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 Q2	$372K	Sell	9,722 -45,096	-82%	-$1.94M	0.02%	298
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 $4.41B 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

NBT Bank's SGOL Position: Q2 2026 in Review

NBT Bank reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 82% in Q2 2026, selling an estimated $1.94M and leaving 9,722 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #298.

NBT Bank first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

NBT Bank held 9,722 shares of abrdn Physical Gold Shares ETF worth $372K as of Q2 2026.
NBT Bank sold 45,096 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $1.94M.
abrdn Physical Gold Shares ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #298 holding.
NBT Bank first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's abrdn Physical Gold Shares ETF position peaked at $2.45M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.