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 Q2	–	Sell	-6,015	Closed	-$268K	–	1044
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

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 $104B AUM 28.3% 1-Year Est. Return

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

Simplicity Wealth's SGOL Position: Q2 2026 in Review

Simplicity Wealth sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 6,015 shares — an estimated $268K sold.

Simplicity Wealth first reported a position in SGOL in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Simplicity Wealth reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 6,015 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $268K.
Simplicity Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and held it in 2 quarters.
Simplicity Wealth's abrdn Physical Gold Shares ETF position peaked at $273K in Q4 2025.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.