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Newman Dignan & Sheerar Inc’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Newman Dignan & Sheerar Inc’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 		$12.3M Sell
321,721
-9,051
-3% -$389K 2.35% 8
2026
Q1 		$14.8M Sell
330,772
-49,044
-13% -$2.28M 3.11% 5
2025
Q4 		$15.6M Sell
379,816
-26,635
-7% -$1.05M 3.25% 7
2025
Q3 		$15M Sell
406,451
-12,186
-3% -$402K 3.23% 6
2025
Q2 		$13.2M Sell
418,637
-19,092
-4% -$598K 3.03% 6
2025
Q1 		$13.1M Sell
437,729
-9,675
-2% -$265K 3.56% 5
2024
Q4 		$11.2M Sell
447,404
-8,372
-2% -$213K 2.87% 6
2024
Q3 		$11.9M Sell
455,776
-8,111
-2% -$192K 2.86% 7
2024
Q2 		$10.3M Sell
463,887
-12,962
-3% -$290K 2.66% 8
2024
Q1 		$10.1M Sell
476,849
-9,610
-2% -$190K 2.71% 6
2023
Q4 		$9.6M Sell
486,459
-9,434
-2% -$178K 2.9% 5
2023
Q3 		$8.77M Buy
495,893
+6,373
+1% +$117K 2.88% 6
2023
Q2 		$8.99M Sell
489,520
-12,730
-3% -$241K 2.78% 6
2023
Q1 		$9.48M Sell
502,250
-34,794
-6% -$631K 3.04% 4
2022
Q4 		$9.38M Sell
537,044
-10,587
-2% -$176K 3.11% 3
2022
Q3 		$8.72K Buy
547,631
+4,957
+0.9% +$82K 1.37% 5
2022
Q2 		$9.4M Sell
542,674
-63,843
-11% -$1.15M 3.21% 4
2022
Q1 		$11.3K Buy
606,517
+14,134
+2% +$255K 2.16% 5
2021
Q4 		$10.4M Buy
592,383
+8,552
+1% +$147K 3.15% 5
2021
Q3 		$9.84M Buy
583,831
+21,179
+4% +$364K 2.84% 5
2021
Q2 		$9.56M Buy
562,652
+132,371
+31% +$2.31M 3.22% 5
2021
Q1 		$7.06M Buy
+430,281
New +$7.41M 2.56% 7
2020
Q4 		– Sell
-307,073
Closed -$5.57M – 174
2020
Q3 		$5.57M Buy
+307,073
New +$5.65M 2.33% 9
2019
Q3 		– Sell
-77,500
Closed -$1.05K – 162
2019
Q2 		$1.05K Buy
+77,500
New +$978K 0.03% 57
2019
Q1 		– Sell
-59,790
Closed -$739 – 152
2018
Q4 		$739 Buy
59,790
+450
+0.8% +$5.33K 0.06% 69
2018
Q3 		$689K Sell
59,340
-9,250
-13% -$108K 0.3% 78
2018
Q2 		$830 Buy
68,590
+80
+0.1% +$1.01K 0.06% 62
2018
Q1 		$891K Buy
68,510
+3,970
+6% +$51.1K 0.45% 61
2017
Q4 		$814K Buy
64,540
+23,520
+57% +$291K 0.41% 64
2017
Q3 		$509K Buy
41,020
+15,800
+63% +$196K 0.27% 98
2017
Q2 		$304K Buy
25,220
+7,390
+41% +$90.2K 0.17% 122
2017
Q1 		$216 Buy
+17,830
New +$211K 0.1% 143

Other funds holding SGOL

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Newman Dignan & Sheerar Inc's SGOL Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 2.7% in Q2 2026, selling an estimated $389K and leaving 321,721 shares worth $12.3M. The position accounts for 2.35% of the portfolio, ranked #8.

Newman Dignan & Sheerar Inc first reported a position in SGOL in Q1 2017 and has held it in 32 quarters since. The position peaked at $15.6M in Q4 2025. 69 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 321,721 shares of abrdn Physical Gold Shares ETF worth $12.3M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 9,051 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $389K.
  • abrdn Physical Gold Shares ETF made up 2.35% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #8 holding.
  • Newman Dignan & Sheerar Inc first reported a position in abrdn Physical Gold Shares ETF in Q1 2017 and has held it in 32 quarters since.
  • Newman Dignan & Sheerar Inc's abrdn Physical Gold Shares ETF position peaked at $15.6M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.