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Priebe Wealth Holdings’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Priebe Wealth Holdings’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
2025
Q2 		$1.08M Buy
34,400
+4,100
+14% +$129K 0.94% 23
2025
Q1 		$904K Buy
30,300
+5,950
+24% +$163K 0.56% 29
2024
Q4 		$610K Buy
24,350
+14,250
+141% +$362K 0.41% 32
2024
Q3 		$254K Buy
10,100
+750
+8% +$17.7K 0.18% 52
2024
Q2 		$208K Buy
+9,350
New +$209K 0.16% 52
2024
Q1 		– Sell
-12,350
Closed -$244K – 69
2023
Q4 		$244K Buy
+12,350
New +$234K 0.2% 52

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Priebe Wealth Holdings's SGOL Position: Q2 2025 in Review

Priebe Wealth Holdings increased its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q2 2025, buying an estimated $129K and bringing the position to 34,400 shares worth $1.08M. The position accounts for 0.94% of the portfolio, ranked #23.

Priebe Wealth Holdings first reported a position in SGOL in Q4 2023 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

  • Priebe Wealth Holdings held 34,400 shares of abrdn Physical Gold Shares ETF worth $1.08M as of Q2 2025.
  • Priebe Wealth Holdings bought 4,100 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $129K.
  • abrdn Physical Gold Shares ETF made up 0.94% of Priebe Wealth Holdings's portfolio in Q2 2025, its #23 holding.
  • Priebe Wealth Holdings first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.