Prospera Financial Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Prospera Financial Services’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	$385K	Hold	10,059	–	–	0.01%	1147
2026 Q1	$449K	Hold	10,059	–	–	0.01%	1037
2025 Q4	$413K	Buy	10,059 +743	+8%	+$29.4K	0.01%	1005
2025 Q3	$343K	Buy	9,316 +347	+4%	+$11.5K	0.01%	1097
2025 Q2	$283K	Sell	8,969 -200	-2%	-$6.27K	0.01%	1130
2025 Q1	$273K	Buy	+9,169	New	+$251K	0.01%	1021

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 $103B AUM 28.65% 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

Prospera Financial Services's SGOL Position: Q2 2026 in Review

Prospera Financial Services held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 10,059 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1147.

Prospera Financial Services first reported a position in SGOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Prospera Financial Services held 10,059 shares of abrdn Physical Gold Shares ETF worth $385K as of Q2 2026.
Prospera Financial Services left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1147 holding.
Prospera Financial Services first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and has held it in 6 quarters since.
Prospera Financial Services's abrdn Physical Gold Shares ETF position peaked at $449K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.