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

MONECO 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	$6.74M	Sell	151,084 -1,722	-1%	-$80K	0.52%	39
2025 Q4	$6.28M	Sell	152,806 -80	-0.1%	-$3.17K	0.5%	42
2025 Q3	$5.63M	Buy	152,886 +409	+0.3%	+$13.5K	0.47%	42
2025 Q2	$4.81M	Sell	152,477 -2,962	-2%	-$92.8K	0.45%	42
2025 Q1	$4.64M	Buy	155,439 +3,046	+2%	+$83.3K	0.48%	40
2024 Q4	$3.82M	Buy	152,393 +912	+0.6%	+$23.2K	0.4%	56
2024 Q3	$3.81M	Buy	151,481 +41,560	+38%	+$983K	0.47%	55
2024 Q2	$2.44M	Sell	109,921 -3,825	-3%	-$85.4K	0.36%	78
2024 Q1	$2.42M	Buy	113,746 +1,540	+1%	+$30.5K	0.38%	71
2023 Q4	$2.21M	Buy	+112,206	New	+$2.12M	0.42%	63

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

MONECO Advisors's SGOL Position: Q1 2026 in Review

MONECO Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.1% in Q1 2026, selling an estimated $80K and leaving 151,084 shares worth $6.74M. The position accounts for 0.52% of the portfolio, ranked #39.

MONECO Advisors first reported a position in SGOL in Q4 2023 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

MONECO Advisors held 151,084 shares of abrdn Physical Gold Shares ETF worth $6.74M as of Q1 2026.
MONECO Advisors sold 1,722 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $80K.
abrdn Physical Gold Shares ETF made up 0.52% of MONECO Advisors's portfolio in Q1 2026, its #39 holding.
MONECO Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 10 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.