S
SGOL icon

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

EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return