TCFG Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

TCFG Wealth Management’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	$308K	Sell	6,899 -1,902	-22%	-$88.3K	0.12%	187
2025 Q4	$362K	Sell	8,801 -867	-9%	-$34.3K	0.14%	173
2025 Q3	$356K	Hold	9,668	–	–	0.14%	181
2025 Q2	$305K	Hold	9,668	–	–	0.14%	190
2025 Q1	$288K	Hold	9,668	–	–	0.14%	175
2024 Q4	$242K	Hold	9,668	–	–	0.12%	188
2024 Q3	$243K	Buy	+9,668	New	+$229K	0.12%	185

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

TCFG Wealth Management's SGOL Position: Q1 2026 in Review

TCFG Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 22% in Q1 2026, selling an estimated $88.3K and leaving 6,899 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #187.

TCFG Wealth Management first reported a position in SGOL in Q3 2024 and has held it in 7 quarters since. The position peaked at $362K in Q4 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

TCFG Wealth Management held 6,899 shares of abrdn Physical Gold Shares ETF worth $308K as of Q1 2026.
TCFG Wealth Management sold 1,902 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $88.3K.
abrdn Physical Gold Shares ETF made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #187 holding.
TCFG Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's abrdn Physical Gold Shares ETF position peaked at $362K in Q4 2025.
488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.