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

WCG Wealth 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 Q1	$4.56M	Buy	102,278 +6,157	+6%	+$286K	0.13%	167
2025 Q4	$3.95M	Buy	96,121 +1,130	+1%	+$44.7K	0.11%	176
2025 Q3	$3.5M	Buy	94,991 +950	+1%	+$31.4K	0.22%	104
2025 Q2	$2.97M	Buy	94,041 +1,525	+2%	+$47.8K	0.19%	119
2025 Q1	$2.76M	Buy	92,516 +2,628	+3%	+$71.9K	0.21%	117
2024 Q4	$2.25M	Buy	89,888 +618	+0.7%	+$15.7K	0.15%	143
2024 Q3	$2.24M	Buy	89,270 +4,452	+5%	+$105K	0.15%	147
2024 Q2	$1.89M	Buy	+84,818	New	+$1.89M	0.14%	143
2024 Q1	–	Sell	-20,208	Closed	-$399K	–	302
2023 Q4	$399K	Buy	+20,208	New	+$382K	0.03%	264

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

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

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

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

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

WCG Wealth Advisors's SGOL Position: Q1 2026 in Review

WCG Wealth Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 6.4% in Q1 2026, buying an estimated $286K and bringing the position to 102,278 shares worth $4.56M. The position accounts for 0.13% of the portfolio, ranked #167.

WCG Wealth Advisors first reported a position in SGOL in Q4 2023 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

WCG Wealth Advisors held 102,278 shares of abrdn Physical Gold Shares ETF worth $4.56M as of Q1 2026.
WCG Wealth Advisors bought 6,157 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $286K.
abrdn Physical Gold Shares ETF made up 0.13% of WCG Wealth Advisors's portfolio in Q1 2026, its #167 holding.
WCG Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 9 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.