SAI
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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
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 $4.07B 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