Stratos Wealth Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Stratos Wealth Partners’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	$1.85M	Sell	41,479 -481	-1%	-$22.3K	0.02%	581
2025 Q4	$1.72M	Sell	41,960 -3,007	-7%	-$119K	0.02%	582
2025 Q3	$1.66M	Buy	44,967 +9,640	+27%	+$318K	0.02%	586
2025 Q2	$1.11M	Buy	35,327 +100	+0.3%	+$3.13K	0.02%	659
2025 Q1	$1.05M	Buy	35,227 +203	+0.6%	+$5.55K	0.02%	640
2024 Q4	$877K	Sell	35,024 -1,375	-4%	-$34.9K	0.01%	741
2024 Q3	$915K	Buy	36,399 +2,467	+7%	+$58.4K	0.01%	721
2024 Q2	$754K	Sell	33,932 -794	-2%	-$17.7K	0.01%	753
2024 Q1	$738K	Buy	34,726 +2,915	+9%	+$57.7K	0.01%	758
2023 Q4	$628K	Buy	31,811 +1,405	+5%	+$26.6K	0.01%	787
2023 Q3	$538K	Buy	+30,406	New	+$561K	0.01%	799

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 $785M AUM 34.37% 1-Year Est. Return

Stratos Wealth Partners's SGOL Position: Q1 2026 in Review

Stratos Wealth Partners reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.1% in Q1 2026, selling an estimated $22.3K and leaving 41,479 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #581.

Stratos Wealth Partners first reported a position in SGOL in Q3 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Stratos Wealth Partners held 41,479 shares of abrdn Physical Gold Shares ETF worth $1.85M as of Q1 2026.
Stratos Wealth Partners sold 481 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $22.3K.
abrdn Physical Gold Shares ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #581 holding.
Stratos Wealth Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 11 quarters since.
486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.