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Wealthspire Advisors (New York)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-963
Closed -$35.4K – 2564
2025
Q3 		$35.4K Buy
+963
New +$31.8K ﹤0.01% 1374

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Wealthspire Advisors (New York)'s SGOL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 963 shares — an estimated $35.4K sold.

Wealthspire Advisors (New York) first reported a position in SGOL in Q3 2025 and held it in 1 quarter. The position peaked at $35.4K in Q3 2025. 467 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 963 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $35.4K.
  • Wealthspire Advisors (New York) first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s abrdn Physical Gold Shares ETF position peaked at $35.4K in Q3 2025.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.