Timonier Family Office’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Timonier Family Office’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	$426K	Buy	+11,153	New	+$479K	0.12%	40
2025 Q4	$496K	Hold	12,084	–	–	0.16%	37
2025 Q3	$445K	Buy	+12,084	New	+$399K	0.15%	38
2025 Q2	–	Sell	-7,940	Closed	-$237K	–	55
2025 Q1	$237K	Buy	+7,940	New	+$217K	0.1%	48

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Timonier Family Office's SGOL Position: Q2 2026 in Review

Timonier Family Office opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 11,153 shares worth $426K. The stake represents 0.12% of the portfolio and ranks #40 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in SGOL as recently as Q4 2025.

Timonier Family Office first reported a position in SGOL in Q1 2025 and has held it in 4 quarters since. The position peaked at $496K in Q4 2025. 236 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Timonier Family Office held 11,153 shares of abrdn Physical Gold Shares ETF worth $426K as of Q2 2026.
abrdn Physical Gold Shares ETF was a new Timonier Family Office position in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.12% of Timonier Family Office's portfolio in Q2 2026, its #40 holding.
Timonier Family Office first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and has held it in 4 quarters since.
Timonier Family Office's abrdn Physical Gold Shares ETF position peaked at $496K in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.