
Q3 		$1.22M Sell
48,575
-2,633
-5% -$62.3K 0.33% 84
2024
Q2 		$1.14M Sell
51,208
-2,900
-5% -$64.8K 0.32% 83
2024
Q1 		$1.15M Sell
54,108
-18,557
-26% -$368K 0.32% 79
2023
Q4 		$1.43M Sell
72,665
-8,452
-10% -$160K 0.47% 61
2023
Q3 		$1.43M Sell
81,117
-982
-1% -$18.1K 0.53% 52
2023
Q2 		$1.51M Sell
82,099
-43
-0.1% -$814 0.53% 48
2023
Q1 		$1.55M Sell
82,142
-35
-0% -$634 0.56% 40
2022
Q4 		$1.44M Buy
82,177
+4,106
+5% +$68.1K 0.55% 42
2022
Q3 		$1.24M Sell
78,071
-1,012
-1% -$16.7K 0.54% 44
2022
Q2 		$1.37M Buy
79,083
+6,102
+8% +$110K 0.56% 37
2022
Q1 		$1.36M Buy
72,981
+2,685
+4% +$48.4K 0.48% 55
2021
Q4 		$1.23M Buy
70,296
+2,092
+3% +$36.1K 0.42% 57
2021
Q3 		$1.15M Buy
68,204
+312
+0.5% +$5.36K 0.53% 45
2021
Q2 		$1.15M Sell
67,892
-1,442
-2% -$25.1K 0.51% 43
2021
Q1 		$1.14M Sell
69,334
-1,273
-2% -$21.9K 0.52% 39
2020
Q4 		$1.29M Buy
+70,607
New +$1.27M 0.65% 24

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 $104B AUM 28.3% 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

Legacy Wealth Asset Management's SGOL Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.1% in Q2 2026, selling an estimated $26K and leaving 53,649 shares worth $2.05M. The position accounts for 0.45% of the portfolio, ranked #51.

Legacy Wealth Asset Management first reported a position in SGOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.42M in Q1 2026. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Legacy Wealth Asset Management held 53,649 shares of abrdn Physical Gold Shares ETF worth $2.05M as of Q2 2026.
  • Legacy Wealth Asset Management sold 605 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $26K.
  • abrdn Physical Gold Shares ETF made up 0.45% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #51 holding.
  • Legacy Wealth Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's abrdn Physical Gold Shares ETF position peaked at $2.42M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.