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 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%	+$89.3K	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

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

Mayfair Advisory Group's SGOL Position: Q1 2026 in Review

Mayfair Advisory Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 11,000 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #96.

Mayfair Advisory Group first reported a position in SGOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $865K in Q2 2024. 485 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Mayfair Advisory Group held 11,000 shares of abrdn Physical Gold Shares ETF worth $491K as of Q1 2026.
Mayfair Advisory Group left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.17% of Mayfair Advisory Group's portfolio in Q1 2026, its #96 holding.
Mayfair Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 10 quarters since.
Mayfair Advisory Group's abrdn Physical Gold Shares ETF position peaked at $865K in Q2 2024.
485 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.