Mather Group
SGOL icon

Mather Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Mather Group’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
Q3 		$1.43M Sell
36,038
-47
-0.1% -$1.91K 0.01% 313
2026
Q2 		$1.38M Sell
36,085
-3,575
-9% -$154K 0.01% 325
2026
Q1 		$1.77M Sell
39,660
-862
-2% -$40K 0.02% 241
2025
Q4 		$1.66M Sell
40,522
-2,777
-6% -$110K 0.02% 220
2025
Q3 		$1.59M Sell
43,299
-898
-2% -$29.6K 0.02% 227
2025
Q2 		$1.39M Sell
44,197
-763
-2% -$23.9K 0.01% 234
2025
Q1 		$1.34M Sell
44,960
-3,417
-7% -$93.5K 0.02% 217
2024
Q4 		$1.21M Buy
48,377
+18,714
+63% +$475K 0.02% 220
2024
Q3 		$745K Sell
29,663
-61,021
-67% -$1.44M 0.01% 282
2024
Q2 		$1.93M Sell
90,684
-771
-0.8% -$17.2K 0.02% 186
2024
Q1 		$1.81M Sell
91,455
-12,725
-12% -$252K 0.03% 162
2023
Q4 		$2.06M Sell
104,180
-17,964
-15% -$340K 0.03% 159
2023
Q3 		$2.16M Sell
122,144
-2,549
-2% -$47K 0.04% 149
2023
Q2 		$2.29M Sell
124,693
-14,698
-11% -$278K 0.04% 154
2023
Q1 		$2.63M Sell
139,391
-112
-0.1% -$2.03K 0.05% 128
2022
Q4 		$2.44M Sell
139,503
-1,725
-1% -$28.6K 0.05% 124
2022
Q3 		$2.25M Sell
141,228
-50,923
-27% -$842K 0.05% 124
2022
Q2 		$3.33M Buy
192,151
+146,767
+323% +$2.64M 0.08% 92
2022
Q1 		$843K Buy
+45,384
New +$818K 0.02% 196

Other funds holding SGOL

Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

Mather Group's SGOL Position: Q3 2026 in Review

Mather Group reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.13% in Q3 2026, selling an estimated $1.91K and leaving 36,038 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #313.

Mather Group first reported a position in SGOL in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.33M in Q2 2022. 121 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Mather Group held 36,038 shares of abrdn Physical Gold Shares ETF worth $1.43M as of Q3 2026.
  • Mather Group sold 47 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $1.91K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #313 holding.
  • Mather Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and has held it in 19 quarters since.
  • Mather Group's abrdn Physical Gold Shares ETF position peaked at $3.33M in Q2 2022.
  • 121 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.