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

Upper Left 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	$1.21M	Buy	31,740 +19,833	+167%	+$852K	0.67%	35
2026 Q1	$531K	Sell	11,907 -3,158	-21%	-$147K	0.31%	52
2025 Q4	$619K	Sell	15,065 -454	-3%	-$18K	0.38%	45
2025 Q3	$571K	Sell	15,519 -1,381	-8%	-$45.6K	0.36%	48
2025 Q2	$533K	Sell	16,900 -3,209	-16%	-$101K	0.36%	50
2025 Q1	$600K	Sell	20,109 -1,999	-9%	-$54.7K	0.43%	44
2024 Q4	$554K	Buy	22,108 +2,625	+13%	+$66.7K	0.47%	43
2024 Q3	$466K	Buy	19,483 +4,458	+30%	+$105K	0.41%	46
2024 Q2	$334K	Sell	15,025 -1,105	-7%	-$24.7K	0.3%	50
2024 Q1	$343K	Sell	16,130 -879	-5%	-$17.4K	0.32%	46
2023 Q4	$336K	Sell	17,009 -1,179	-6%	-$22.3K	0.33%	54
2023 Q3	$322K	Buy	18,188 +4,425	+32%	+$81.6K	0.33%	50
2023 Q2	$253K	Sell	13,763 -40	-0.3%	-$757	0.28%	54
2023 Q1	$260K	Buy	13,803 +316	+2%	+$5.73K	0.3%	52
2022 Q4	$236K	Buy	+13,487	New	+$224K	0.28%	53

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

Upper Left Wealth Management's SGOL Position: Q2 2026 in Review

Upper Left Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 167% in Q2 2026, buying an estimated $852K and bringing the position to 31,740 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #35.

Upper Left Wealth Management first reported a position in SGOL in Q4 2022 and has held it in 15 quarters since. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Upper Left Wealth Management held 31,740 shares of abrdn Physical Gold Shares ETF worth $1.21M as of Q2 2026.
Upper Left Wealth Management bought 19,833 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $852K.
abrdn Physical Gold Shares ETF made up 0.67% of Upper Left Wealth Management's portfolio in Q2 2026, its #35 holding.
Upper Left Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 15 quarters since.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.