Principia Wealth Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Principia Wealth Advisory’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 Q4	$316K	Sell	7,695 -950	-11%	-$37.6K	0.2%	59
2025 Q3	$318K	Sell	8,645 -755	-8%	-$24.9K	0.22%	57
2025 Q2	$296K	Sell	9,400 -595	-6%	-$18.6K	0.25%	47
2025 Q1	$295K	Sell	9,995 -1,105	-10%	-$30.2K	0.28%	38
2024 Q4	$278K	Buy	+11,100	New	+$282K	0.26%	38

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Principia Wealth Advisory's SGOL Position: Q4 2025 in Review

Principia Wealth Advisory reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q4 2025, selling an estimated $37.6K and leaving 7,695 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #59.

Principia Wealth Advisory first reported a position in SGOL in Q4 2024 and has held it in 5 quarters since. The position peaked at $318K in Q3 2025. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

Principia Wealth Advisory held 7,695 shares of abrdn Physical Gold Shares ETF worth $316K as of Q4 2025.
Principia Wealth Advisory sold 950 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $37.6K.
abrdn Physical Gold Shares ETF made up 0.2% of Principia Wealth Advisory's portfolio in Q4 2025, its #59 holding.
Principia Wealth Advisory first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 5 quarters since.
Principia Wealth Advisory's abrdn Physical Gold Shares ETF position peaked at $318K in Q3 2025.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.