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

Mission 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	$743K	Buy	+19,446	New	+$836K	0.62%	42
2025 Q1	$900K	Buy	+20,164	New	+$552K	0.83%	32
2021 Q4	$871K	Buy	+21,212	New	+$366K	0.81%	37

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Mission Financial Group opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 19,446 shares worth $743K. The stake represents 0.62% of the portfolio and ranks #42 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in SGOL as recently as Q1 2025.

Mission Financial Group first reported a position in SGOL in Q4 2021 and has held it in 3 quarters since. The position peaked at $900K in Q1 2025. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Mission Financial Group held 19,446 shares of abrdn Physical Gold Shares ETF worth $743K as of Q2 2026.
abrdn Physical Gold Shares ETF was a new Mission Financial Group position in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.62% of Mission Financial Group's portfolio in Q2 2026, its #42 holding.
Mission Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 3 quarters since.
Mission Financial Group's abrdn Physical Gold Shares ETF position peaked at $900K in Q1 2025.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.