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New England Capital Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

New England Capital Financial Advisors’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 		$15.8K Hold
413
– – ﹤0.01% 225
2026
Q1 		$18.4K Hold
413
– – 0.01% 202
2025
Q4 		$17K Hold
413
– – 0.01% 214
2025
Q3 		$15.2K Hold
413
– – 0.01% 215
2025
Q2 		$13K Buy
+413
New +$12.9K 0.01% 221

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 $103B AUM 28.65% 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

New England Capital Financial Advisors's SGOL Position: Q2 2026 in Review

New England Capital Financial Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 413 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

New England Capital Financial Advisors first reported a position in SGOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.4K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • New England Capital Financial Advisors held 413 shares of abrdn Physical Gold Shares ETF worth $15.8K as of Q2 2026.
  • New England Capital Financial Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #225 holding.
  • New England Capital Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 5 quarters since.
  • New England Capital Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $18.4K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.