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&Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

&Partners’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 		$427K Buy
9,736
+1,055
+12% +$49K ﹤0.01% 1785
2025
Q4 		$357K Hold
8,681
– – ﹤0.01% 1809
2025
Q3 		$320K Sell
8,681
-60
-0.7% -$1.98K ﹤0.01% 1708
2025
Q2 		$276K Buy
8,741
+930
+12% +$29.2K ﹤0.01% 1667
2025
Q1 		$230K Sell
7,811
-623
-7% -$17K ﹤0.01% 1551
2024
Q4 		$211K Sell
8,434
-1,805
-18% -$45.9K ﹤0.01% 1512
2024
Q3 		$257K Buy
+10,239
New +$242K 0.01% 1181

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

&Partners's SGOL Position: Q1 2026 in Review

&Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 12% in Q1 2026, buying an estimated $49K and bringing the position to 9,736 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

&Partners first reported a position in SGOL in Q3 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • &Partners held 9,736 shares of abrdn Physical Gold Shares ETF worth $427K as of Q1 2026.
  • &Partners bought 1,055 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $49K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1785 holding.
  • &Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 7 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.