Root Financial Partners
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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
Q3 		$8.7K Buy
+220
New +$8.93K ﹤0.01% 1981
2026
Q2 		– Sell
-220
Closed -$9.8K – 2690
2026
Q1 		$9.8K 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

Metis Global Partners
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Root Financial Partners's SGOL Position: Q3 2026 in Review

Root Financial Partners opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q3 2026: 220 shares worth $8.7K. The stake represents ﹤0.01% of the portfolio and ranks #1981 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SGOL as recently as Q1 2026.

Root Financial Partners first reported a position in SGOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.6K in Q4 2025. 420 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Root Financial Partners held 220 shares of abrdn Physical Gold Shares ETF worth $8.7K as of Q3 2026.
  • abrdn Physical Gold Shares ETF was a new Root Financial Partners position in Q3 2026.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1981 holding.
  • Root Financial Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's abrdn Physical Gold Shares ETF position peaked at $61.6K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.