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Nvest Wealth Strategies’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Nvest Wealth Strategies’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 		$47.8K Hold
1,250
– – 0.03% 57
2026
Q1 		$55.8K Hold
1,250
– – 0.04% 54
2025
Q4 		$51.4K Buy
+1,250
New +$49.5K 0.04% 54

Other funds holding SGOL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Nvest Wealth Strategies's SGOL Position: Q2 2026 in Review

Nvest Wealth Strategies held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 1,250 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #57.

Nvest Wealth Strategies first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.8K in Q1 2026. 285 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Nvest Wealth Strategies held 1,250 shares of abrdn Physical Gold Shares ETF worth $47.8K as of Q2 2026.
  • Nvest Wealth Strategies left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.03% of Nvest Wealth Strategies's portfolio in Q2 2026, its #57 holding.
  • Nvest Wealth Strategies first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's abrdn Physical Gold Shares ETF position peaked at $55.8K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.