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Principal Securities’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Principal Securities’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 		$1.95M Buy
51,114
+6,224
+14% +$267K 0.02% 554
2026
Q1 		$2M Sell
44,890
-444
-1% -$20.6K 0.03% 493
2025
Q4 		$1.86M Buy
45,334
+1,338
+3% +$52.9K 0.03% 503
2025
Q3 		$1.62M Buy
43,996
+3,018
+7% +$99.6K 0.03% 512
2025
Q2 		$1.29M Buy
40,978
+9,127
+29% +$286K 0.02% 540
2025
Q1 		$798K Hold
31,851
– – 0.02% 620
2024
Q4 		$798K Sell
31,851
-296
-0.9% -$7.52K 0.02% 618
2024
Q3 		$808K Buy
32,147
+1,885
+6% +$44.6K 0.02% 605
2024
Q2 		$672K Buy
30,262
+5,608
+23% +$125K 0.02% 604
2024
Q1 		$524K Buy
24,654
+2,524
+11% +$50K 0.02% 647
2023
Q4 		$437K Buy
+22,130
New +$418K 0.02% 655

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

Principal Securities's SGOL Position: Q2 2026 in Review

Principal Securities increased its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q2 2026, buying an estimated $267K and bringing the position to 51,114 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #554.

Principal Securities first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Principal Securities held 51,114 shares of abrdn Physical Gold Shares ETF worth $1.95M as of Q2 2026.
  • Principal Securities bought 6,224 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $267K.
  • abrdn Physical Gold Shares ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #554 holding.
  • Principal Securities first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's abrdn Physical Gold Shares ETF position peaked at $2M in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.