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

Urban 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 		$242K Hold
6,337
– – 0.21% 95
2026
Q1 		$283K Hold
6,337
– – 0.29% 68
2025
Q4 		$260K Buy
+6,337
New +$251K 0.24% 79
2022
Q2 		$145K Buy
+8,365
New +$150K 0.49% 44

Other funds holding SGOL

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Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

Urban Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 6,337 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #95.

Urban Wealth Management first reported a position in SGOL in Q2 2022 and has held it in 4 quarters since. The position peaked at $283K in Q1 2026. 212 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Urban Wealth Management held 6,337 shares of abrdn Physical Gold Shares ETF worth $242K as of Q2 2026.
  • Urban Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Gold Shares ETF made up 0.21% of Urban Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Urban Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2022 and has held it in 4 quarters since.
  • Urban Wealth Management's abrdn Physical Gold Shares ETF position peaked at $283K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.