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Safeguard Investment Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		$931K Sell
20,873
-1,042
-5% -$48.4K 0.26% 42
2025
Q4 		$900K Sell
21,915
-331
-1% -$13.1K 0.23% 45
2025
Q3 		$819K Sell
22,246
-945
-4% -$31.2K 0.2% 54
2025
Q2 		$731K Hold
23,191
– – 0.18% 59
2025
Q1 		$692K Buy
23,191
+657
+3% +$18K 0.19% 56
2024
Q4 		$564K Sell
22,534
-97
-0.4% -$2.46K 0.15% 57
2024
Q3 		$569K Sell
22,631
-413
-2% -$9.77K 0.16% 55
2024
Q2 		$512K Sell
23,044
-3,028
-12% -$67.6K 0.16% 54
2024
Q1 		$554K Sell
26,072
-1,650
-6% -$32.7K 0.19% 52
2023
Q4 		$547K Sell
27,722
-3,587
-11% -$67.8K 0.21% 53
2023
Q3 		$554K Sell
31,309
-2,577
-8% -$47.5K 0.24% 47
2023
Q2 		$622K Sell
33,886
-3,073
-8% -$58.2K 0.27% 47
2023
Q1 		$697K Sell
36,959
-11,921
-24% -$216K 0.34% 37
2022
Q4 		$854K Sell
48,880
-8,790
-15% -$146K 0.53% 37
2022
Q3 		$918K Sell
57,670
-6,947
-11% -$115K 0.63% 34
2022
Q2 		$1.2M Hold
64,617
– – 0.74% 29
2022
Q1 		$1.2M Sell
64,617
-1,144
-2% -$20.6K 0.82% 24
2021
Q4 		$1.15M Sell
65,761
-515
-0.8% -$8.88K 0.67% 30
2021
Q3 		$1.12M Sell
66,276
-5,628
-8% -$96.7K 0.72% 29
2021
Q2 		$1.22M Sell
71,904
-3,856
-5% -$67.2K 0.87% 24
2021
Q1 		$1.24M Sell
75,760
-16,203
-18% -$279K 1.11% 20
2020
Q4 		$1.68M Buy
+91,963
New +$1.66M 1.49% 15

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Safeguard Investment Advisory Group's SGOL Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4.8% in Q1 2026, selling an estimated $48.4K and leaving 20,873 shares worth $931K. The position accounts for 0.26% of the portfolio, ranked #42.

Safeguard Investment Advisory Group first reported a position in SGOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.68M in Q4 2020. 485 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Safeguard Investment Advisory Group held 20,873 shares of abrdn Physical Gold Shares ETF worth $931K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 1,042 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $48.4K.
  • abrdn Physical Gold Shares ETF made up 0.26% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #42 holding.
  • Safeguard Investment Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's abrdn Physical Gold Shares ETF position peaked at $1.68M in Q4 2020.
  • 485 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.