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 Q2	$980K	Sell	25,638 -103	-0.4%	-$4.43K	0.27%	80
2026 Q1	$1.15M	Sell	25,741 -332	-1%	-$15.4K	0.41%	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	0.45%	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	0.14%	168

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

Resurgent Financial Advisors's SGOL Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.4% in Q2 2026, selling an estimated $4.43K and leaving 25,638 shares worth $980K. The position accounts for 0.27% of the portfolio, ranked #80.

Resurgent Financial Advisors first reported a position in SGOL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Resurgent Financial Advisors held 25,638 shares of abrdn Physical Gold Shares ETF worth $980K as of Q2 2026.
Resurgent Financial Advisors sold 103 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $4.43K.
abrdn Physical Gold Shares ETF made up 0.27% of Resurgent Financial Advisors's portfolio in Q2 2026, its #80 holding.
Resurgent Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2022 and has held it in 17 quarters since.
Resurgent Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $1.15M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.