Plante Moran Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Plante Moran Financial Advisors’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	$29K	Hold	758	–	–	﹤0.01%	420
2026 Q1	$33.8K	Hold	758	–	–	﹤0.01%	361
2025 Q4	$31.1K	Hold	758	–	–	﹤0.01%	382
2025 Q3	$27.9K	Hold	758	–	–	﹤0.01%	423
2025 Q2	$23.9K	Buy	758 +222	+41%	+$6.96K	﹤0.01%	452
2025 Q1	$16K	Hold	536	–	–	﹤0.01%	508
2024 Q4	$13.4K	Hold	536	–	–	﹤0.01%	541
2024 Q3	$13.5K	Hold	536	–	–	﹤0.01%	576
2024 Q2	$11.9K	Buy	+536	New	+$12K	﹤0.01%	559
2020 Q4	–	Sell	-730	Closed	-$13K	–	977
2020 Q3	$13K	Hold	730	–	–	﹤0.01%	569
2020 Q2	$13K	Hold	730	–	–	0.01%	495
2020 Q1	$11K	Hold	730	–	–	0.01%	489
2019 Q4	$11K	Hold	730	–	–	﹤0.01%	536
2019 Q3	$10K	Hold	730	–	–	﹤0.01%	597
2019 Q2	$10K	Hold	730	–	–	﹤0.01%	572
2019 Q1	$9K	Hold	730	–	–	﹤0.01%	569
2018 Q4	$9K	Hold	730	–	–	﹤0.01%	521
2018 Q3	$8K	Hold	730	–	–	﹤0.01%	532
2018 Q2	$9K	Hold	730	–	–	﹤0.01%	559
2018 Q1	$9K	Hold	730	–	–	﹤0.01%	626
2017 Q4	$9K	Hold	730	–	–	0.01%	613
2017 Q3	$9K	Hold	730	–	–	0.01%	558
2017 Q2	$9K	Hold	730	–	–	0.01%	576
2017 Q1	$9K	Hold	730	–	–	0.01%	594
2016 Q4	$8K	Buy	+730	New	+$8.64K	0.01%	633

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

Plante Moran Financial Advisors's SGOL Position: Q2 2026 in Review

Plante Moran Financial Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 758 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Plante Moran Financial Advisors first reported a position in SGOL in Q4 2016 and has held it in 25 quarters since. The position peaked at $33.8K in Q1 2026. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Plante Moran Financial Advisors held 758 shares of abrdn Physical Gold Shares ETF worth $29K as of Q2 2026.
Plante Moran Financial Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #420 holding.
Plante Moran Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2016 and has held it in 25 quarters since.
Plante Moran Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $33.8K in Q1 2026.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.