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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
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 		$204 Sell
12,002
-8,646
-42% -$151K 0.1% 133
2021
Q1 		$339 Buy
+20,648
New +$356K 0.19% 94

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

MBA Advisors's SGOL Position: Q1 2026 in Review

MBA Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.7% in Q1 2026, selling an estimated $3.9K and leaving 4,886 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #139.

MBA Advisors first reported a position in SGOL in Q1 2021 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • MBA Advisors held 4,886 shares of abrdn Physical Gold Shares ETF worth $218K as of Q1 2026.
  • MBA Advisors sold 84 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $3.9K.
  • abrdn Physical Gold Shares ETF made up 0.08% of MBA Advisors's portfolio in Q1 2026, its #139 holding.
  • MBA Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and has held it in 10 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.