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SeaCrest Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-5,116
Closed -$228K – 645
2026
Q1 		$228K Hold
5,116
– – 0.02% 560
2025
Q4 		$217K Sell
5,116
-2,140
-29% -$84.7K 0.02% 571
2025
Q3 		$280K Hold
7,256
– – 0.03% 482
2025
Q2 		$229K Sell
7,256
-445
-6% -$13.9K 0.02% 531
2025
Q1 		$230K Buy
+7,701
New +$211K 0.03% 576
2024
Q4 		– Sell
-8,035
Closed -$202K – 692
2024
Q3 		$202K Buy
+8,035
New +$190K 0.02% 613
2023
Q3 		– Sell
-17,641
Closed -$324K – 644
2023
Q2 		$324K Buy
17,641
+805
+5% +$15.2K 0.04% 448
2023
Q1 		$318K Buy
16,836
+2,600
+18% +$47.1K 0.04% 444
2022
Q4 		$249K Buy
14,236
+325
+2% +$5.39K 0.04% 496
2022
Q3 		$221K Buy
13,911
+100
+0.7% +$1.65K 0.03% 519
2022
Q2 		$239K Buy
13,811
+1,901
+16% +$34.1K 0.03% 543
2022
Q1 		$221K Buy
11,910
+265
+2% +$4.78K 0.03% 624
2021
Q4 		$204K Hold
11,645
– – 0.02% 648
2021
Q3 		$196K Buy
11,645
+160
+1% +$2.75K 0.02% 633
2021
Q2 		$195K Buy
11,485
+65
+0.6% +$1.13K 0.02% 654
2021
Q1 		$187K Buy
11,420
+125
+1% +$2.15K 0.02% 618
2020
Q4 		$206K Hold
11,295
– – 0.03% 558
2020
Q3 		$205K Sell
11,295
-515
-4% -$9.48K 0.03% 513
2020
Q2 		$202K Buy
11,810
+40
+0.3% +$660 0.03% 493
2020
Q1 		$178K Hold
11,770
– – 0.04% 449
2019
Q4 		$172K Buy
+11,770
New +$168K 0.03% 523
2019
Q2 		– Sell
-1,210
Closed -$15K – 1623
2019
Q1 		$15K Hold
1,210
– – ﹤0.01% 1405
2018
Q4 		$15K Buy
+1,210
New +$14.3K ﹤0.01% 1360
2018
Q3 		– Sell
-1,110
Closed -$13K – 2325
2018
Q2 		$13K Sell
1,110
-600
-35% -$7.58K ﹤0.01% 1520
2018
Q1 		$22K Hold
1,710
– – ﹤0.01% 1295
2017
Q4 		$22K Buy
+1,710
New +$21.2K ﹤0.01% 1309

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 $103B AUM 28.65% 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

SeaCrest Wealth Management's SGOL Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 5,116 shares — an estimated $228K sold.

SeaCrest Wealth Management first reported a position in SGOL in Q4 2017 and held it in 26 quarters. The position peaked at $324K in Q2 2023. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,116 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $228K.
  • SeaCrest Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and held it in 26 quarters.
  • SeaCrest Wealth Management's abrdn Physical Gold Shares ETF position peaked at $324K in Q2 2023.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.