Parallel Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Parallel Advisors’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	$529K	Buy	11,852 +521	+5%	+$24.2K	0.01%	704
2025 Q4	$465K	Sell	11,331 -100	-0.9%	-$3.96K	0.01%	717
2025 Q3	$421K	Buy	11,431 +1,894	+20%	+$62.5K	0.01%	726
2025 Q2	$301K	Hold	9,537	–	–	0.01%	819
2025 Q1	$284K	Buy	9,537 +93	+1%	+$2.54K	0.01%	807
2024 Q4	$237K	Hold	9,444	–	–	0.01%	858
2024 Q3	$237K	Hold	9,444	–	–	0.01%	854
2024 Q2	$210K	Hold	9,444	–	–	0.01%	851
2024 Q1	$201K	Hold	9,444	–	–	0.01%	856
2023 Q4	$186K	Sell	9,444 -450	-5%	-$8.51K	0.01%	830
2023 Q3	$175K	Buy	9,894 +450	+5%	+$8.3K	0.01%	833
2023 Q2	$173K	Hold	9,444	–	–	0.01%	840
2023 Q1	$178K	Buy	9,444 +1,000	+12%	+$18.1K	0.01%	823
2022 Q4	$148K	Hold	8,444	–	–	0.01%	834
2022 Q3	$134K	Hold	8,444	–	–	0.01%	842
2022 Q2	$146K	Buy	8,444 +970	+13%	+$17.4K	0.01%	816
2022 Q1	$139K	Hold	7,474	–	–	0.01%	855
2021 Q4	$131K	Hold	7,474	–	–	﹤0.01%	902
2021 Q3	$126K	Buy	7,474 +3,994	+115%	+$68.6K	0.01%	887
2021 Q2	$59K	Hold	3,480	–	–	﹤0.01%	1175
2021 Q1	$57K	Hold	3,480	–	–	﹤0.01%	1124
2020 Q4	$64K	Hold	3,480	–	–	﹤0.01%	991
2020 Q3	$63K	Hold	3,480	–	–	﹤0.01%	971
2020 Q2	$59K	Hold	3,480	–	–	﹤0.01%	984
2020 Q1	$52K	Hold	3,480	–	–	﹤0.01%	931
2019 Q4	$51K	Hold	3,480	–	–	﹤0.01%	1031
2019 Q3	$49K	Hold	3,480	–	–	﹤0.01%	997
2019 Q2	$47K	Buy	+3,480	New	+$43.9K	﹤0.01%	933

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

Parallel Advisors's SGOL Position: Q1 2026 in Review

Parallel Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 4.6% in Q1 2026, buying an estimated $24.2K and bringing the position to 11,852 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #704.

Parallel Advisors first reported a position in SGOL in Q2 2019 and has held it in 28 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Parallel Advisors held 11,852 shares of abrdn Physical Gold Shares ETF worth $529K as of Q1 2026.
Parallel Advisors bought 521 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $24.2K.
abrdn Physical Gold Shares ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #704 holding.
Parallel Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2019 and has held it in 28 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.