Perigon Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Perigon Wealth 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 Q2	$832K	Sell	21,776 -2,688	-11%	-$116K	0.01%	662
2026 Q1	$1.09M	Hold	24,464	–	–	0.02%	507
2025 Q4	$1M	Sell	24,464 -400	-2%	-$15.8K	0.02%	545
2025 Q3	$915K	Buy	24,864 +400	+2%	+$13.2K	0.02%	540
2025 Q2	$772K	Sell	24,464 -29,644	-55%	-$929K	0.02%	549
2025 Q1	$1.61M	Buy	54,108 +22,378	+71%	+$612K	0.04%	348
2024 Q4	$822K	Sell	31,730 -38,237	-55%	-$972K	0.02%	499
2024 Q3	$1.76M	Buy	69,967 +28,693	+70%	+$679K	0.05%	310
2024 Q2	$917K	Buy	41,274 +12,224	+42%	+$273K	0.03%	392
2024 Q1	$617K	Sell	29,050 -9,193	-24%	-$182K	0.02%	484
2023 Q4	$755K	Hold	38,243	–	–	0.02%	405
2023 Q3	$677K	Sell	38,243 -5,831	-13%	-$107K	0.03%	381
2023 Q2	$810K	Buy	44,074 +24,962	+131%	+$473K	0.03%	352
2023 Q1	$361K	Buy	+19,112	New	+$346K	0.02%	478

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Perigon Wealth Management's SGOL Position: Q2 2026 in Review

Perigon Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q2 2026, selling an estimated $116K and leaving 21,776 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #662.

Perigon Wealth Management first reported a position in SGOL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.76M in Q3 2024. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Perigon Wealth Management held 21,776 shares of abrdn Physical Gold Shares ETF worth $832K as of Q2 2026.
Perigon Wealth Management sold 2,688 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $116K.
abrdn Physical Gold Shares ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #662 holding.
Perigon Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and has held it in 14 quarters since.
Perigon Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.76M in Q3 2024.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.