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

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIP

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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. 466 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.
466 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.