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Root Financial Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Root Financial Partners’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 		– Sell
-220
Closed -$9.82K – 2690
2026
Q1 		$9.82K Sell
220
-1,280
-85% -$59.4K ﹤0.01% 1694
2025
Q4 		$61.6K Hold
1,500
– – ﹤0.01% 639
2025
Q3 		$55.2K Buy
+1,500
New +$49.5K ﹤0.01% 638

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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Root Financial Partners's SGOL Position: Q2 2026 in Review

Root Financial Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 220 shares — an estimated $9.82K sold.

Root Financial Partners first reported a position in SGOL in Q3 2025 and held it in 3 quarters. The position peaked at $61.6K in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Root Financial Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 220 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $9.82K.
  • Root Financial Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's abrdn Physical Gold Shares ETF position peaked at $61.6K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.