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

Lifeworks 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	$682K	Sell	17,841 -3,363	-16%	-$145K	0.07%	172
2026 Q1	$946K	Sell	21,204 -37,039	-64%	-$1.72M	0.12%	132
2025 Q4	$2.39M	Sell	58,243 -29,032	-33%	-$1.15M	0.31%	84
2025 Q3	$3.21M	Sell	87,275 -14,027	-14%	-$463K	0.43%	71
2025 Q2	$3.2M	Sell	101,302 -11,792	-10%	-$370K	0.48%	68
2025 Q1	$3.37M	Sell	113,094 -77,375	-41%	-$2.12M	0.56%	47
2024 Q4	$4.77M	Buy	190,469 +55,713	+41%	+$1.42M	0.86%	34
2024 Q3	$3.39M	Buy	+134,756	New	+$3.19M	0.67%	43

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AIP

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lifeworks Advisors's SGOL Position: Q2 2026 in Review

Lifeworks Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 16% in Q2 2026, selling an estimated $145K and leaving 17,841 shares worth $682K. The position accounts for 0.07% of the portfolio, ranked #172.

Lifeworks Advisors first reported a position in SGOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.77M in Q4 2024. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Lifeworks Advisors held 17,841 shares of abrdn Physical Gold Shares ETF worth $682K as of Q2 2026.
Lifeworks Advisors sold 3,363 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $145K.
abrdn Physical Gold Shares ETF made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #172 holding.
Lifeworks Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's abrdn Physical Gold Shares ETF position peaked at $4.77M in Q4 2024.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.