WealthPlan Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

WealthPlan Investment Management’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	$527K	Sell	13,779 -4	-0%	-$172	0.03%	307
2026 Q1	$615K	Hold	13,783	–	–	0.03%	277
2025 Q4	$566K	Sell	13,783 -3,151	-19%	-$125K	0.04%	244
2025 Q3	$623K	Buy	16,934 +3,151	+23%	+$104K	0.04%	210
2025 Q2	$435K	Buy	+13,783	New	+$432K	0.03%	250
2024 Q4	–	Sell	-23,776	Closed	-$597K	–	279
2024 Q3	$597K	Buy	23,776 +3,793	+19%	+$89.8K	0.06%	146
2024 Q2	$444K	Buy	19,983 +2,400	+14%	+$53.6K	0.07%	124
2024 Q1	$373K	Sell	17,583 -1,438	-8%	-$28.5K	0.06%	137
2023 Q4	$375K	Buy	+19,021	New	+$360K	0.06%	139

Other funds holding SGOL

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WealthPlan Investment Management's SGOL Position: Q2 2026 in Review

WealthPlan Investment Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.03% in Q2 2026, selling an estimated $172 and leaving 13,779 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #307.

WealthPlan Investment Management first reported a position in SGOL in Q4 2023 and has held it in 9 quarters since. The position peaked at $623K in Q3 2025. 176 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

WealthPlan Investment Management held 13,779 shares of abrdn Physical Gold Shares ETF worth $527K as of Q2 2026.
WealthPlan Investment Management sold 4 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $172.
abrdn Physical Gold Shares ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #307 holding.
WealthPlan Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 9 quarters since.
WealthPlan Investment Management's abrdn Physical Gold Shares ETF position peaked at $623K in Q3 2025.
176 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.