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Nadler Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Nadler Financial Group’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
2025
Q4 		– Sell
-13,660
Closed -$503K – 146
2025
Q3 		$503K Hold
13,660
– – 0.05% 80
2025
Q2 		$431K Hold
13,660
– – 0.04% 82
2025
Q1 		$407K Sell
13,660
-4,650
-25% -$127K 0.05% 82
2024
Q4 		$459K Sell
18,310
-305
-2% -$7.75K 0.05% 75
2024
Q3 		$468K Hold
18,615
– – 0.05% 73
2024
Q2 		$414K Hold
18,615
– – 0.05% 71
2024
Q1 		$395K Sell
18,615
-65
-0.3% -$1.29K 0.05% 74
2023
Q4 		$369K Sell
18,680
-65
-0.3% -$1.23K 0.05% 75
2023
Q3 		$332K Sell
18,745
-70
-0.4% -$1.29K 0.05% 76
2023
Q2 		$346K Sell
18,815
-1,760
-9% -$33.3K 0.05% 72
2023
Q1 		$388K Hold
20,575
– – 0.06% 69
2022
Q4 		$359K Sell
20,575
-9,135
-31% -$151K 0.06% 74
2022
Q3 		$473K Hold
29,710
– – 0.09% 62
2022
Q2 		$515K Buy
29,710
+1,235
+4% +$22.2K 0.09% 61
2022
Q1 		$529K Buy
28,475
+70
+0.2% +$1.26K 0.08% 63
2021
Q4 		$499K Buy
28,405
+7,835
+38% +$135K 0.07% 72
2021
Q3 		$347K Hold
20,570
– – 0.06% 82
2021
Q2 		$349K Hold
20,570
– – 0.06% 81
2021
Q1 		$337K Buy
+20,570
New +$354K 0.06% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Nadler Financial Group's SGOL Position: Q4 2025 in Review

Nadler Financial Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 13,660 shares — an estimated $503K sold.

Nadler Financial Group first reported a position in SGOL in Q1 2021 and held it in 19 quarters. The position peaked at $529K in Q1 2022. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Nadler Financial Group reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Nadler Financial Group sold 13,660 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $503K.
  • Nadler Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and held it in 19 quarters.
  • Nadler Financial Group's abrdn Physical Gold Shares ETF position peaked at $529K in Q1 2022.
  • 465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Nadler Financial Group's 13F filing for Q4 2025, filed 28 Jan 2026.