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Osbon Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Osbon Capital Management’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
Q1 		$1.19M Hold
26,658
– – 0.97% 18
2025
Q4 		$1.1M Buy
+26,658
New +$1.05M 1.02% 20
2019
Q2 		$1.43M Buy
+104,930
New +$1.32M 1.52% 21

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Osbon Capital Management's SGOL Position: Q1 2026 in Review

Osbon Capital Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 26,658 shares worth $1.19M. The position accounts for 0.97% of the portfolio, ranked #18.

Osbon Capital Management first reported a position in SGOL in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.43M in Q2 2019. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Osbon Capital Management held 26,658 shares of abrdn Physical Gold Shares ETF worth $1.19M as of Q1 2026.
  • Osbon Capital Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.97% of Osbon Capital Management's portfolio in Q1 2026, its #18 holding.
  • Osbon Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2019 and has held it in 3 quarters since.
  • Osbon Capital Management's abrdn Physical Gold Shares ETF position peaked at $1.43M in Q2 2019.
  • 486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.