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Sunbelt Securities’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sunbelt Securities’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 		$208K Hold
4,660
– – 0.01% 632
2025
Q4 		$191K Hold
4,660
– – 0.01% 657
2025
Q3 		$172K Buy
4,660
+3,206
+220% +$106K 0.01% 693
2025
Q2 		$36.4K Hold
1,454
– – ﹤0.01% 1008
2025
Q1 		$43.4K Hold
1,454
– – ﹤0.01% 944
2024
Q4 		$36.2K Buy
1,454
+294
+25% +$7.47K ﹤0.01% 1009
2024
Q3 		$29.2K Hold
1,160
– – ﹤0.01% 1068
2024
Q2 		$25.8K Buy
+1,160
New +$25.9K ﹤0.01% 1062

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Sunbelt Securities's SGOL Position: Q1 2026 in Review

Sunbelt Securities held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 4,660 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #632.

Sunbelt Securities first reported a position in SGOL in Q2 2024 and has held it in 8 quarters since. 489 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Sunbelt Securities held 4,660 shares of abrdn Physical Gold Shares ETF worth $208K as of Q1 2026.
  • Sunbelt Securities left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #632 holding.
  • Sunbelt Securities first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 8 quarters since.
  • 489 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.