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 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 $4.07B 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

Perigon Wealth Management's SGOL Position: Q1 2026 in Review

Perigon Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 24,464 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #507.

Perigon Wealth Management first reported a position in SGOL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q3 2024. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Perigon Wealth Management held 24,464 shares of abrdn Physical Gold Shares ETF worth $1.09M as of Q1 2026.
Perigon Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #507 holding.
Perigon Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and has held it in 13 quarters since.
Perigon Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.76M in Q3 2024.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.