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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
Q2 		– Sell
-18,592
Closed -$830K – 88
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 $4.41B 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 $104B AUM 28.3% 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

Pacific Financial Group's SGOL Position: Q2 2026 in Review

Pacific Financial Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 18,592 shares — an estimated $830K sold.

Pacific Financial Group first reported a position in SGOL in Q4 2014 and held it in 15 quarters. The position peaked at $5.49M in Q3 2023. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Pacific Financial Group reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Financial Group sold 18,592 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $830K.
  • Pacific Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2014 and held it in 15 quarters.
  • Pacific Financial Group's abrdn Physical Gold Shares ETF position peaked at $5.49M in Q3 2023.
  • 465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.