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

Mayfair Advisory 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	$435K	Hold	11,000	–	–	0.13%	113
2026 Q2	$424K	Hold	11,000	–	–	0.13%	120
2026 Q1	$491K	Hold	11,000	–	–	0.17%	96
2025 Q4	$454K	Sell	11,000 -1,000	-8%	-$39.6K	0.18%	104
2025 Q3	$442K	Hold	12,000	–	–	0.19%	97
2025 Q2	$389K	Hold	12,000	–	–	0.18%	102
2025 Q1	$358K	Sell	12,000 -15,200	-56%	-$416K	0.21%	97
2024 Q4	$681K	Hold	27,200	–	–	0.4%	48
2024 Q3	$689K	Sell	27,200 -10,300	-27%	-$244K	0.43%	42
2024 Q2	$865K	Buy	37,500 +4,000	+12%	+$89.4K	0.59%	34
2024 Q1	$712K	Buy	33,500 +6,000	+22%	+$119K	0.52%	38
2023 Q4	$541K	Buy	+27,500	New	+$520K	0.46%	46

Other funds holding SGOL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Mayfair Advisory Group's SGOL Position: Q3 2026 in Review

Mayfair Advisory Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q3 2026 at 11,000 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #113.

Mayfair Advisory Group first reported a position in SGOL in Q4 2023 and has held it in 12 quarters since. The position peaked at $865K in Q2 2024. 317 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Mayfair Advisory Group held 11,000 shares of abrdn Physical Gold Shares ETF worth $435K as of Q3 2026.
Mayfair Advisory Group left its abrdn Physical Gold Shares ETF share count unchanged in Q3 2026.
abrdn Physical Gold Shares ETF made up 0.13% of Mayfair Advisory Group's portfolio in Q3 2026, its #113 holding.
Mayfair Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 12 quarters since.
Mayfair Advisory Group's abrdn Physical Gold Shares ETF position peaked at $865K in Q2 2024.
317 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.