Northwestern Mutual Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Northwestern Mutual Wealth Management’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	$6.25M	Buy	139,999 +11,427	+9%	+$531K	﹤0.01%	734
2025 Q4	$5.28M	Buy	128,572 +48,408	+60%	+$1.92M	﹤0.01%	752
2025 Q3	$2.95M	Buy	80,164 +12,070	+18%	+$398K	﹤0.01%	896
2025 Q2	$2.15M	Buy	68,094 +5,116	+8%	+$160K	﹤0.01%	922
2025 Q1	$1.88M	Buy	62,978 +2,166	+4%	+$59.3K	﹤0.01%	928
2024 Q4	$1.52M	Buy	60,812 +23,801	+64%	+$605K	﹤0.01%	931
2024 Q3	$930K	Sell	37,011 -3,137	-8%	-$74.2K	﹤0.01%	1087
2024 Q2	$892K	Sell	40,148 -1,220	-3%	-$27.3K	﹤0.01%	1060
2024 Q1	$879K	Sell	41,368 -4,156	-9%	-$82.3K	﹤0.01%	1049
2023 Q4	$899K	Sell	45,524 -5,791	-11%	-$109K	﹤0.01%	1008
2023 Q3	$908K	Sell	51,315 -1,528	-3%	-$28.2K	﹤0.01%	981
2023 Q2	$971K	Sell	52,843 -3,769	-7%	-$71.4K	﹤0.01%	946
2023 Q1	$1.07M	Sell	56,612 -2,099	-4%	-$38K	﹤0.01%	875
2022 Q4	$1.03M	Sell	58,711 -704	-1%	-$11.7K	﹤0.01%	864
2022 Q3	$946K	Buy	59,415 +28,201	+90%	+$467K	﹤0.01%	839
2022 Q2	$541K	Sell	31,214 -1,085	-3%	-$19.5K	﹤0.01%	1015
2022 Q1	$600K	Sell	32,299 -2,781	-8%	-$50.1K	﹤0.01%	1009
2021 Q4	$616K	Sell	35,080 -15,413	-31%	-$266K	﹤0.01%	992
2021 Q3	$851K	Sell	50,493 -25,888	-34%	-$445K	﹤0.01%	807
2021 Q2	$1.3M	Sell	76,381 -2,120	-3%	-$36.9K	﹤0.01%	677
2021 Q1	$1.29M	Buy	78,501 +6,597	+9%	+$114K	﹤0.01%	625
2020 Q4	$1.31M	Buy	71,904 +47,830	+199%	+$863K	﹤0.01%	574
2020 Q3	$437K	Buy	24,074 +1,885	+8%	+$34.7K	﹤0.01%	786
2020 Q2	$380K	Buy	22,189 +13,739	+163%	+$227K	﹤0.01%	773
2020 Q1	$128K	Hold	8,450	–	–	﹤0.01%	1029
2019 Q4	$124K	Hold	8,450	–	–	﹤0.01%	1138
2019 Q3	$120K	Buy	+8,450	New	+$120K	﹤0.01%	1085
2016 Q1	–	Sell	-450	Closed	-$5K	–	2272
2015 Q4	$5K	Buy	+450	New	+$4.85K	﹤0.01%	1312
2015 Q2	–	Sell	-1,050	Closed	-$12K	–	1615
2015 Q1	$12K	Buy	1,050 +460	+78%	+$5.49K	﹤0.01%	1002
2014 Q4	$7K	Buy	+590	New	+$6.94K	﹤0.01%	1198

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $785M AUM 34.37% 1-Year Est. Return

Northwestern Mutual Wealth Management's SGOL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 8.9% in Q1 2026, buying an estimated $531K and bringing the position to 139,999 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Northwestern Mutual Wealth Management first reported a position in SGOL in Q4 2014 and has held it in 30 quarters since. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Northwestern Mutual Wealth Management held 139,999 shares of abrdn Physical Gold Shares ETF worth $6.25M as of Q1 2026.
Northwestern Mutual Wealth Management bought 11,427 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $531K.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #734 holding.
Northwestern Mutual Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2014 and has held it in 30 quarters since.
486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.