Optivise Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Optivise Advisory Services’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	$213K	Hold	5,385	–	–	0.1%	211
2026 Q2	$206K	Sell	5,385 -1,330	-20%	-$57.2K	0.1%	217
2026 Q1	$300K	Buy	6,715 +1,330	+25%	+$61.8K	0.18%	131
2025 Q4	$221K	Buy	+5,385	New	+$213K	0.13%	177

Other funds holding SGOL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Optivise Advisory Services's SGOL Position: Q3 2026 in Review

Optivise Advisory Services held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q3 2026 at 5,385 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #211.

Optivise Advisory Services first reported a position in SGOL in Q4 2025 and has held it in 4 quarters since. The position peaked at $300K in Q1 2026. 311 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Optivise Advisory Services held 5,385 shares of abrdn Physical Gold Shares ETF worth $213K as of Q3 2026.
Optivise Advisory Services left its abrdn Physical Gold Shares ETF share count unchanged in Q3 2026.
abrdn Physical Gold Shares ETF made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #211 holding.
Optivise Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 4 quarters since.
Optivise Advisory Services's abrdn Physical Gold Shares ETF position peaked at $300K in Q1 2026.
311 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.