SWGLO
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Summit Wealth Group, LLC/OK’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$205K Sell
5,184
-3,139
-38% -$127K 0.35% 50
2026
Q2 		$318K Sell
8,323
-305
-4% -$13.1K 0.41% 41
2026
Q1 		$385K Sell
8,628
-494
-5% -$22.9K 0.54% 38
2025
Q4 		$375K Buy
+9,122
New +$361K 0.39% 45

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Summit Wealth Group, LLC/OK's SGOL Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 38% in Q3 2026, selling an estimated $127K and leaving 5,184 shares worth $205K. The position accounts for 0.35% of the portfolio, ranked #50.

Summit Wealth Group, LLC/OK first reported a position in SGOL in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q1 2026. 293 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 5,184 shares of abrdn Physical Gold Shares ETF worth $205K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 3,139 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $127K.
  • abrdn Physical Gold Shares ETF made up 0.35% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #50 holding.
  • Summit Wealth Group, LLC/OK first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's abrdn Physical Gold Shares ETF position peaked at $385K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.