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

Stifel Financial’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
Q1 		$6.1M Sell
136,805
-10,983
-7% -$510K 0.01% 1232
2025
Q4 		$6.07M Buy
147,788
+13,862
+10% +$549K 0.01% 1221
2025
Q3 		$4.93M Buy
133,926
+29,181
+28% +$963K ﹤0.01% 1319
2025
Q2 		$3.3M Buy
104,745
+22,781
+28% +$714K ﹤0.01% 1493
2025
Q1 		$2.44M Sell
81,964
-12,493
-13% -$342K ﹤0.01% 1622
2024
Q4 		$2.37M Sell
94,457
-1,273
-1% -$32.3K ﹤0.01% 1648
2024
Q3 		$2.41M Sell
95,730
-1,298
-1% -$30.7K ﹤0.01% 1660
2024
Q2 		$2.16M Sell
97,028
-3,789
-4% -$84.6K ﹤0.01% 1673
2024
Q1 		$2.14M Sell
100,817
-803
-0.8% -$15.9K ﹤0.01% 1674
2023
Q4 		$2.01M Sell
101,620
-3,108
-3% -$58.8K ﹤0.01% 1662
2023
Q3 		$1.85M Sell
104,728
-3,515
-3% -$64.8K ﹤0.01% 1642
2023
Q2 		$1.99M Sell
108,243
-2,909
-3% -$55.1K ﹤0.01% 1631
2023
Q1 		$2.1M Buy
111,152
+16,250
+17% +$294K ﹤0.01% 1537
2022
Q4 		$1.66M Sell
94,902
-18,533
-16% -$307K ﹤0.01% 1661
2022
Q3 		$1.81M Sell
113,435
-703
-0.6% -$11.6K ﹤0.01% 1552
2022
Q2 		$1.98M Buy
114,138
+28,812
+34% +$517K ﹤0.01% 1504
2022
Q1 		$1.58M Sell
85,326
-12,664
-13% -$228K ﹤0.01% 1794
2021
Q4 		$1.72M Buy
97,990
+9,526
+11% +$164K ﹤0.01% 1738
2021
Q3 		$1.49M Buy
88,464
+965
+1% +$16.6K ﹤0.01% 1782
2021
Q2 		$1.49M Buy
87,499
+18,485
+27% +$322K ﹤0.01% 1809
2021
Q1 		$1.13M Buy
69,014
+36,561
+113% +$630K ﹤0.01% 1911
2020
Q4 		$593K Buy
32,453
+1,272
+4% +$22.9K ﹤0.01% 2215
2020
Q3 		$566K Buy
31,181
+888
+3% +$16.3K ﹤0.01% 2004
2020
Q2 		$519K Buy
30,293
+6,342
+26% +$105K ﹤0.01% 2018
2020
Q1 		$364K Buy
23,951
+13,414
+127% +$204K ﹤0.01% 2064
2019
Q4 		$153K Buy
+10,537
New +$151K ﹤0.01% 2829

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Stifel Financial's SGOL Position: Q1 2026 in Review

Stifel Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 7.4% in Q1 2026, selling an estimated $510K and leaving 136,805 shares worth $6.1M. The position accounts for 0.01% of the portfolio, ranked #1232.

Stifel Financial first reported a position in SGOL in Q4 2019 and has held it in 26 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Stifel Financial held 136,805 shares of abrdn Physical Gold Shares ETF worth $6.1M as of Q1 2026.
  • Stifel Financial sold 10,983 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $510K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1232 holding.
  • Stifel Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 26 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.