NBT Bank’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

NBT Bank’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	$2.45M	Buy	54,818 +54,736	+66,751%	+$2.54M	0.16%	132
2025 Q4	$2.26M	Buy	82 +8	+11%	+$317	0.15%	136
2025 Q3	$2.08M	Sell	74 -56,782	-100%	-$1.87M	0.14%	145
2025 Q2	$1.79M	Sell	56,856 -1,150	-2%	-$36K	0.12%	156
2025 Q1	$1.73M	Buy	58,006 +54,979	+1,816%	+$1.5M	0.12%	160
2024 Q4	$75.8K	Sell	3,027 -55,709	-95%	-$1.42M	0.01%	461
2024 Q3	$1.48M	Sell	58,736 -2,073	-3%	-$49.1K	0.1%	181
2024 Q2	$1.35M	Sell	60,809 -2,731	-4%	-$61K	0.1%	181
2024 Q1	$1.35M	Sell	63,540 -3,202	-5%	-$63.4K	0.1%	176
2023 Q4	$1.32M	Buy	+66,742	New	+$1.26M	0.1%	177

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

NBT Bank's SGOL Position: Q1 2026 in Review

NBT Bank increased its abrdn Physical Gold Shares ETF (SGOL) stake by 66,751% in Q1 2026, buying an estimated $2.54M and bringing the position to 54,818 shares worth $2.45M. The position accounts for 0.16% of the portfolio, ranked #132.

NBT Bank 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.

NBT Bank held 54,818 shares of abrdn Physical Gold Shares ETF worth $2.45M as of Q1 2026.
NBT Bank bought 54,736 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $2.54M.
abrdn Physical Gold Shares ETF made up 0.16% of NBT Bank's portfolio in Q1 2026, its #132 holding.
NBT Bank 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 NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.