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

Tradition 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	$809K	Sell	21,153 -691	-3%	-$29.7K	0.05%	238
2026 Q1	$975K	Sell	21,844 -403	-2%	-$18.7K	0.07%	199
2025 Q4	$914K	Sell	22,247 -1,568	-7%	-$62K	0.07%	199
2025 Q3	$877K	Sell	23,815 -142	-0.6%	-$4.69K	0.06%	204
2025 Q2	$756K	Sell	23,957 -1,451	-6%	-$45.5K	0.06%	213
2025 Q1	$758K	Sell	25,408 -1,508	-6%	-$41.3K	0.07%	198
2024 Q4	$674K	Sell	26,916 -1,356	-5%	-$34.5K	0.06%	205
2024 Q3	$710K	Sell	28,272 -166	-0.6%	-$3.93K	0.06%	196
2024 Q2	$632K	Buy	28,438 +2,078	+8%	+$46.4K	0.06%	194
2024 Q1	$560K	Sell	26,360 -4,499	-15%	-$89.1K	0.06%	209
2023 Q4	$609K	Sell	30,859 -138,773	-82%	-$2.62M	0.06%	158
2023 Q3	$3M	Buy	169,632 +6,045	+4%	+$111K	0.36%	63
2023 Q2	$3M	Buy	163,587 +1,369	+0.8%	+$25.9K	0.35%	66
2023 Q1	$3.06M	Buy	162,218 +4,682	+3%	+$84.9K	0.38%	59
2022 Q4	$2.75M	Buy	157,536 +2,284	+1%	+$37.9K	0.39%	58
2022 Q3	$2.47M	Buy	155,252 +12,125	+8%	+$201K	0.37%	63
2022 Q2	$2.48M	Sell	143,127 -885	-0.6%	-$15.9K	0.36%	67
2022 Q1	$2.68M	Buy	144,012 +6,554	+5%	+$118K	0.34%	71
2021 Q4	$2.41M	Buy	137,458 +10,039	+8%	+$173K	0.3%	77
2021 Q3	$2.15M	Buy	127,419 +11,957	+10%	+$205K	0.31%	80
2021 Q2	$1.96M	Buy	115,462 +10,031	+10%	+$175K	0.29%	87
2021 Q1	$1.73M	Buy	105,431 +53,461	+103%	+$921K	0.3%	81
2020 Q4	$950K	Buy	+51,970	New	+$938K	0.18%	104

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 $103B AUM 28.65% 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

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

Tradition Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 3.2% in Q2 2026, selling an estimated $29.7K and leaving 21,153 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #238.

Tradition Wealth Management first reported a position in SGOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.06M in Q1 2023. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Tradition Wealth Management held 21,153 shares of abrdn Physical Gold Shares ETF worth $809K as of Q2 2026.
Tradition Wealth Management sold 691 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $29.7K.
abrdn Physical Gold Shares ETF made up 0.05% of Tradition Wealth Management's portfolio in Q2 2026, its #238 holding.
Tradition Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's abrdn Physical Gold Shares ETF position peaked at $3.06M in Q1 2023.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.