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 Q3	$1.83M	Sell	46,800 -3,800	-8%	-$154K	0.36%	74
2026 Q2	$1.93M	Sell	50,600 -1,000	-2%	-$43K	0.4%	73
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

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Plan Group Financial's SGOL Position: Q3 2026 in Review

Plan Group Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 7.5% in Q3 2026, selling an estimated $154K and leaving 46,800 shares worth $1.83M. The position accounts for 0.36% of the portfolio, ranked #74.

Plan Group Financial first reported a position in SGOL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.4M in Q3 2025. 132 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Plan Group Financial held 46,800 shares of abrdn Physical Gold Shares ETF worth $1.83M as of Q3 2026.
Plan Group Financial sold 3,800 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $154K.
abrdn Physical Gold Shares ETF made up 0.36% of Plan Group Financial's portfolio in Q3 2026, its #74 holding.
Plan Group Financial first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and has held it in 7 quarters since.
Plan Group Financial's abrdn Physical Gold Shares ETF position peaked at $2.4M in Q3 2025.
132 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.