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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
2026
Q2 		$639K Buy
+16,711
New +$718K ﹤0.01% 709
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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s SGOL Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 16,711 shares worth $639K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SGOL as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SGOL in Q3 2025 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,711 shares of abrdn Physical Gold Shares ETF worth $639K as of Q2 2026.
  • abrdn Physical Gold Shares ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #709 holding.
  • Wealthspire Advisors (New York) first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.