NWAG
SGOL icon

Net Worth Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Net Worth Advisory 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
2026
Q2 		– Sell
-7,302
Closed -$326K – 459
2026
Q1 		$326K Sell
7,302
-600
-8% -$27.9K 0.07% 281
2025
Q4 		$325K Buy
7,902
+2,314
+41% +$91.6K 0.07% 294
2025
Q3 		$206K Sell
5,588
-3,233
-37% -$107K 0.06% 380
2025
Q2 		$278K Buy
+8,821
New +$276K 0.06% 325

Other funds holding SGOL

BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Net Worth Advisory Group's SGOL Position: Q2 2026 in Review

Net Worth Advisory Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 7,302 shares — an estimated $326K sold.

Net Worth Advisory Group first reported a position in SGOL in Q2 2025 and held it in 4 quarters. The position peaked at $326K in Q1 2026. 99 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Net Worth Advisory Group reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 7,302 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $326K.
  • Net Worth Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and held it in 4 quarters.
  • Net Worth Advisory Group's abrdn Physical Gold Shares ETF position peaked at $326K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.