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RFA
Resurgent Financial Advisors’s
abrdn Physical Gold Shares ETF
SGOL
Stock Holding History
Resurgent Financial 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
Q1
$1.15M
Sell
25,741
-332
-1%
-$15.4K
0.42%
58
2025
Q4
$1.07M
Buy
26,073
+5,142
+25%
+$203K
0.54%
48
2025
Q3
$770K
Sell
20,931
-6,429
-23%
-$212K
0.38%
70
2025
Q2
$863K
Sell
27,360
-4,329
-14%
-$136K
0.47%
58
2025
Q1
$945K
Buy
31,689
+109
+0.3%
+$2.98K
0.57%
47
2024
Q4
$791K
Sell
31,580
-570
-2%
-$14.5K
0.47%
60
2024
Q3
$808K
Sell
32,150
-780
-2%
-$18.5K
0.47%
59
2024
Q2
$732K
Buy
32,930
+2,879
+10%
+$64.3K
0.46%
65
2024
Q1
$638K
Buy
30,051
+4,452
+17%
+$88.2K
0.34%
84
2023
Q4
$505K
Buy
25,599
+619
+2%
+$11.7K
0.31%
83
2023
Q3
$442K
Sell
24,980
-261
-1%
-$4.81K
0.3%
87
2023
Q2
$464K
Buy
25,241
+1,537
+6%
+$29.1K
0.31%
81
2023
Q1
$447K
Buy
23,704
+6,173
+35%
+$112K
0.3%
84
2022
Q4
$306K
Buy
17,531
+4,753
+37%
+$78.8K
0.16%
140
2022
Q3
$203K
Buy
12,778
+141
+1%
+$2.33K
0.14%
189
2022
Q2
$219K
Buy
+12,637
New
+$227K
0.15%
168
Other funds holding SGOL
MGP
Metis Global Partners
San Diego, California
$4.07B AUM
30.82%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
EFG
Ethos Financial Group
King Of Prussia, Pennsylvania
$1.37B AUM
19.43%
1-Year Est. Return
AIP
Almanack Investment Partners
Wayne, Pennsylvania
$592M AUM
25.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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