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Northeast Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Northeast Financial 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
Q1 		$431K Buy
9,670
+717
+8% +$33.3K 0.11% 57
2025
Q4 		$368K Sell
8,953
-141
-2% -$5.58K 0.08% 67
2025
Q3 		$335K Buy
9,094
+290
+3% +$9.57K 0.08% 64
2025
Q2 		$278K Sell
8,804
-6,501
-42% -$204K 0.08% 77
2025
Q1 		$456K Sell
15,305
-388
-2% -$10.6K 0.16% 53
2024
Q4 		$393K Sell
15,693
-224
-1% -$5.69K 0.14% 57
2024
Q3 		$400K Sell
15,917
-270
-2% -$6.39K 0.15% 55
2024
Q2 		$360K Sell
16,187
-9,073
-36% -$203K 0.15% 52
2024
Q1 		$537K Sell
25,260
-3,960
-14% -$78.4K 0.24% 47
2023
Q4 		$577K Buy
29,220
+3,796
+15% +$71.8K 0.28% 48
2023
Q3 		$450K Buy
25,424
+1,076
+4% +$19.8K 0.28% 44
2023
Q2 		$447K Sell
24,348
-5,963
-20% -$113K 0.29% 44
2023
Q1 		$560K Buy
30,311
+91
+0.3% +$1.65K 0.4% 37
2022
Q4 		$528K Sell
30,220
-21,799
-42% -$361K 0.42% 38
2022
Q3 		$828K Buy
52,019
+1,388
+3% +$23K 0.75% 22
2022
Q2 		$877K Buy
50,631
+512
+1% +$9.19K 0.74% 22
2022
Q1 		$931K Buy
50,119
+14,523
+41% +$262K 0.66% 24
2021
Q4 		$625K Buy
35,596
+2,694
+8% +$46.4K 0.37% 29
2021
Q3 		$554K Sell
32,902
-12,632
-28% -$217K 0.36% 27
2021
Q2 		$774K Buy
45,534
+4,036
+10% +$70.3K 0.51% 28
2021
Q1 		$681K Sell
41,498
-16,337
-28% -$281K 0.45% 27
2020
Q4 		$1.06M Buy
+57,835
New +$1.04M 0.81% 23

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Northeast Financial Group's SGOL Position: Q1 2026 in Review

Northeast Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 8% in Q1 2026, buying an estimated $33.3K and bringing the position to 9,670 shares worth $431K. The position accounts for 0.11% of the portfolio, ranked #57.

Northeast Financial Group first reported a position in SGOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.06M in Q4 2020. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Northeast Financial Group held 9,670 shares of abrdn Physical Gold Shares ETF worth $431K as of Q1 2026.
  • Northeast Financial Group bought 717 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $33.3K.
  • abrdn Physical Gold Shares ETF made up 0.11% of Northeast Financial Group's portfolio in Q1 2026, its #57 holding.
  • Northeast Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 22 quarters since.
  • Northeast Financial Group's abrdn Physical Gold Shares ETF position peaked at $1.06M in Q4 2020.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.