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Modus Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Modus Advisors’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 		– Sell
-370
Closed -$15.2K – 300
2025
Q4 		$15.2K Buy
+370
New +$14.6K ﹤0.01% 249
2025
Q1 		– Sell
-370
Closed -$9.27K – 270
2024
Q4 		$9.27K Buy
+370
New +$9.4K ﹤0.01% 225
2021
Q3 		– Sell
-937
Closed -$16K – 216
2021
Q2 		$16K Buy
+937
New +$16.3K 0.01% 201
2020
Q3 		– Sell
-2,635
Closed -$45K – 185
2020
Q2 		$45K Sell
2,635
-13,041
-83% -$215K 0.03% 123
2020
Q1 		$237K Buy
15,676
+280
+2% +$4.27K 0.22% 58
2019
Q4 		$225K Buy
+15,396
New +$220K 0.18% 64

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Modus Advisors's SGOL Position: Q1 2026 in Review

Modus Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 370 shares — an estimated $15.2K sold.

Modus Advisors first reported a position in SGOL in Q4 2019 and held it in 6 quarters. The position peaked at $237K in Q1 2020. 490 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Modus Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 370 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $15.2K.
  • Modus Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and held it in 6 quarters.
  • Modus Advisors's abrdn Physical Gold Shares ETF position peaked at $237K in Q1 2020.
  • 490 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.