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New Wave Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

New Wave Wealth 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 		$221K Hold
5,784
– – 0.06% 192
2026
Q1 		$258K Sell
5,784
-361
-6% -$16.8K 0.09% 165
2025
Q4 		$252K Hold
6,145
– – 0.09% 156
2025
Q3 		$226K Buy
+6,145
New +$203K 0.09% 157

Other funds holding SGOL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
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
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 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

New Wave Wealth Advisors's SGOL Position: Q2 2026 in Review

New Wave Wealth Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 5,784 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #192.

New Wave Wealth Advisors first reported a position in SGOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q1 2026. 182 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • New Wave Wealth Advisors held 5,784 shares of abrdn Physical Gold Shares ETF worth $221K as of Q2 2026.
  • New Wave Wealth Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.06% of New Wave Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • New Wave Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 4 quarters since.
  • New Wave Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $258K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.