Modern Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Modern Wealth 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
2026 Q1	$432K	Hold	9,519	–	–	0.01%	613
2025 Q4	$391K	Buy	+9,519	New	+$377K	0.01%	600
2025 Q3	–	Sell	-9,727	Closed	-$307K	–	836
2025 Q2	$307K	Buy	9,727 +2,052	+27%	+$64.3K	0.01%	603
2025 Q1	$229K	Sell	7,675 -491	-6%	-$13.4K	0.01%	608
2024 Q4	$205K	Buy	+8,166	New	+$207K	0.01%	550

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

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

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

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

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Modern Wealth Management's SGOL Position: Q1 2026 in Review

Modern Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 9,519 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #613.

Modern Wealth Management first reported a position in SGOL in Q4 2024 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Modern Wealth Management held 9,519 shares of abrdn Physical Gold Shares ETF worth $432K as of Q1 2026.
Modern Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #613 holding.
Modern Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 5 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.