West Branch Capital’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

West Branch 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 Q2	$389K	Sell	10,178 -681	-6%	-$29.3K	0.09%	61
2026 Q1	$485K	Hold	10,859	–	–	0.13%	57
2025 Q4	$446K	Hold	10,859	–	–	0.12%	60
2025 Q3	$400K	Hold	10,859	–	–	0.1%	64
2025 Q2	$342K	Sell	10,859 -394	-4%	-$12.3K	0.1%	62
2025 Q1	$336K	Hold	11,253	–	–	0.11%	64
2024 Q4	$282K	Hold	11,253	–	–	0.09%	73
2024 Q3	$283K	Hold	11,253	–	–	0.1%	74
2024 Q2	$250K	Hold	11,253	–	–	0.09%	73
2024 Q1	$239K	Hold	11,253	–	–	0.1%	75
2023 Q4	$222K	Sell	11,253 -1,780	-14%	-$33.7K	0.1%	69
2023 Q3	$231K	Hold	13,033	–	–	0.12%	72
2023 Q2	$239K	Hold	13,033	–	–	0.12%	74
2023 Q1	$246K	Hold	13,033	–	–	0.14%	71
2022 Q4	$228K	Hold	13,033	–	–	0.14%	69
2022 Q3	$207K	Hold	13,033	–	–	0.13%	75
2022 Q2	$226K	Sell	13,033 -906	-6%	-$16.3K	0.13%	72
2022 Q1	$259K	Hold	13,939	–	–	0.12%	72
2021 Q4	$245K	Hold	13,939	–	–	0.1%	78
2021 Q3	$235K	Hold	13,939	–	–	0.11%	77
2021 Q2	$237K	Sell	13,939 -51	-0.4%	-$889	0.12%	81
2021 Q1	$229K	Hold	13,990	–	–	0.13%	82
2020 Q4	$256K	Sell	13,990 -5,940	-30%	-$107K	0.15%	76
2020 Q3	$362K	Sell	19,930 -9,620	-33%	-$177K	0.23%	62
2020 Q2	$506K	Buy	+29,550	New	+$488K	0.36%	56

Other funds holding SGOL

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

West Branch Capital's SGOL Position: Q2 2026 in Review

West Branch Capital reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 6.3% in Q2 2026, selling an estimated $29.3K and leaving 10,178 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #61.

West Branch Capital first reported a position in SGOL in Q2 2020 and has held it in 25 quarters since. The position peaked at $506K in Q2 2020. 123 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

West Branch Capital held 10,178 shares of abrdn Physical Gold Shares ETF worth $389K as of Q2 2026.
West Branch Capital sold 681 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $29.3K.
abrdn Physical Gold Shares ETF made up 0.09% of West Branch Capital's portfolio in Q2 2026, its #61 holding.
West Branch Capital first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 25 quarters since.
West Branch Capital's abrdn Physical Gold Shares ETF position peaked at $506K in Q2 2020.
123 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.