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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Buy
7,820
+435
+6% +$18.7K 0.15% 65
2026
Q1
$328K Sell
7,385
-310
-4% -$14.4K 0.19% 60
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

Principia Wealth Advisory's SGOL Position: Q2 2026 in Review

Principia Wealth Advisory increased its abrdn Physical Gold Shares ETF (SGOL) stake by 5.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 7,820 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #65.

Principia Wealth Advisory first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $328K in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Principia Wealth Advisory held 7,820 shares of abrdn Physical Gold Shares ETF worth $299K as of Q2 2026.
  • Principia Wealth Advisory bought 435 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $18.7K.
  • abrdn Physical Gold Shares ETF made up 0.15% of Principia Wealth Advisory's portfolio in Q2 2026, its #65 holding.
  • Principia Wealth Advisory first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's abrdn Physical Gold Shares ETF position peaked at $328K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.