Resonant Capital Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Resonant Capital Advisors’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	$1.89M	Buy	49,498 +1,839	+4%	+$79K	0.09%	139
2026 Q1	$2.13M	Sell	47,659 -5,351	-10%	-$248K	0.11%	121
2025 Q4	$2.18M	Sell	53,010 -60	-0.1%	-$2.37K	0.12%	114
2025 Q3	$1.95M	Sell	53,070 -1,605	-3%	-$53K	0.11%	120
2025 Q2	$1.72M	Sell	54,675 -443	-0.8%	-$13.9K	0.11%	120
2025 Q1	$1.64M	Hold	55,118	–	–	0.11%	118
2024 Q4	$1.38M	Buy	55,118 +804	+1%	+$20.4K	0.1%	132
2024 Q3	$1.36M	Sell	54,314 -134	-0.2%	-$3.17K	0.1%	134
2024 Q2	$1.21M	Hold	54,448	–	–	0.1%	132
2024 Q1	$1.16M	Hold	54,448	–	–	0.1%	131
2023 Q4	$1.07M	Sell	54,448 -74,245	-58%	-$1.4M	0.1%	131
2023 Q3	$2.28M	Buy	128,693 +6,174	+5%	+$114K	0.24%	88
2023 Q2	$2.25M	Sell	122,519 -1,141	-0.9%	-$21.6K	0.24%	90
2023 Q1	$2.33M	Buy	123,660 +5,374	+5%	+$97.4K	0.26%	89
2022 Q4	$2.07M	Buy	118,286 +30,143	+34%	+$500K	0.26%	91
2022 Q3	$1.4M	Buy	88,143 +54,020	+158%	+$894K	0.21%	94
2022 Q2	$591K	Buy	+34,123	New	+$613K	0.09%	135
2020 Q3	–	Sell	-17,890	Closed	-$307K	–	177
2020 Q2	$307K	Hold	17,890	–	–	0.09%	140
2020 Q1	$271K	Buy	17,890 +150	+0.8%	+$2.29K	0.1%	162
2019 Q4	$259K	Buy	+17,740	New	+$253K	0.08%	180

Other funds holding SGOL

AIP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Resonant Capital Advisors's SGOL Position: Q2 2026 in Review

Resonant Capital Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 3.9% in Q2 2026, buying an estimated $79K and bringing the position to 49,498 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #139.

Resonant Capital Advisors first reported a position in SGOL in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.33M in Q1 2023. 221 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Resonant Capital Advisors held 49,498 shares of abrdn Physical Gold Shares ETF worth $1.89M as of Q2 2026.
Resonant Capital Advisors bought 1,839 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $79K.
abrdn Physical Gold Shares ETF made up 0.09% of Resonant Capital Advisors's portfolio in Q2 2026, its #139 holding.
Resonant Capital Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 20 quarters since.
Resonant Capital Advisors's abrdn Physical Gold Shares ETF position peaked at $2.33M in Q1 2023.
221 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.