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

Wealth Watch 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	$5.49M	Buy	123,129 +23,936	+24%	+$1.11M	2.3%	10
2025 Q4	$4.07M	Buy	99,193 +43,366	+78%	+$1.72M	1.51%	13
2025 Q3	$2.05M	Buy	55,827 +31,053	+125%	+$1.02M	0.85%	27
2025 Q2	$781K	Buy	+24,774	New	+$777K	0.45%	36

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

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

Wealth Watch Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 24% in Q1 2026, buying an estimated $1.11M and bringing the position to 123,129 shares worth $5.49M. The position accounts for 2.3% of the portfolio, ranked #10.

Wealth Watch Advisors first reported a position in SGOL in Q2 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Wealth Watch Advisors held 123,129 shares of abrdn Physical Gold Shares ETF worth $5.49M as of Q1 2026.
Wealth Watch Advisors bought 23,936 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $1.11M.
abrdn Physical Gold Shares ETF made up 2.3% of Wealth Watch Advisors's portfolio in Q1 2026, its #10 holding.
Wealth Watch Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 4 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.