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MJT & Associates Financial Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

MJT & Associates Financial Advisory’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
Q2 		– Sell
-370
Closed -$11K – 496
2025
Q1 		$11K Buy
+370
New +$10.1K 0.01% 204

Other funds holding SGOL

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

MJT & Associates Financial Advisory's SGOL Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2025, closing a stake of 370 shares — an estimated $11K sold.

MJT & Associates Financial Advisory first reported a position in SGOL in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

  • MJT & Associates Financial Advisory reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 370 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $11K.
  • MJT & Associates Financial Advisory first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's abrdn Physical Gold Shares ETF position peaked at $11K in Q1 2025.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.