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Stephens Inc’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Stephens Inc’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 		$2.4M Buy
62,890
+16,350
+35% +$703K 0.03% 454
2026
Q1 		$2.08M Buy
46,540
+39,440
+555% +$1.83M 0.03% 465
2025
Q4 		$292K Buy
+7,100
New +$281K ﹤0.01% 1049

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

Stephens Inc's SGOL Position: Q2 2026 in Review

Stephens Inc increased its abrdn Physical Gold Shares ETF (SGOL) stake by 35% in Q2 2026, buying an estimated $703K and bringing the position to 62,890 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #454.

Stephens Inc first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Stephens Inc held 62,890 shares of abrdn Physical Gold Shares ETF worth $2.4M as of Q2 2026.
  • Stephens Inc bought 16,350 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $703K.
  • abrdn Physical Gold Shares ETF made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #454 holding.
  • Stephens Inc first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.