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Sowell Financial Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sowell Financial Services’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 		$2.79M Buy
72,897
+4,467
+7% +$192K 0.09% 240
2026
Q1 		$3.05M Buy
68,430
+1,624
+2% +$75.4K 0.11% 195
2025
Q4 		$2.74M Sell
66,806
-20,213
-23% -$800K 0.1% 208
2025
Q3 		$3.2M Buy
87,019
+15,990
+23% +$528K 0.12% 176
2025
Q2 		$2.24M Buy
71,029
+809
+1% +$25.4K 0.09% 230
2025
Q1 		$2.09M Sell
70,220
-903
-1% -$24.7K 0.1% 225
2024
Q4 		$1.78M Sell
71,123
-38,986
-35% -$991K 0.09% 234
2024
Q3 		$2.77M Buy
110,109
+13,047
+13% +$309K 0.13% 181
2024
Q2 		$2.16M Sell
97,062
-7,516
-7% -$168K 0.1% 203
2024
Q1 		$2.22M Buy
104,578
+21,216
+25% +$420K 0.1% 209
2023
Q4 		$1.65M Buy
+83,362
New +$1.58M 0.09% 247
2021
Q2 		– Sell
-16,694
Closed -$291K – 2335
2021
Q1 		$291K Sell
16,694
-17,353
-51% -$299K 0.01% 863
2020
Q4 		$622K Sell
34,047
-8,488
-20% -$153K 0.03% 453
2020
Q3 		$772K Sell
42,535
-40,057
-48% -$737K 0.04% 358
2020
Q2 		$1.42M Buy
82,592
+63,206
+326% +$1.04M 0.08% 216
2020
Q1 		$294K Sell
19,386
-2,371
-11% -$36.1K 0.02% 551
2019
Q4 		$318K Sell
21,757
-1,423
-6% -$20.3K 0.02% 578
2019
Q3 		$329K Buy
+23,180
New +$329K 0.03% 512

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 $104B AUM 28.3% 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

Sowell Financial Services's SGOL Position: Q2 2026 in Review

Sowell Financial Services increased its abrdn Physical Gold Shares ETF (SGOL) stake by 6.5% in Q2 2026, buying an estimated $192K and bringing the position to 72,897 shares worth $2.79M. The position accounts for 0.09% of the portfolio, ranked #240.

Sowell Financial Services first reported a position in SGOL in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.2M in Q3 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Sowell Financial Services held 72,897 shares of abrdn Physical Gold Shares ETF worth $2.79M as of Q2 2026.
  • Sowell Financial Services bought 4,467 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $192K.
  • abrdn Physical Gold Shares ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #240 holding.
  • Sowell Financial Services first reported a position in abrdn Physical Gold Shares ETF in Q3 2019 and has held it in 18 quarters since.
  • Sowell Financial Services's abrdn Physical Gold Shares ETF position peaked at $3.2M in Q3 2025.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.