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 Q2	$4.63M	Sell	121,068 -30,016	-20%	-$1.29M	0.28%	70
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 $4.41B 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

MONECO Advisors's SGOL Position: Q2 2026 in Review

MONECO Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 20% in Q2 2026, selling an estimated $1.29M and leaving 121,068 shares worth $4.63M. The position accounts for 0.28% of the portfolio, ranked #70.

MONECO Advisors first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.74M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

MONECO Advisors held 121,068 shares of abrdn Physical Gold Shares ETF worth $4.63M as of Q2 2026.
MONECO Advisors sold 30,016 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $1.29M.
abrdn Physical Gold Shares ETF made up 0.28% of MONECO Advisors's portfolio in Q2 2026, its #70 holding.
MONECO Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
MONECO Advisors's abrdn Physical Gold Shares ETF position peaked at $6.74M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.