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Summit Wealth Group (Colorado)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-19,111
Closed -$2.37M – 440
2025
Q3 		$2.37M Buy
+19,111
New +$631K 0.37% 46

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SGOL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 19,111 shares — an estimated $2.37M sold.

Summit Wealth Group (Colorado) first reported a position in SGOL in Q3 2025 and held it in 1 quarter. The position peaked at $2.37M in Q3 2025. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 19,111 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $2.37M.
  • Summit Wealth Group (Colorado) first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s abrdn Physical Gold Shares ETF position peaked at $2.37M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.