Sachetta’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sachetta’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	$120K	Sell	3,145 -20	-0.6%	-$859	0.06%	133
2026 Q1	$141K	Buy	3,165 +240	+8%	+$11.1K	0.08%	111
2025 Q4	$120K	Sell	2,925 -250	-8%	-$9.89K	0.07%	124
2025 Q3	$117K	Sell	3,175 -200	-6%	-$6.6K	0.04%	181
2025 Q2	$106K	Hold	3,375	–	–	0.04%	185
2025 Q1	$101K	Sell	3,375 -751	-18%	-$20.5K	0.04%	193
2024 Q4	$103K	Sell	4,126 -379	-8%	-$9.63K	0.04%	195
2024 Q3	$113K	Buy	4,505 +240	+6%	+$5.68K	0.04%	191
2024 Q2	$98.1K	Hold	4,265	–	–	0.04%	193
2024 Q1	$84.2K	Hold	4,265	–	–	0.04%	200
2023 Q4	$84.2K	Buy	+4,265	New	+$80.6K	0.04%	200

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

Sachetta's SGOL Position: Q2 2026 in Review

Sachetta reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.63% in Q2 2026, selling an estimated $859 and leaving 3,145 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #133.

Sachetta first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $141K in Q1 2026. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Sachetta held 3,145 shares of abrdn Physical Gold Shares ETF worth $120K as of Q2 2026.
Sachetta sold 20 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $859.
abrdn Physical Gold Shares ETF made up 0.06% of Sachetta's portfolio in Q2 2026, its #133 holding.
Sachetta first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's abrdn Physical Gold Shares ETF position peaked at $141K in Q1 2026.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.