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Mount Yale Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Mount Yale Investment 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 		$292K Hold
6,545
– – 0.01% 906
2025
Q4 		$269K Hold
6,545
– – 0.01% 616
2025
Q3 		$241K Buy
+6,545
New +$216K 0.02% 577

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Mount Yale Investment Advisors's SGOL Position: Q1 2026 in Review

Mount Yale Investment Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 6,545 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #906.

Mount Yale Investment Advisors first reported a position in SGOL in Q3 2025 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Mount Yale Investment Advisors held 6,545 shares of abrdn Physical Gold Shares ETF worth $292K as of Q1 2026.
  • Mount Yale Investment Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #906 holding.
  • Mount Yale Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 3 quarters since.
  • 487 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.