Raymond James Financial
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Raymond James Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Raymond James Financial’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
Q1 		$23.4M Sell
525,172
-66,493
-11% -$3.09M 0.01% 1350
2025
Q4 		$24.3M Buy
591,665
+89,154
+18% +$3.53M 0.01% 1304
2025
Q3 		$18.5M Buy
502,511
+31,409
+7% +$1.04M 0.01% 1466
2025
Q2 		$14.9M Buy
471,102
+229,072
+95% +$7.18M 0.01% 1574
2025
Q1 		$7.22M Buy
242,030
+116,785
+93% +$3.19M ﹤0.01% 2054
2024
Q4 		$3.14M Buy
+125,245
New +$3.18M ﹤0.01% 2635

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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Raymond James Financial's SGOL Position: Q1 2026 in Review

Raymond James Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q1 2026, selling an estimated $3.09M and leaving 525,172 shares worth $23.4M. The position accounts for 0.01% of the portfolio, ranked #1350.

Raymond James Financial first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.3M in Q4 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Raymond James Financial held 525,172 shares of abrdn Physical Gold Shares ETF worth $23.4M as of Q1 2026.
  • Raymond James Financial sold 66,493 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $3.09M.
  • abrdn Physical Gold Shares ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1350 holding.
  • Raymond James Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's abrdn Physical Gold Shares ETF position peaked at $24.3M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.