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Savvy Advisors Inc’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Savvy Advisors Inc’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 		$11.7M Sell
305,941
-42,863
-12% -$1.84M 0.25% 81
2026
Q1 		$15.6M Sell
348,804
-111,307
-24% -$5.17M 0.42% 52
2025
Q4 		$18.9M Sell
460,111
-19,502
-4% -$772K 0.61% 33
2025
Q3 		$17.7M Sell
479,613
-5,847
-1% -$193K 0.81% 21
2025
Q2 		$15.3M Sell
485,460
-2,408
-0.5% -$75.5K 1.02% 16
2025
Q1 		$14.5M Buy
487,868
+58,052
+14% +$1.59M 1.46% 11
2024
Q4 		$10.8M Buy
429,816
+372,223
+646% +$9.46M 1.29% 14
2024
Q3 		$1.45M Buy
57,593
+5,852
+11% +$138K 0.29% 68
2024
Q2 		$1.15M Buy
51,741
+1,229
+2% +$27.5K 0.37% 60
2024
Q1 		$1.07M Buy
50,512
+26,800
+113% +$531K 0.62% 34
2023
Q4 		$468K Buy
+23,712
New +$448K 0.45% 68

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

Savvy Advisors Inc's SGOL Position: Q2 2026 in Review

Savvy Advisors Inc reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 12% in Q2 2026, selling an estimated $1.84M and leaving 305,941 shares worth $11.7M. The position accounts for 0.25% of the portfolio, ranked #81.

Savvy Advisors Inc first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.9M in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Savvy Advisors Inc held 305,941 shares of abrdn Physical Gold Shares ETF worth $11.7M as of Q2 2026.
  • Savvy Advisors Inc sold 42,863 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $1.84M.
  • abrdn Physical Gold Shares ETF made up 0.25% of Savvy Advisors Inc's portfolio in Q2 2026, its #81 holding.
  • Savvy Advisors Inc first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's abrdn Physical Gold Shares ETF position peaked at $18.9M in Q4 2025.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.