Stillwater Private Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Stillwater Private Wealth’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	$6.32M	Buy	+141,751	New	+$6.58M	5.35%	3

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stillwater Private Wealth's SGOL Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q1 2026: 141,751 shares worth $6.32M. The stake represents 5.35% of the portfolio and ranks #3 among its holdings.

484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Stillwater Private Wealth held 141,751 shares of abrdn Physical Gold Shares ETF worth $6.32M as of Q1 2026.
abrdn Physical Gold Shares ETF was a new Stillwater Private Wealth position in Q1 2026.
abrdn Physical Gold Shares ETF made up 5.35% of Stillwater Private Wealth's portfolio in Q1 2026, its #3 holding.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.