Towneley Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Towneley Capital 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	$19M	Buy	498,155 +342	+0.1%	+$14.7K	3.74%	8
2026 Q1	$22.2M	Sell	497,813 -86,989	-15%	-$4.04M	4.65%	7
2025 Q4	$24M	Sell	584,802 -22,509	-4%	-$891K	5.07%	7
2025 Q3	$22.4M	Sell	607,311 -22,835	-4%	-$754K	4.86%	7
2025 Q2	$19.9M	Sell	630,146 -108,642	-15%	-$3.41M	4.56%	7
2025 Q1	$22M	Buy	738,788 +19,136	+3%	+$524K	5.15%	6
2024 Q4	$18M	Sell	719,652 -21,361	-3%	-$543K	4.28%	9
2024 Q3	$18.6M	Sell	741,013 -40,359	-5%	-$955K	4.22%	9
2024 Q2	$17.4M	Sell	781,372 -18,536	-2%	-$414K	4.07%	9
2024 Q1	$17M	Sell	799,908 -5,340	-0.7%	-$106K	4.18%	8
2023 Q4	$15.9M	Buy	+805,248	New	+$15.2M	4.07%	9

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

Towneley Capital Management's SGOL Position: Q2 2026 in Review

Towneley Capital Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.07% in Q2 2026, buying an estimated $14.7K and bringing the position to 498,155 shares worth $19M. The position accounts for 3.74% of the portfolio, ranked #8.

Towneley Capital Management first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $24M in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Towneley Capital Management held 498,155 shares of abrdn Physical Gold Shares ETF worth $19M as of Q2 2026.
Towneley Capital Management bought 342 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $14.7K.
abrdn Physical Gold Shares ETF made up 3.74% of Towneley Capital Management's portfolio in Q2 2026, its #8 holding.
Towneley Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
Towneley Capital Management's abrdn Physical Gold Shares ETF position peaked at $24M in Q4 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.