Syntegra Private Wealth Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Syntegra Private Wealth Group’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	$498K	Hold	13,018	–	–	0.04%	123
2026 Q1	$581K	Hold	13,018	–	–	0.06%	93
2025 Q4	$535K	Hold	13,018	–	–	0.05%	99
2025 Q3	$479K	Hold	13,018	–	–	0.05%	109
2025 Q2	$411K	Hold	13,018	–	–	0.04%	113
2025 Q1	$388K	Hold	13,018	–	–	0.05%	106
2024 Q4	$326K	Buy	+13,018	New	+$331K	0.04%	113

Other funds holding SGOL

AIP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Syntegra Private Wealth Group's SGOL Position: Q2 2026 in Review

Syntegra Private Wealth Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 13,018 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #123.

Syntegra Private Wealth Group first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $581K in Q1 2026. 212 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Syntegra Private Wealth Group held 13,018 shares of abrdn Physical Gold Shares ETF worth $498K as of Q2 2026.
Syntegra Private Wealth Group left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #123 holding.
Syntegra Private Wealth Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Syntegra Private Wealth Group's abrdn Physical Gold Shares ETF position peaked at $581K in Q1 2026.
212 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.