PFG Investments’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

PFG Investments’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	$1.05M	Buy	27,524 +2,451	+10%	+$105K	0.04%	379
2026 Q1	$1.12M	Sell	25,073 -700	-3%	-$32.5K	0.05%	337
2025 Q4	$1.06M	Buy	25,773 +1,309	+5%	+$51.8K	0.05%	332
2025 Q3	$901K	Buy	24,464 +576	+2%	+$19K	0.05%	365
2025 Q2	$753K	Sell	23,888 -1,909	-7%	-$59.8K	0.04%	383
2025 Q1	$769K	Sell	25,797 -2,994	-10%	-$81.9K	0.05%	362
2024 Q4	$721K	Sell	28,791 -1,260	-4%	-$32K	0.04%	374
2024 Q3	$755K	Sell	30,051 -2,669	-8%	-$63.2K	0.05%	360
2024 Q2	$727K	Sell	32,720 -2,677	-8%	-$59.8K	0.05%	339
2024 Q1	$752K	Buy	35,397 +17,495	+98%	+$347K	0.05%	403
2023 Q4	$353K	Sell	17,902 -3,617	-17%	-$68.4K	0.07%	317
2023 Q3	$381K	Hold	21,519	–	–	0.07%	297
2023 Q2	$395K	Buy	21,519 +2,494	+13%	+$47.2K	0.07%	311
2023 Q1	$359K	Buy	+19,025	New	+$345K	0.07%	305

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 $103B AUM 28.65% 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

PFG Investments's SGOL Position: Q2 2026 in Review

PFG Investments increased its abrdn Physical Gold Shares ETF (SGOL) stake by 9.8% in Q2 2026, buying an estimated $105K and bringing the position to 27,524 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #379.

PFG Investments first reported a position in SGOL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

PFG Investments held 27,524 shares of abrdn Physical Gold Shares ETF worth $1.05M as of Q2 2026.
PFG Investments bought 2,451 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $105K.
abrdn Physical Gold Shares ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #379 holding.
PFG Investments first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's abrdn Physical Gold Shares ETF position peaked at $1.12M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.