Wagner Wealth Management (South Carolina)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wagner Wealth Management (South Carolina)’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
2025 Q3	–	Sell	-8,524	Closed	-$269K	–	268
2025 Q2	$269K	Hold	8,524	–	–	0.06%	107
2025 Q1	$254K	Hold	8,524	–	–	0.06%	98
2024 Q4	$214K	Hold	8,524	–	–	0.06%	105
2024 Q3	$214K	Buy	+8,524	New	+$202K	0.06%	102

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SGOL Position: Q3 2025 in Review

Wagner Wealth Management (South Carolina) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2025, closing a stake of 8,524 shares — an estimated $269K sold.

Wagner Wealth Management (South Carolina) first reported a position in SGOL in Q3 2024 and held it in 4 quarters. The position peaked at $269K in Q2 2025. 406 funds tracked by Wall St. Rank hold SGOL as of Q3 2025.

Wagner Wealth Management (South Carolina) reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2025 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 8,524 abrdn Physical Gold Shares ETF shares in Q3 2025, an estimated $269K.
Wagner Wealth Management (South Carolina) first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and held it in 4 quarters.
Wagner Wealth Management (South Carolina)'s abrdn Physical Gold Shares ETF position peaked at $269K in Q2 2025.
406 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2025, filed 21 Oct 2025.