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OneDigital Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

OneDigital Investment Advisors’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 		$1.98M Sell
51,797
-5,529
-10% -$238K 0.02% 511
2026
Q1 		$2.56M Sell
57,326
-36,624
-39% -$1.7M 0.03% 419
2025
Q4 		$3.86M Buy
93,950
+43,010
+84% +$1.7M 0.04% 316
2025
Q3 		$1.88M Sell
50,940
-1,465
-3% -$48.4K 0.02% 457
2025
Q2 		$1.65M Sell
52,405
-8,416
-14% -$264K 0.02% 484
2025
Q1 		$1.81M Sell
60,821
-567
-0.9% -$15.5K 0.02% 429
2024
Q4 		$1.54M Sell
61,388
-955
-2% -$24.3K 0.02% 495
2024
Q3 		$1.57M Sell
62,343
-1,861
-3% -$44K 0.02% 512
2024
Q2 		$1.43M Buy
+64,204
New +$1.43M 0.02% 508
2019
Q3 		– Sell
-3,280
Closed -$45K – 1047
2019
Q2 		$45K Sell
3,280
-4,180
-56% -$52.7K ﹤0.01% 589
2019
Q1 		$93K Sell
7,460
-8,380
-53% -$105K 0.01% 384
2018
Q4 		$196K Buy
+15,840
New +$188K 0.03% 265
2018
Q3 		– Sell
-11,930
Closed -$144K – 1188
2018
Q2 		$144K Buy
11,930
+2,900
+32% +$36.6K 0.03% 284
2018
Q1 		$116K Sell
9,030
-690
-7% -$8.88K 0.03% 313
2017
Q4 		$123K Buy
9,720
+540
+6% +$6.68K 0.01% 304
2017
Q3 		$114K Buy
9,180
+4,380
+91% +$54.3K 0.04% 210
2017
Q2 		$58K Buy
+4,800
New +$58.6K 0.02% 430

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

OneDigital Investment Advisors's SGOL Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 9.6% in Q2 2026, selling an estimated $238K and leaving 51,797 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #511.

OneDigital Investment Advisors first reported a position in SGOL in Q2 2017 and has held it in 17 quarters since. The position peaked at $3.86M in Q4 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • OneDigital Investment Advisors held 51,797 shares of abrdn Physical Gold Shares ETF worth $1.98M as of Q2 2026.
  • OneDigital Investment Advisors sold 5,529 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $238K.
  • abrdn Physical Gold Shares ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #511 holding.
  • OneDigital Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2017 and has held it in 17 quarters since.
  • OneDigital Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $3.86M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.