Wedmont Private Capital’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wedmont Private Capital’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 Q3	–	Sell	-5,253	Closed	-$205K	–	1075
2026 Q2	$205K	Hold	5,253	–	–	0.01%	908
2026 Q1	$237K	Hold	5,253	–	–	0.01%	749
2025 Q4	$223K	Buy	+5,253	New	+$208K	0.01%	746

Other funds holding SGOL

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's SGOL Position: Q3 2026 in Review

Wedmont Private Capital sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2026, closing a stake of 5,253 shares — an estimated $205K sold.

Wedmont Private Capital first reported a position in SGOL in Q4 2025 and held it in 3 quarters. The position peaked at $237K in Q1 2026. 20 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Wedmont Private Capital reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2026 after selling out during the quarter.
Wedmont Private Capital sold 5,253 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $205K.
Wedmont Private Capital first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and held it in 3 quarters.
Wedmont Private Capital's abrdn Physical Gold Shares ETF position peaked at $237K in Q1 2026.
20 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.