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Milestone Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Milestone Asset 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 		– Sell
-9,169
Closed -$338K – 249
2025
Q3 		$338K Sell
9,169
-1,745
-16% -$57.6K 0.06% 182
2025
Q2 		$344K Sell
10,914
-31,491
-74% -$987K 0.07% 168
2025
Q1 		$1.26M Buy
42,405
+5,807
+16% +$159K 0.27% 78
2024
Q4 		$917K Buy
+36,598
New +$930K 0.2% 112
2023
Q1 		– Sell
-322,836
Closed -$5.97M – 87
2022
Q4 		$5.97M Buy
+322,836
New +$5.35M 3.55% 7

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $325M AUM 40.6% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Milestone Asset Management's SGOL Position: Q4 2025 in Review

Milestone Asset Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 9,169 shares — an estimated $338K sold.

Milestone Asset Management first reported a position in SGOL in Q4 2022 and held it in 5 quarters. The position peaked at $5.97M in Q4 2022. 467 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Milestone Asset Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Milestone Asset Management sold 9,169 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $338K.
  • Milestone Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 5 quarters.
  • Milestone Asset Management's abrdn Physical Gold Shares ETF position peaked at $5.97M in Q4 2022.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.