Roman Butler Fullerton & Co’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Roman Butler Fullerton & Co’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	$968K	Buy	25,416 +198	+0.8%	+$8.51K	0.23%	107
2026 Q1	$1.14M	Sell	25,218 -202	-0.8%	-$9.38K	0.31%	84
2025 Q4	$1.18M	Sell	25,420 -328	-1%	-$13K	0.31%	85
2025 Q3	$969K	Sell	25,748 -1,019	-4%	-$33.6K	0.26%	98
2025 Q2	$853K	Buy	26,767 +9,574	+56%	+$300K	0.25%	104
2025 Q1	$530K	Buy	17,193 +3,446	+25%	+$94.3K	0.21%	117
2024 Q4	$360K	Buy	13,747 +63	+0.5%	+$1.6K	0.11%	164
2024 Q3	$348K	Sell	13,684 -229	-2%	-$5.42K	0.1%	182
2024 Q2	$315K	Buy	+13,913	New	+$311K	0.1%	176

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

Roman Butler Fullerton & Co's SGOL Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.79% in Q2 2026, buying an estimated $8.51K and bringing the position to 25,416 shares worth $968K. The position accounts for 0.23% of the portfolio, ranked #107.

Roman Butler Fullerton & Co first reported a position in SGOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Roman Butler Fullerton & Co held 25,416 shares of abrdn Physical Gold Shares ETF worth $968K as of Q2 2026.
Roman Butler Fullerton & Co bought 198 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $8.51K.
abrdn Physical Gold Shares ETF made up 0.23% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #107 holding.
Roman Butler Fullerton & Co first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 9 quarters since.
Roman Butler Fullerton & Co's abrdn Physical Gold Shares ETF position peaked at $1.18M in Q4 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.