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 Q2	$3.92M	Buy	102,536 +258	+0.3%	+$11.1K	0.09%	201
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 $4.41B 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 $104B AUM 28.3% 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

WCG Wealth Advisors's SGOL Position: Q2 2026 in Review

WCG Wealth Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.25% in Q2 2026, buying an estimated $11.1K and bringing the position to 102,536 shares worth $3.92M. The position accounts for 0.09% of the portfolio, ranked #201.

WCG Wealth Advisors first reported a position in SGOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.56M in Q1 2026. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

WCG Wealth Advisors held 102,536 shares of abrdn Physical Gold Shares ETF worth $3.92M as of Q2 2026.
WCG Wealth Advisors bought 258 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $11.1K.
abrdn Physical Gold Shares ETF made up 0.09% of WCG Wealth Advisors's portfolio in Q2 2026, its #201 holding.
WCG Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 10 quarters since.
WCG Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $4.56M in Q1 2026.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

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