Stonebridge Financial Group (Pennsylvania)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$15.4M	Buy	403,471 +12,741	+3%	+$548K	1.17%	23
2026 Q1	$17.4M	Sell	390,730 -39,059	-9%	-$1.81M	1.43%	17
2025 Q4	$17.7M	Buy	429,789 +9,054	+2%	+$358K	1.51%	16
2025 Q3	$15.5M	Buy	420,735 +29,614	+8%	+$977K	1.36%	19
2025 Q2	$12.3M	Sell	391,121 -41,859	-10%	-$1.31M	1.2%	23
2025 Q1	$12.9M	Sell	432,980 -11,262	-3%	-$308K	1.37%	19
2024 Q4	$11.1M	Buy	+444,242	New	+$11.3M	1.23%	24

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

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SGOL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its abrdn Physical Gold Shares ETF (SGOL) stake by 3.3% in Q2 2026, buying an estimated $548K and bringing the position to 403,471 shares worth $15.4M. The position accounts for 1.17% of the portfolio, ranked #23.

Stonebridge Financial Group (Pennsylvania) first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.7M in Q4 2025. 391 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 403,471 shares of abrdn Physical Gold Shares ETF worth $15.4M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 12,741 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $548K.
abrdn Physical Gold Shares ETF made up 1.17% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #23 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s abrdn Physical Gold Shares ETF position peaked at $17.7M in Q4 2025.
391 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.