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Mountain Lake Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Mountain Lake Investment 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
Q2 		$12.4M Sell
324,355
-563
-0.2% -$24.2K 7.72% 3
2026
Q1 		$14.5M Sell
324,918
-37,803
-10% -$1.76M 9.37% 2
2025
Q4 		$14.9M Sell
362,721
-96,380
-21% -$3.81M 11.32% 1
2025
Q3 		$16.9M Sell
459,101
-56,832
-11% -$1.88M 12.59% 1
2025
Q2 		$16.3M Sell
515,933
-13,469
-3% -$422K 13.54% 1
2025
Q1 		$15.8M Buy
529,402
+82,107
+18% +$2.25M 14.86% 1
2024
Q4 		$11.2M Sell
447,295
-127,705
-22% -$3.24M 12.9% 1
2024
Q3 		$14.4M Sell
575,000
-60,000
-9% -$1.42M 15.19% 1
2024
Q2 		$14.1M Buy
635,000
+10,000
+2% +$223K 14.78% 1
2024
Q1 		$13.3M Buy
625,000
+2,000
+0.3% +$39.6K 13.77% 1
2023
Q4 		$12.3M Sell
623,000
-52,000
-8% -$983K 12.58% 1
2023
Q3 		$11.9M Sell
675,000
-8,000
-1% -$147K 9.58% 2
2023
Q2 		$12.5M Sell
683,000
-32,000
-4% -$606K 7.84% 4
2023
Q1 		$13.5M Hold
715,000
– – 12.31% 1
2022
Q4 		$12.5M Buy
715,000
+25,000
+4% +$415K 9.49% 2
2022
Q3 		$11M Buy
690,000
+35,000
+5% +$579K 9.35% 3
2022
Q2 		$11.4M Sell
655,000
-30,000
-4% -$539K 9.71% 3
2022
Q1 		$12.7M Buy
685,000
+335,000
+96% +$6.04M 7.68% 4
2021
Q4 		$6.15M Buy
350,000
+295,000
+536% +$5.09M 2.94% 13
2021
Q3 		$927K Buy
55,000
+20,000
+57% +$344K 0.4% 25
2021
Q2 		$595K Hold
35,000
– – 0.29% 29
2021
Q1 		$574K Buy
35,000
+10,000
+40% +$172K 0.32% 28
2020
Q4 		$457K Buy
+25,000
New +$451K 0.3% 24

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mountain Lake Investment Management's SGOL Position: Q2 2026 in Review

Mountain Lake Investment Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.17% in Q2 2026, selling an estimated $24.2K and leaving 324,355 shares worth $12.4M. The position accounts for 7.72% of the portfolio, ranked #3.

Mountain Lake Investment Management first reported a position in SGOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.9M in Q3 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Mountain Lake Investment Management held 324,355 shares of abrdn Physical Gold Shares ETF worth $12.4M as of Q2 2026.
  • Mountain Lake Investment Management sold 563 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $24.2K.
  • abrdn Physical Gold Shares ETF made up 7.72% of Mountain Lake Investment Management's portfolio in Q2 2026, its #3 holding.
  • Mountain Lake Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 23 quarters since.
  • Mountain Lake Investment Management's abrdn Physical Gold Shares ETF position peaked at $16.9M in Q3 2025.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Mountain Lake Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.