MFG
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Merit Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Merit Financial 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
Q2 		$14.1M Buy
368,968
+7,323
+2% +$315K 0.09% 203
2026
Q1 		$16.1M Sell
361,645
-14,359
-4% -$667K 0.12% 150
2025
Q4 		$15.4M Sell
376,004
-8,716
-2% -$345K 0.12% 143
2025
Q3 		$14.2M Buy
384,720
+8,992
+2% +$297K 0.13% 128
2025
Q2 		$11.9M Sell
375,728
-2,616
-0.7% -$82K 0.13% 122
2025
Q1 		$11.3M Buy
378,344
+48,094
+15% +$1.32M 0.17% 101
2024
Q4 		$8.27M Buy
330,250
+19,850
+6% +$504K 0.15% 123
2024
Q3 		$7.8M Buy
310,400
+47,622
+18% +$1.13M 0.17% 105
2024
Q2 		$5.84M Buy
262,778
+2,492
+1% +$55.7K 0.13% 126
2024
Q1 		$5.73M Buy
+260,286
New +$5.16M 0.14% 124

Other funds holding SGOL

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Merit Financial Group's SGOL Position: Q2 2026 in Review

Merit Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2% in Q2 2026, buying an estimated $315K and bringing the position to 368,968 shares worth $14.1M. The position accounts for 0.09% of the portfolio, ranked #203.

Merit Financial Group first reported a position in SGOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.1M in Q1 2026. 69 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Merit Financial Group held 368,968 shares of abrdn Physical Gold Shares ETF worth $14.1M as of Q2 2026.
  • Merit Financial Group bought 7,323 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $315K.
  • abrdn Physical Gold Shares ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #203 holding.
  • Merit Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 10 quarters since.
  • Merit Financial Group's abrdn Physical Gold Shares ETF position peaked at $16.1M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.