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

Stapp 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
2026
Q2 		$951K Sell
24,869
-185
-0.7% -$7.95K 1.24% 22
2026
Q1 		$1.12M Sell
25,054
-4,722
-16% -$219K 1.43% 19
2025
Q4 		$1.22M Sell
29,776
-11,018
-27% -$436K 1.58% 18
2025
Q3 		$1.5M Sell
40,794
-2,334
-5% -$77K 2.02% 15
2025
Q2 		$1.36M Sell
43,128
-177,215
-80% -$5.55M 1.96% 16
2025
Q1 		$6.57M Sell
220,343
-10,021
-4% -$274K 10.12% 3
2024
Q4 		$5.77M Sell
230,364
-48
-0% -$1.22K 9% 3
2024
Q3 		$5.79M Sell
230,412
-2,696
-1% -$63.8K 9.35% 3
2024
Q2 		$5.18M Buy
233,108
+2,489
+1% +$55.6K 8.98% 3
2024
Q1 		$4.9M Buy
230,619
+1,585
+0.7% +$31.4K 8.55% 4
2023
Q4 		$4.52M Sell
229,034
-1,555
-0.7% -$29.4K 7.59% 4
2023
Q3 		$4.08M Sell
230,589
-1,963
-0.8% -$36.2K 7.85% 4
2023
Q2 		$4.27M Buy
232,552
+5,942
+3% +$113K 8.46% 4
2023
Q1 		$4.28M Buy
226,610
+75,413
+50% +$1.37M 5.87% 5
2022
Q4 		$2.64M Sell
151,197
-3,451
-2% -$57.2K 6.33% 5
2022
Q3 		$2.46M Buy
+154,648
New +$2.56M 7.18% 6

Other funds holding SGOL

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Stapp Wealth Management's SGOL Position: Q2 2026 in Review

Stapp Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.74% in Q2 2026, selling an estimated $7.95K and leaving 24,869 shares worth $951K. The position accounts for 1.24% of the portfolio, ranked #22.

Stapp Wealth Management first reported a position in SGOL in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.57M in Q1 2025. 212 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Stapp Wealth Management held 24,869 shares of abrdn Physical Gold Shares ETF worth $951K as of Q2 2026.
  • Stapp Wealth Management sold 185 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $7.95K.
  • abrdn Physical Gold Shares ETF made up 1.24% of Stapp Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Stapp Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2022 and has held it in 16 quarters since.
  • Stapp Wealth Management's abrdn Physical Gold Shares ETF position peaked at $6.57M in Q1 2025.
  • 212 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.