Stifel Financial
SGOL icon

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
Q2 		$6.34M Buy
165,848
+29,043
+21% +$1.25M 0.01% 1274
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 $4.41B 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

Stifel Financial's SGOL Position: Q2 2026 in Review

Stifel Financial increased its abrdn Physical Gold Shares ETF (SGOL) stake by 21% in Q2 2026, buying an estimated $1.25M and bringing the position to 165,848 shares worth $6.34M. The position accounts for 0.01% of the portfolio, ranked #1274.

Stifel Financial first reported a position in SGOL in Q4 2019 and has held it in 27 quarters since. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Stifel Financial held 165,848 shares of abrdn Physical Gold Shares ETF worth $6.34M as of Q2 2026.
  • Stifel Financial bought 29,043 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $1.25M.
  • abrdn Physical Gold Shares ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1274 holding.
  • Stifel Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 27 quarters since.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.