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Sovereign Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sovereign Financial Group’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 		$451K Sell
11,807
-1,238
-9% -$53.2K 0.07% 237
2026
Q1 		$582K Sell
13,045
-640
-5% -$29.7K 0.1% 183
2025
Q4 		$562K Sell
13,685
-782
-5% -$30.9K 0.1% 179
2025
Q3 		$533K Buy
14,467
+129
+0.9% +$4.26K 0.1% 176
2025
Q2 		$452K Buy
14,338
+202
+1% +$6.33K 0.09% 185
2025
Q1 		$422K Buy
14,136
+630
+5% +$17.2K 0.1% 180
2024
Q4 		$338K Buy
13,506
+57
+0.4% +$1.45K 0.08% 218
2024
Q3 		$338K Buy
13,449
+1,598
+13% +$37.8K 0.08% 210
2024
Q2 		$263K Sell
11,851
-168
-1% -$3.75K 0.07% 230
2024
Q1 		$255K Buy
12,019
+25
+0.2% +$495 0.07% 236
2023
Q4 		$237K Buy
11,994
+53
+0.4% +$1K 0.07% 217
2023
Q3 		$211K Sell
11,941
-12,169
-50% -$224K 0.08% 215
2023
Q2 		$443K Sell
24,110
-118
-0.5% -$2.23K 0.14% 149
2023
Q1 		$457K Hold
24,228
– – 0.17% 137
2022
Q4 		$423K Hold
24,228
– – 0.17% 137
2022
Q3 		$386K Hold
24,228
– – 0.16% 131
2022
Q2 		$420K Buy
24,228
+56
+0.2% +$1.01K 0.17% 125
2022
Q1 		$449K Buy
24,172
+12,113
+100% +$218K 0.17% 130
2021
Q4 		$212K Hold
12,059
– – 0.09% 196
2021
Q3 		$203K Sell
12,059
-331
-3% -$5.69K 0.12% 163
2021
Q2 		$203K Hold
12,390
– – 0.12% 161
2021
Q1 		$203K Buy
12,390
+810
+7% +$14K 0.13% 161
2020
Q4 		$212K Buy
+11,580
New +$209K 0.15% 125

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sovereign Financial Group's SGOL Position: Q2 2026 in Review

Sovereign Financial Group reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 9.5% in Q2 2026, selling an estimated $53.2K and leaving 11,807 shares worth $451K. The position accounts for 0.07% of the portfolio, ranked #237.

Sovereign Financial Group first reported a position in SGOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $582K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Sovereign Financial Group held 11,807 shares of abrdn Physical Gold Shares ETF worth $451K as of Q2 2026.
  • Sovereign Financial Group sold 1,238 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $53.2K.
  • abrdn Physical Gold Shares ETF made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #237 holding.
  • Sovereign Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's abrdn Physical Gold Shares ETF position peaked at $582K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.