LGT Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

LGT Financial Advisors’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	$153K	Hold	4,000	–	–	0.81%	19
2026 Q1	$178K	Hold	4,000	–	–	0.91%	15
2025 Q4	$164K	Hold	4,000	–	–	1.01%	16
2025 Q3	$147K	Hold	4,000	–	–	0.32%	60
2025 Q2	$126K	Hold	4,000	–	–	0.32%	58
2025 Q1	$119K	Hold	4,000	–	–	0.36%	60
2024 Q4	$100K	Hold	4,000	–	–	0.22%	85
2024 Q3	$101K	Hold	4,000	–	–	0.25%	71
2024 Q2	$88.9K	Hold	4,000	–	–	0.19%	94
2024 Q1	$85K	Hold	4,000	–	–	0.1%	189
2023 Q4	$79K	Hold	4,000	–	–	0.1%	181
2023 Q3	$70.8K	Buy	+4,000	New	+$73.7K	0.09%	189

Other funds holding SGOL

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LGT Financial Advisors's SGOL Position: Q2 2026 in Review

LGT Financial Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 4,000 shares worth $153K. The position accounts for 0.81% of the portfolio, ranked #19.

LGT Financial Advisors first reported a position in SGOL in Q3 2023 and has held it in 12 quarters since. The position peaked at $178K in Q1 2026. 212 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

LGT Financial Advisors held 4,000 shares of abrdn Physical Gold Shares ETF worth $153K as of Q2 2026.
LGT Financial Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.81% of LGT Financial Advisors's portfolio in Q2 2026, its #19 holding.
LGT Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 12 quarters since.
LGT Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $178K in Q1 2026.
212 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.