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

Tolleson 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
Q2 		$1.05M Buy
27,575
+4,500
+20% +$193K 0.14% 42
2026
Q1 		$1.03M Buy
23,075
+13,200
+134% +$613K 0.15% 44
2025
Q4 		$406K Buy
+9,875
New +$391K 0.06% 69

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Tolleson Wealth Management's SGOL Position: Q2 2026 in Review

Tolleson Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 20% in Q2 2026, buying an estimated $193K and bringing the position to 27,575 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #42.

Tolleson Wealth Management first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Tolleson Wealth Management held 27,575 shares of abrdn Physical Gold Shares ETF worth $1.05M as of Q2 2026.
  • Tolleson Wealth Management bought 4,500 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $193K.
  • abrdn Physical Gold Shares ETF made up 0.14% of Tolleson Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Tolleson Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.