MA
SGOL icon

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

MBA 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 		– Sell
-4,886
Closed -$218K – 169
2026
Q1 		$218K Sell
4,886
-84
-2% -$3.9K 0.08% 139
2025
Q4 		$204K Buy
+4,970
New +$197K 0.08% 135
2023
Q1 		– Sell
-10,095
Closed -$176K – 127
2022
Q4 		$176K Sell
10,095
-30
-0.3% -$497 0.12% 120
2022
Q3 		$161K Buy
10,125
+52
+0.5% +$860 0.12% 118
2022
Q2 		$175K Sell
10,073
-1,203
-11% -$21.6K 0.12% 124
2022
Q1 		$210K Sell
11,276
-519
-4% -$9.36K 0.13% 138
2021
Q4 		$207K Sell
11,795
-10
-0.1% -$172 0.13% 147
2021
Q3 		$199K Sell
11,805
-197
-2% -$3.38K 0.15% 133
2021
Q2 		$204K Sell
12,002
-8,646
-42% -$151K 0.1% 133
2021
Q1 		$339K Buy
+20,648
New +$356K 0.19% 94

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

MBA Advisors's SGOL Position: Q2 2026 in Review

MBA Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 4,886 shares — an estimated $218K sold.

MBA Advisors first reported a position in SGOL in Q1 2021 and held it in 10 quarters. The position peaked at $339K in Q1 2021. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • MBA Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • MBA Advisors sold 4,886 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $218K.
  • MBA Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and held it in 10 quarters.
  • MBA Advisors's abrdn Physical Gold Shares ETF position peaked at $339K in Q1 2021.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.