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

Sheets Smith 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 Q3	$2.21M	Buy	55,892 +14	+0%	+$568	0.23%	98
2026 Q2	$2.14M	Buy	55,878 +434	+0.8%	+$18.6K	0.21%	97
2026 Q1	$2.47M	Sell	55,444 -1,842	-3%	-$85.5K	0.28%	81
2025 Q4	$2.35M	Sell	57,286 -1,818	-3%	-$71.9K	0.26%	82
2025 Q3	$2.18M	Buy	59,104 +11	+0%	+$363	0.25%	88
2025 Q2	$1.86M	Hold	59,093	–	–	0.22%	99
2025 Q1	$1.76M	Sell	59,093 -6,209	-10%	-$170K	0.22%	103
2024 Q4	$1.64M	Sell	65,302 -40	-0.1%	-$1.02K	0.2%	112
2024 Q3	$1.64M	Sell	65,342 -716	-1%	-$16.9K	0.2%	113
2024 Q2	$1.47M	Hold	66,058	–	–	0.18%	122
2024 Q1	$1.4M	Sell	66,058 -2,580	-4%	-$51.1K	0.16%	134
2023 Q4	$1.35M	Hold	68,638	–	–	0.19%	110
2023 Q3	$1.21M	Buy	68,638 +1,005	+1%	+$18.5K	0.18%	119
2023 Q2	$1.24M	Buy	67,633 +25,065	+59%	+$475K	0.18%	116
2023 Q1	$803K	Sell	42,568 -9,376	-18%	-$170K	0.12%	151
2022 Q4	$907K	Sell	51,944 -4,251	-8%	-$70.5K	0.14%	138
2022 Q3	$895K	Sell	56,195 -2,855	-5%	-$47.2K	0.15%	137
2022 Q2	$1.02M	Buy	59,050 +1,024	+2%	+$18.4K	0.17%	124
2022 Q1	$1.08M	Buy	+58,026	New	+$1.05M	0.15%	135

Other funds holding SGOL

EMAM

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FWA

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Sheets Smith Wealth Management's SGOL Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.03% in Q3 2026, buying an estimated $568 and bringing the position to 55,892 shares worth $2.21M. The position accounts for 0.23% of the portfolio, ranked #98.

Sheets Smith Wealth Management first reported a position in SGOL in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.47M in Q1 2026. 77 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Sheets Smith Wealth Management held 55,892 shares of abrdn Physical Gold Shares ETF worth $2.21M as of Q3 2026.
Sheets Smith Wealth Management bought 14 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $568.
abrdn Physical Gold Shares ETF made up 0.23% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #98 holding.
Sheets Smith Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and has held it in 19 quarters since.
Sheets Smith Wealth Management's abrdn Physical Gold Shares ETF position peaked at $2.47M in Q1 2026.
77 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.