Waverly Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Waverly Advisors’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	$36.9M	Buy	966,282 +12,554	+1%	+$539K	0.21%	97
2026 Q1	$42.6M	Buy	953,728 +926,753	+3,436%	+$43M	0.32%	71
2025 Q4	$1.11M	Buy	26,975 +19,812	+277%	+$784K	0.01%	729
2025 Q3	$264K	Hold	7,163	–	–	﹤0.01%	1092
2025 Q2	$226K	Buy	+7,163	New	+$225K	﹤0.01%	1081

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Waverly Advisors's SGOL Position: Q2 2026 in Review

Waverly Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.3% in Q2 2026, buying an estimated $539K and bringing the position to 966,282 shares worth $36.9M. The position accounts for 0.21% of the portfolio, ranked #97.

Waverly Advisors first reported a position in SGOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.6M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Waverly Advisors held 966,282 shares of abrdn Physical Gold Shares ETF worth $36.9M as of Q2 2026.
Waverly Advisors bought 12,554 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $539K.
abrdn Physical Gold Shares ETF made up 0.21% of Waverly Advisors's portfolio in Q2 2026, its #97 holding.
Waverly Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 5 quarters since.
Waverly Advisors's abrdn Physical Gold Shares ETF position peaked at $42.6M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.