Sequoia Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sequoia Financial Advisors’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	$1.01M	Buy	26,500 +200	+0.8%	+$8.59K	0.01%	939
2026 Q1	$1.17M	Sell	26,300 -1,085	-4%	-$50.4K	0.01%	831
2025 Q4	$1.12M	Buy	+27,385	New	+$1.08M	0.01%	828

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sequoia Financial Advisors's SGOL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.76% in Q2 2026, buying an estimated $8.59K and bringing the position to 26,500 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #939.

Sequoia Financial Advisors first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Sequoia Financial Advisors held 26,500 shares of abrdn Physical Gold Shares ETF worth $1.01M as of Q2 2026.
Sequoia Financial Advisors bought 200 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $8.59K.
abrdn Physical Gold Shares ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #939 holding.
Sequoia Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
Sequoia Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $1.17M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.