Lido Advisors
SGOL icon

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

Lido 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 		– Sell
-12,394
Closed -$553K – 2256
2026
Q1 		$553K Sell
12,394
-6,229
-33% -$289K ﹤0.01% 1246
2025
Q4 		$686K Hold
18,623
– – ﹤0.01% 1161
2025
Q3 		$686K Buy
18,623
+881
+5% +$29.1K ﹤0.01% 1099
2025
Q2 		$560K Buy
17,742
+320
+2% +$10K ﹤0.01% 1071
2025
Q1 		$520K Sell
17,422
-746
-4% -$20.4K ﹤0.01% 1011
2024
Q4 		$455K Hold
18,168
– – ﹤0.01% 1034
2024
Q3 		$457K Buy
18,168
+1,418
+8% +$33.6K ﹤0.01% 988
2024
Q2 		$372K Hold
16,750
– – ﹤0.01% 1027
2024
Q1 		$356K Hold
16,750
– – ﹤0.01% 1015
2023
Q4 		$331K Hold
16,750
– – ﹤0.01% 994
2023
Q3 		$296K Hold
16,750
– – ﹤0.01% 920
2023
Q2 		$308K Hold
16,750
– – ﹤0.01% 922
2023
Q1 		$316K Hold
16,750
– – ﹤0.01% 853
2022
Q4 		$293K Hold
16,750
– – ﹤0.01% 794
2022
Q3 		$266K Sell
16,750
-965
-5% -$16K ﹤0.01% 800
2022
Q2 		$307K Sell
17,715
-374
-2% -$6.71K ﹤0.01% 736
2022
Q1 		$336K Sell
18,089
-100
-0.5% -$1.8K ﹤0.01% 767
2021
Q4 		$319K Buy
18,189
+100
+0.6% +$1.72K ﹤0.01% 778
2021
Q3 		$304K Hold
18,089
– – ﹤0.01% 748
2021
Q2 		$307K Hold
18,089
– – ﹤0.01% 712
2021
Q1 		$297K Buy
+18,089
New +$312K 0.01% 661

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

Lido Advisors's SGOL Position: Q2 2026 in Review

Lido Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 12,394 shares — an estimated $553K sold.

Lido Advisors first reported a position in SGOL in Q1 2021 and held it in 21 quarters. The position peaked at $686K in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Lido Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 12,394 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $553K.
  • Lido Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and held it in 21 quarters.
  • Lido Advisors's abrdn Physical Gold Shares ETF position peaked at $686K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.