Wealth Enhancement Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wealth Enhancement Advisory Services’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	$3.59M	Buy	91,733 +1,242	+1%	+$53.4K	0.01%	1211
2026 Q1	$4.03M	Sell	90,491 -32,786	-27%	-$1.52M	0.01%	1003
2025 Q4	$5.28M	Sell	123,277 -1,462	-1%	-$57.9K	0.01%	985
2025 Q3	$4.73M	Sell	124,739 -10,198	-8%	-$337K	0.01%	980
2025 Q2	$4.29M	Sell	134,937 -609	-0.4%	-$19.1K	0.01%	965
2025 Q1	$4.04M	Sell	135,546 -6,652	-5%	-$182K	0.01%	913
2024 Q4	$3.56M	Sell	142,198 -281	-0.2%	-$7.14K	0.01%	925
2024 Q3	$3.58M	Sell	142,479 -19,612	-12%	-$464K	0.01%	833
2024 Q2	$3.6M	Buy	162,091 +44,260	+38%	+$989K	0.01%	786
2024 Q1	$2.5M	Sell	117,831 -2,269	-2%	-$44.9K	0.01%	870
2023 Q4	$2.37M	Buy	120,100 +79,883	+199%	+$1.51M	0.01%	850
2023 Q3	$711K	Buy	+40,217	New	+$741K	﹤0.01%	1244
2023 Q2	–	Sell	-10,779	Closed	-$203K	–	564
2023 Q1	$203K	Buy	+10,779	New	+$195K	﹤0.01%	502
2022 Q1	–	Sell	-10,213	Closed	-$176K	–	325
2021 Q4	$176K	Buy	+10,213	New	+$176K	﹤0.01%	292

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

Wealth Enhancement Advisory Services's SGOL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.4% in Q2 2026, buying an estimated $53.4K and bringing the position to 91,733 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1211.

Wealth Enhancement Advisory Services first reported a position in SGOL in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.28M in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Wealth Enhancement Advisory Services held 91,733 shares of abrdn Physical Gold Shares ETF worth $3.59M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,242 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $53.4K.
abrdn Physical Gold Shares ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1211 holding.
Wealth Enhancement Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's abrdn Physical Gold Shares ETF position peaked at $5.28M in Q4 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.