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 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 $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Lido Advisors's SGOL Position: Q1 2026 in Review

Lido Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 33% in Q1 2026, selling an estimated $289K and leaving 12,394 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Lido Advisors first reported a position in SGOL in Q1 2021 and has held it in 21 quarters since. The position peaked at $686K in Q4 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Lido Advisors held 12,394 shares of abrdn Physical Gold Shares ETF worth $553K as of Q1 2026.
Lido Advisors sold 6,229 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $289K.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1246 holding.
Lido Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and has held it in 21 quarters since.
Lido Advisors's abrdn Physical Gold Shares ETF position peaked at $686K in Q4 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.