Thurston Springer Miller Herd & Titak’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Thurston Springer Miller Herd & Titak’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	$19.1K	Hold	500	–	–	0.01%	692
2026 Q1	$22.3K	Hold	500	–	–	0.01%	739
2025 Q4	$20.5K	Buy	+500	New	+$19.8K	0.01%	749
2025 Q3	–	Sell	-1,825	Closed	-$57.6K	–	1220
2025 Q2	$57.6K	Buy	1,825 +1,250	+217%	+$39.2K	0.01%	643
2025 Q1	$17.1K	Hold	575	–	–	﹤0.01%	939
2024 Q4	$14.4K	Hold	575	–	–	﹤0.01%	801
2024 Q3	$14.4K	Hold	575	–	–	﹤0.01%	916
2024 Q2	$12.8K	Buy	+575	New	+$12.8K	﹤0.01%	933

Other funds holding SGOL

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Clear Retirement Advice San Mateo, California $146M AUM

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return