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 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

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

Plan Group Financial's SGOL Position: Q2 2026 in Review

Plan Group Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.9% in Q2 2026, selling an estimated $43K and leaving 50,600 shares worth $1.93M. The position accounts for 0.4% of the portfolio, ranked #73.

Plan Group Financial first reported a position in SGOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.4M in Q3 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Plan Group Financial held 50,600 shares of abrdn Physical Gold Shares ETF worth $1.93M as of Q2 2026.
Plan Group Financial sold 1,000 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $43K.
abrdn Physical Gold Shares ETF made up 0.4% of Plan Group Financial's portfolio in Q2 2026, its #73 holding.
Plan Group Financial first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and has held it in 6 quarters since.
Plan Group Financial's abrdn Physical Gold Shares ETF position peaked at $2.4M in Q3 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.