Optivise Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
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Optivise Advisory Services's SGOL Position: Q2 2026 in Review
Optivise Advisory Services reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 20% in Q2 2026, selling an estimated $57.2K and leaving 5,385 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #217.
Optivise Advisory Services first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 150 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.
- Optivise Advisory Services held 5,385 shares of abrdn Physical Gold Shares ETF worth $206K as of Q2 2026.
- Optivise Advisory Services sold 1,330 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $57.2K.
- abrdn Physical Gold Shares ETF made up 0.1% of Optivise Advisory Services's portfolio in Q2 2026, its #217 holding.
- Optivise Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
- Optivise Advisory Services's abrdn Physical Gold Shares ETF position peaked at $300K in Q1 2026.
- 150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.