Private Trust Company’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Private Trust Company’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	$34.3K	Buy	+896	New	+$38.5K	﹤0.01%	1557
2024 Q1	–	Sell	-111	Closed	-$2.19K	–	2346
2023 Q4	$2.19K	Hold	111	–	–	﹤0.01%	2117
2023 Q3	$1.96K	Hold	111	–	–	﹤0.01%	2122
2023 Q2	$2.04K	Buy	+111	New	+$2.1K	﹤0.01%	2110

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Private Trust Company's SGOL Position: Q2 2026 in Review

Private Trust Company opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 896 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: Private Trust Company previously reported a position in SGOL as recently as Q4 2023.

Private Trust Company first reported a position in SGOL in Q2 2023 and has held it in 4 quarters since. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Private Trust Company held 896 shares of abrdn Physical Gold Shares ETF worth $34.3K as of Q2 2026.
abrdn Physical Gold Shares ETF was a new Private Trust Company position in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1557 holding.
Private Trust Company first reported a position in abrdn Physical Gold Shares ETF in Q2 2023 and has held it in 4 quarters since.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.