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

Spire 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
2025
Q2 		– Sell
-79
Closed -$2.36K – 2540
2025
Q1 		$2.36K Hold
79
– – ﹤0.01% 2248
2024
Q4 		$1.98K Hold
79
– – ﹤0.01% 2259
2024
Q3 		$1.99K Buy
+79
New +$1.87K ﹤0.01% 2005
2022
Q1 		– Sell
-12,415
Closed -$218K – 2827
2021
Q4 		$218K Sell
12,415
-15
-0.1% -$259 ﹤0.01% 1057
2021
Q3 		$209K Hold
12,430
– – 0.01% 901
2021
Q2 		$211K Buy
12,430
+30
+0.2% +$523 0.01% 927
2021
Q1 		$203K Buy
+12,400
New +$214K 0.01% 1057

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Spire Wealth Management's SGOL Position: Q2 2025 in Review

Spire Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2025, closing a stake of 79 shares — an estimated $2.36K sold.

Spire Wealth Management first reported a position in SGOL in Q1 2021 and held it in 7 quarters. The position peaked at $218K in Q4 2021. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

  • Spire Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 79 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $2.36K.
  • Spire Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's abrdn Physical Gold Shares ETF position peaked at $218K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.