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SGOL icon

NewEdge Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

NewEdge 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 		$26.6M Buy
695,666
+393,006
+130% +$16.9M 0.08% 246
2026
Q1 		$13.5M Buy
302,660
+71,527
+31% +$3.32M 0.05% 365
2025
Q4 		$9.49M Sell
231,133
-71,433
-24% -$2.83M 0.03% 447
2025
Q3 		$11.1M Sell
302,566
-743
-0.2% -$24.5K 0.05% 372
2025
Q2 		$9.57M Buy
303,309
+3,891
+1% +$122K 0.05% 379
2025
Q1 		$8.93M Buy
299,418
+4,471
+2% +$122K 0.05% 352
2024
Q4 		$7.39M Buy
294,947
+15,089
+5% +$383K 0.04% 386
2024
Q3 		$7.03M Sell
279,858
-1,325
-0.5% -$31.4K 0.05% 369
2024
Q2 		$6.25M Buy
281,183
+45,676
+19% +$1.02M 0.05% 384
2024
Q1 		$5M Sell
235,507
-17,688
-7% -$350K 0.04% 393
2023
Q4 		$4.97M Buy
253,195
+79,353
+46% +$1.5M 0.05% 354
2023
Q3 		$3.08M Buy
173,842
+2,095
+1% +$38.6K 0.03% 454
2023
Q2 		$3.15M Buy
171,747
+59,661
+53% +$1.13M 0.04% 440
2023
Q1 		$2.12M Buy
112,086
+26,775
+31% +$485K 0.03% 521
2022
Q4 		$1.49M Buy
85,311
+74,203
+668% +$1.23M 0.04% 397
2022
Q3 		$177K Buy
+11,108
New +$184K ﹤0.01% 1377
2022
Q2 		– Sell
-135,454
Closed -$2.52M – 1614
2022
Q1 		$2.52M Buy
135,454
+70,039
+107% +$1.26M 0.04% 371
2021
Q4 		$1.15M Buy
+65,415
New +$1.13M 0.02% 661

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
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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

NewEdge Advisors's SGOL Position: Q2 2026 in Review

NewEdge Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 130% in Q2 2026, buying an estimated $16.9M and bringing the position to 695,666 shares worth $26.6M. The position accounts for 0.08% of the portfolio, ranked #246.

NewEdge Advisors first reported a position in SGOL in Q4 2021 and has held it in 18 quarters since. 378 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • NewEdge Advisors held 695,666 shares of abrdn Physical Gold Shares ETF worth $26.6M as of Q2 2026.
  • NewEdge Advisors bought 393,006 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $16.9M.
  • abrdn Physical Gold Shares ETF made up 0.08% of NewEdge Advisors's portfolio in Q2 2026, its #246 holding.
  • NewEdge Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 18 quarters since.
  • 378 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.