PF
SGOL icon

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

PlanVest 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 		$22.9K Buy
600
+170
+40% +$7.3K 0.02% 325
2026
Q1 		$19.2K Buy
+430
New +$20K 0.01% 323

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PlanVest Financial's SGOL Position: Q2 2026 in Review

PlanVest Financial increased its abrdn Physical Gold Shares ETF (SGOL) stake by 40% in Q2 2026, buying an estimated $7.3K and bringing the position to 600 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #325.

PlanVest Financial first reported a position in SGOL in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • PlanVest Financial held 600 shares of abrdn Physical Gold Shares ETF worth $22.9K as of Q2 2026.
  • PlanVest Financial bought 170 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $7.3K.
  • abrdn Physical Gold Shares ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #325 holding.
  • PlanVest Financial first reported a position in abrdn Physical Gold Shares ETF in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.