Seven Post Investment Office’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Seven Post Investment Office’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	$768K	Hold	20,093	–	–	0.22%	28
2026 Q1	$897K	Buy	20,093 +4,606	+30%	+$214K	0.29%	23
2025 Q4	$636K	Hold	15,487	–	–	0.23%	27
2025 Q3	$570K	Sell	15,487 -1,040	-6%	-$34.3K	0.21%	26
2025 Q2	$521K	Hold	16,527	–	–	0.2%	26
2025 Q1	$493K	Sell	16,527 -36	-0.2%	-$985	0.19%	26
2024 Q4	$415K	Sell	16,563 -1,149	-6%	-$29.2K	0.16%	27
2024 Q3	$445K	Sell	17,712 -50	-0.3%	-$1.18K	0.07%	43
2024 Q2	$395K	Sell	17,762 -1,396	-7%	-$31.2K	0.07%	45
2024 Q1	$407K	Sell	19,158 -5,807	-23%	-$115K	0.1%	43
2023 Q4	$493K	Sell	24,965 -5,048	-17%	-$95.4K	0.12%	42
2023 Q3	$531K	Buy	30,013 +520	+2%	+$9.59K	0.15%	39
2023 Q2	$542K	Buy	29,493 +1,189	+4%	+$22.5K	0.17%	37
2023 Q1	$534K	Sell	28,304 -422	-1%	-$7.65K	0.19%	32
2022 Q4	$502K	Buy	28,726 +1,808	+7%	+$30K	0.18%	34
2022 Q3	$429K	Buy	26,918 +1,110	+4%	+$18.4K	0.17%	33
2022 Q2	$447K	Buy	25,808 +1,619	+7%	+$29.1K	0.17%	35
2022 Q1	$449K	Buy	24,189 +6,221	+35%	+$112K	0.14%	35
2021 Q4	$316K	Sell	17,968 -770	-4%	-$13.3K	0.09%	39
2021 Q3	$316K	Hold	18,738	–	–	0.1%	38
2021 Q2	$318K	Hold	18,738	–	–	0.1%	41
2021 Q1	$307K	Sell	18,738 -8,234	-31%	-$142K	0.11%	34
2020 Q4	$493K	Buy	+26,972	New	+$487K	0.2%	26

Other funds holding SGOL

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Seven Post Investment Office's SGOL Position: Q2 2026 in Review

Seven Post Investment Office held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 20,093 shares worth $768K. The position accounts for 0.22% of the portfolio, ranked #28.

Seven Post Investment Office first reported a position in SGOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $897K in Q1 2026. 213 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Seven Post Investment Office held 20,093 shares of abrdn Physical Gold Shares ETF worth $768K as of Q2 2026.
Seven Post Investment Office left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.22% of Seven Post Investment Office's portfolio in Q2 2026, its #28 holding.
Seven Post Investment Office first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 23 quarters since.
Seven Post Investment Office's abrdn Physical Gold Shares ETF position peaked at $897K in Q1 2026.
213 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.