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Terra Nova Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Terra Nova Asset 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 		$5.84M Sell
130,834
-2,973
-2% -$138K 4.32% 2
2025
Q4 		$5.5M Sell
133,807
-5,799
-4% -$229K 3.62% 3
2025
Q3 		$5.14M Buy
139,606
+3,733
+3% +$123K 3.24% 3
2025
Q2 		$4.29M Buy
135,873
+259
+0.2% +$8.12K 3% 4
2025
Q1 		$4.04M Buy
135,614
+80,602
+147% +$2.21M 3.18% 3
2024
Q4 		$1.38M Buy
55,012
+801
+1% +$20.4K 1.05% 38
2024
Q3 		$1.36M Buy
54,211
+1,673
+3% +$39.6K 1.01% 40
2024
Q2 		$1.17M Hold
52,538
– – 0.92% 42
2024
Q1 		$1.12M Hold
52,538
– – 0.89% 43
2023
Q4 		$1.04M Sell
52,538
-27
-0.1% -$510 0.91% 45
2023
Q3 		$966K Hold
52,565
– – 0.88% 48
2023
Q2 		$966K Hold
52,565
– – 0.88% 48
2023
Q1 		$992K Buy
52,565
+471
+0.9% +$8.54K 0.97% 49
2022
Q4 		$910K Buy
52,094
+351
+0.7% +$5.82K 0.95% 46
2022
Q3 		$824K Buy
51,743
+4,200
+9% +$69.5K 0.9% 46
2022
Q2 		$824K Buy
+47,543
New +$854K 0.92% 44
2022
Q1 		– Sell
-39,083
Closed -$686K – 96
2021
Q4 		$686K Sell
39,083
-56
-0.1% -$965 0.51% 52
2021
Q3 		$659K Buy
39,139
+2,955
+8% +$50.8K 0.53% 53
2021
Q2 		$615K Sell
36,184
-1,780
-5% -$31K 0.53% 50
2021
Q1 		$623K Sell
37,964
-1,343
-3% -$23.1K 0.55% 51
2020
Q4 		$719K Buy
+39,307
New +$709K 0.72% 41

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Terra Nova Asset Management's SGOL Position: Q1 2026 in Review

Terra Nova Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 2.2% in Q1 2026, selling an estimated $138K and leaving 130,834 shares worth $5.84M. The position accounts for 4.32% of the portfolio, ranked #2.

Terra Nova Asset Management first reported a position in SGOL in Q4 2020 and has held it in 21 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Terra Nova Asset Management held 130,834 shares of abrdn Physical Gold Shares ETF worth $5.84M as of Q1 2026.
  • Terra Nova Asset Management sold 2,973 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $138K.
  • abrdn Physical Gold Shares ETF made up 4.32% of Terra Nova Asset Management's portfolio in Q1 2026, its #2 holding.
  • Terra Nova Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 21 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.