Pacific Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Pacific Financial Group’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	$830K	Buy	18,592 +1,475	+9%	+$68.5K	0.45%	51
2025 Q4	$703K	Sell	17,117 -5,399	-24%	-$214K	0.39%	52
2025 Q3	$829K	Sell	22,516 -543	-2%	-$17.9K	0.61%	36
2025 Q2	$727K	Sell	23,059 -1,847	-7%	-$57.9K	0.57%	36
2025 Q1	$743K	Sell	24,906 -16,737	-40%	-$458K	0.6%	33
2024 Q4	$1.04M	Sell	41,643 -15,571	-27%	-$396K	0.77%	26
2024 Q3	$1.44M	Sell	57,214 -4,844	-8%	-$115K	1.05%	21
2024 Q2	$1.38M	Buy	+62,058	New	+$1.39M	0.98%	22
2024 Q1	–	Sell	-76,407	Closed	-$1.51M	–	60
2023 Q4	$1.51M	Sell	76,407 -234,163	-75%	-$4.43M	1.12%	22
2023 Q3	$5.49M	Buy	310,570 +118,196	+61%	+$2.18M	3.58%	9
2023 Q2	$3.53M	Buy	192,374 +5,539	+3%	+$105K	2.32%	18
2023 Q1	$3.53M	Buy	+186,835	New	+$3.39M	2.66%	14
2022 Q3	–	Sell	-136,021	Closed	-$2.36M	–	57
2022 Q2	$2.36M	Buy	136,021 +28,615	+27%	+$514K	1.75%	18
2022 Q1	$2M	Buy	+107,406	New	+$1.94M	1.3%	22
2015 Q1	–	Sell	-140	Closed	-$2K	–	165
2014 Q4	$2K	Buy	+140	New	+$1.65K	﹤0.01%	209

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $592M AUM 25.27% 1-Year Est. Return

Pacific Financial Group's SGOL Position: Q1 2026 in Review

Pacific Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 8.6% in Q1 2026, buying an estimated $68.5K and bringing the position to 18,592 shares worth $830K. The position accounts for 0.45% of the portfolio, ranked #51.

Pacific Financial Group first reported a position in SGOL in Q4 2014 and has held it in 15 quarters since. The position peaked at $5.49M in Q3 2023. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Pacific Financial Group held 18,592 shares of abrdn Physical Gold Shares ETF worth $830K as of Q1 2026.
Pacific Financial Group bought 1,475 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $68.5K.
abrdn Physical Gold Shares ETF made up 0.45% of Pacific Financial Group's portfolio in Q1 2026, its #51 holding.
Pacific Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2014 and has held it in 15 quarters since.
Pacific Financial Group's abrdn Physical Gold Shares ETF position peaked at $5.49M in Q3 2023.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.