Wealth Alliance Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wealth Alliance Advisory Group’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 Q3	$2.45M	Hold	62,017	–	–	0.34%	52
2026 Q2	$2.37M	Hold	62,017	–	–	0.34%	56
2026 Q1	$2.77M	Hold	62,017	–	–	0.44%	46
2025 Q4	$2.55M	Hold	62,017	–	–	0.44%	46
2025 Q3	$2.28M	Hold	62,017	–	–	0.41%	46
2025 Q2	$1.96M	Hold	62,017	–	–	0.37%	53
2025 Q1	$1.85M	Hold	62,017	–	–	0.38%	53
2024 Q4	$1.55M	Buy	62,017 +3	+0%	+$76	0.33%	55
2024 Q3	$1.56M	Hold	62,014	–	–	0.33%	55
2024 Q2	$1.38M	Hold	62,014	–	–	0.31%	53
2024 Q1	$1.32M	Hold	62,014	–	–	0.31%	54
2023 Q4	$1.22M	Buy	62,014 +514	+0.8%	+$9.72K	0.32%	51
2023 Q3	$1.09M	Hold	61,500	–	–	0.32%	52
2023 Q2	$1.13M	Hold	61,500	–	–	0.4%	46
2023 Q1	$1.16M	Hold	61,500	–	–	0.43%	40
2022 Q4	$1.07M	Hold	61,500	–	–	0.41%	42
2022 Q3	$979K	Hold	61,500	–	–	0.43%	40
2022 Q2	$1.07M	Hold	61,500	–	–	0.5%	37
2022 Q1	$1.14M	Hold	61,500	–	–	0.5%	36
2021 Q4	$1.08M	Hold	61,500	–	–	0.47%	37
2021 Q3	$1.04M	Hold	61,500	–	–	0.5%	38
2021 Q2	$1.04M	Hold	61,500	–	–	0.51%	40
2021 Q1	$1.01M	Hold	61,500	–	–	0.52%	40
2020 Q4	$1.12M	Hold	61,500	–	–	0.61%	33
2020 Q3	$1.12M	Hold	61,500	–	–	0.66%	30
2020 Q2	$1.05M	Hold	61,500	–	–	0.65%	31
2020 Q1	$932K	Hold	61,500	–	–	0.72%	31
2019 Q4	$899K	Hold	61,500	–	–	0.51%	36
2019 Q3	$880K	Hold	61,500	–	–	0.55%	33
2019 Q2	$839K	Hold	61,500	–	–	0.52%	38
2019 Q1	$761K	Hold	61,500	–	–	0.49%	38
2018 Q4	$761K	Hold	61,500	–	–	0.57%	36
2018 Q3	$708K	Hold	61,500	–	–	0.36%	54
2018 Q2	$744K	Hold	61,500	–	–	0.41%	48
2018 Q1	$789K	Buy	+61,500	New	+$791K	0.46%	43

Other funds holding SGOL

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Alliance Advisory Group's SGOL Position: Q3 2026 in Review

Wealth Alliance Advisory Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q3 2026 at 62,017 shares worth $2.45M. The position accounts for 0.34% of the portfolio, ranked #52.

Wealth Alliance Advisory Group first reported a position in SGOL in Q1 2018 and has held it in 35 quarters since. The position peaked at $2.77M in Q1 2026. 63 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Wealth Alliance Advisory Group held 62,017 shares of abrdn Physical Gold Shares ETF worth $2.45M as of Q3 2026.
Wealth Alliance Advisory Group left its abrdn Physical Gold Shares ETF share count unchanged in Q3 2026.
abrdn Physical Gold Shares ETF made up 0.34% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #52 holding.
Wealth Alliance Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2018 and has held it in 35 quarters since.
Wealth Alliance Advisory Group's abrdn Physical Gold Shares ETF position peaked at $2.77M in Q1 2026.
63 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.