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

Simplicity Wealth’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 		$268K Sell
6,015
-634
-10% -$29.4K 0.02% 630
2025
Q4 		$273K Buy
+6,649
New +$263K 0.02% 586

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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 $592M AUM 25.27% 1-Year Est. Return

Simplicity Wealth's SGOL Position: Q1 2026 in Review

Simplicity Wealth reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 9.5% in Q1 2026, selling an estimated $29.4K and leaving 6,015 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #630.

Simplicity Wealth first reported a position in SGOL in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Simplicity Wealth held 6,015 shares of abrdn Physical Gold Shares ETF worth $268K as of Q1 2026.
  • Simplicity Wealth sold 634 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $29.4K.
  • abrdn Physical Gold Shares ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #630 holding.
  • Simplicity Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's abrdn Physical Gold Shares ETF position peaked at $273K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.