Meritage Portfolio Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Meritage Portfolio Management’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
2025 Q4	$217K	Buy	+5,280	New	+$209K	0.01%	301

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Meritage Portfolio Management's SGOL Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q4 2025: 5,280 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings.

465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

Meritage Portfolio Management held 5,280 shares of abrdn Physical Gold Shares ETF worth $217K as of Q4 2025.
abrdn Physical Gold Shares ETF was a new Meritage Portfolio Management position in Q4 2025.
abrdn Physical Gold Shares ETF made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #301 holding.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.