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LFG Wealth Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

LFG Wealth Partners’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 		$1.28M Buy
33,448
+10,500
+46% +$451K 0.6% 55
2026
Q1 		$1.02M Buy
22,948
+1,283
+6% +$59.6K 0.62% 59
2025
Q4 		$890K Buy
+21,665
New +$857K 0.57% 60

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

LFG Wealth Partners's SGOL Position: Q2 2026 in Review

LFG Wealth Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 46% in Q2 2026, buying an estimated $451K and bringing the position to 33,448 shares worth $1.28M. The position accounts for 0.6% of the portfolio, ranked #55.

LFG Wealth Partners first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • LFG Wealth Partners held 33,448 shares of abrdn Physical Gold Shares ETF worth $1.28M as of Q2 2026.
  • LFG Wealth Partners bought 10,500 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $451K.
  • abrdn Physical Gold Shares ETF made up 0.6% of LFG Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • LFG Wealth Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.