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 Q2	$1.6M	Buy	41,773 +294	+0.7%	+$12.6K	0.02%	672
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 $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $104B AUM 28.3% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Stratos Wealth Partners's SGOL Position: Q2 2026 in Review

Stratos Wealth Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.71% in Q2 2026, buying an estimated $12.6K and bringing the position to 41,773 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #672.

Stratos Wealth Partners first reported a position in SGOL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q1 2026. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Stratos Wealth Partners held 41,773 shares of abrdn Physical Gold Shares ETF worth $1.6M as of Q2 2026.
Stratos Wealth Partners bought 294 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $12.6K.
abrdn Physical Gold Shares ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #672 holding.
Stratos Wealth Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 12 quarters since.
Stratos Wealth Partners's abrdn Physical Gold Shares ETF position peaked at $1.85M in Q1 2026.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.