Steward Partners Investment Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Steward Partners Investment Advisory’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	$493K	Sell	12,905 -598	-4%	-$25.7K	﹤0.01%	1699
2026 Q1	$603K	Sell	13,503 -350	-3%	-$16.3K	﹤0.01%	1420
2025 Q4	$569K	Sell	13,853 -710	-5%	-$28.1K	﹤0.01%	1347
2025 Q3	$536K	Buy	14,563 +1,310	+10%	+$43.2K	﹤0.01%	1333
2025 Q2	$418K	Hold	13,253	–	–	﹤0.01%	1390
2025 Q1	$395K	Buy	13,253 +8,137	+159%	+$223K	﹤0.01%	1319
2024 Q4	$128K	Hold	5,116	–	–	﹤0.01%	1856
2024 Q3	$129K	Buy	5,116 +2,050	+67%	+$48.5K	﹤0.01%	1755
2024 Q2	$68.1K	Hold	3,066	–	–	﹤0.01%	1949
2024 Q1	$65.1K	Hold	3,066	–	–	﹤0.01%	1974
2023 Q4	$60.5K	Hold	3,066	–	–	﹤0.01%	1900
2023 Q3	$54.2K	Hold	3,066	–	–	﹤0.01%	1873
2023 Q2	$56.3K	Sell	3,066 -73,800	-96%	-$1.4M	﹤0.01%	1828
2023 Q1	$1.45M	Buy	76,866 +75,104	+4,262%	+$1.36M	0.02%	559
2022 Q4	$30.8K	Buy	1,762 +696	+65%	+$11.5K	﹤0.01%	2036
2022 Q3	$17K	Sell	1,066 -100	-9%	-$1.65K	﹤0.01%	2300
2022 Q2	$20K	Buy	1,166 +750	+180%	+$13.5K	﹤0.01%	2231
2022 Q1	$8K	Hold	416	–	–	﹤0.01%	2746
2021 Q4	$7K	Sell	416 -86	-17%	-$1.48K	﹤0.01%	2738
2021 Q3	$8K	Hold	502	–	–	﹤0.01%	2688
2021 Q2	$9K	Sell	502 -20	-4%	-$349	﹤0.01%	6263
2021 Q1	$8.56K	Hold	522	–	–	﹤0.01%	2837
2020 Q4	$10K	Hold	522	–	–	﹤0.01%	2322
2020 Q3	$9K	Buy	522 +416	+392%	+$7.66K	﹤0.01%	2190
2020 Q2	$2K	Hold	106	–	–	﹤0.01%	2491
2020 Q1	$1K	Buy	106 +86	+430%	+$1.31K	﹤0.01%	2418
2019 Q4	$0	Hold	20	–	–	﹤0.01%	2729
2019 Q3	$0	Buy	+20	New	+$284	﹤0.01%	2753

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Steward Partners Investment Advisory's SGOL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4.4% in Q2 2026, selling an estimated $25.7K and leaving 12,905 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Steward Partners Investment Advisory first reported a position in SGOL in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.45M in Q1 2023. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Steward Partners Investment Advisory held 12,905 shares of abrdn Physical Gold Shares ETF worth $493K as of Q2 2026.
Steward Partners Investment Advisory sold 598 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $25.7K.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1699 holding.
Steward Partners Investment Advisory first reported a position in abrdn Physical Gold Shares ETF in Q3 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's abrdn Physical Gold Shares ETF position peaked at $1.45M in Q1 2023.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.