SFMG Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

SFMG Wealth 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 Q1	$446K	Hold	10,000	–	–	0.03%	200
2025 Q4	$411K	Hold	10,000	–	–	0.03%	206
2025 Q3	$368K	Hold	10,000	–	–	0.03%	210
2025 Q2	$315K	Hold	10,000	–	–	0.02%	204
2025 Q1	$298K	Hold	10,000	–	–	0.02%	201
2024 Q4	$251K	Hold	10,000	–	–	0.02%	222
2024 Q3	$251K	Hold	10,000	–	–	0.02%	215
2024 Q2	$222K	Hold	10,000	–	–	0.02%	229
2024 Q1	$212K	Hold	10,000	–	–	0.02%	242
2023 Q4	$197K	Hold	10,000	–	–	0.02%	243
2023 Q3	$177K	Sell	10,000 -14	-0.1%	-$258	0.02%	225
2023 Q2	$184K	Hold	10,014	–	–	0.02%	234
2023 Q1	$189K	Hold	10,014	–	–	0.02%	236
2022 Q4	$175K	Hold	10,014	–	–	0.02%	234
2022 Q3	$161K	Hold	10,014	–	–	0.02%	228
2022 Q2	$174K	Hold	10,014	–	–	0.02%	243
2022 Q1	$186K	Hold	10,014	–	–	0.02%	276
2021 Q4	$176K	Sell	10,014 -173,110	-95%	-$2.98M	0.02%	275
2021 Q3	$3.09M	Sell	183,124 -2,000	-1%	-$34.4K	0.34%	42
2021 Q2	$3.15M	Sell	185,124 -3,100	-2%	-$54K	0.35%	38
2021 Q1	$3.09M	Sell	188,224 -224,750	-54%	-$3.87M	0.36%	37
2020 Q4	$7.55M	Sell	412,974 -5,676	-1%	-$102K	0.96%	18
2020 Q3	$7.6M	Sell	418,650 -198	-0%	-$3.64K	1.05%	18
2020 Q2	$7.18M	Buy	+418,848	New	+$6.91M	1.02%	18

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $785M AUM 34.37% 1-Year Est. Return

SFMG Wealth Advisors's SGOL Position: Q1 2026 in Review

SFMG Wealth Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 10,000 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #200.

SFMG Wealth Advisors first reported a position in SGOL in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.6M in Q3 2020. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

SFMG Wealth Advisors held 10,000 shares of abrdn Physical Gold Shares ETF worth $446K as of Q1 2026.
SFMG Wealth Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #200 holding.
SFMG Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 24 quarters since.
SFMG Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $7.6M in Q3 2020.
486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.