Plan Group Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Plan Group Financial’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	$2.3M	Sell	51,600 -1,000	-2%	-$46.4K	0.54%	64
2025 Q4	$2.16M	Sell	52,600 -12,700	-19%	-$503K	0.56%	55
2025 Q3	$2.4M	Buy	65,300 +5,500	+9%	+$182K	0.65%	52
2025 Q2	$1.89M	Buy	59,800 +2,000	+3%	+$62.7K	0.62%	50
2025 Q1	$1.72M	Buy	+57,800	New	+$1.58M	0.62%	41

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

Plan Group Financial's SGOL Position: Q1 2026 in Review

Plan Group Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.9% in Q1 2026, selling an estimated $46.4K and leaving 51,600 shares worth $2.3M. The position accounts for 0.54% of the portfolio, ranked #64.

Plan Group Financial first reported a position in SGOL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.4M in Q3 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Plan Group Financial held 51,600 shares of abrdn Physical Gold Shares ETF worth $2.3M as of Q1 2026.
Plan Group Financial sold 1,000 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $46.4K.
abrdn Physical Gold Shares ETF made up 0.54% of Plan Group Financial's portfolio in Q1 2026, its #64 holding.
Plan Group Financial first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and has held it in 5 quarters since.
Plan Group Financial's abrdn Physical Gold Shares ETF position peaked at $2.4M in Q3 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.