Western Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Western Wealth 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	$965K	Buy	25,244 +585	+2%	+$25.1K	0.03%	490
2026 Q1	$1.1M	Buy	24,659 +242	+1%	+$11.2K	0.04%	417
2025 Q4	$1M	Buy	24,417 +10,979	+82%	+$434K	0.05%	350
2025 Q3	$495K	Buy	13,438 +420	+3%	+$13.9K	0.03%	447
2025 Q2	$411K	Buy	13,018 +1,860	+17%	+$58.3K	0.02%	471
2025 Q1	$333K	Buy	11,158 +1,785	+19%	+$48.8K	0.02%	505
2024 Q4	$235K	Buy	+9,373	New	+$238K	0.01%	678

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Western Wealth Management's SGOL Position: Q2 2026 in Review

Western Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.4% in Q2 2026, buying an estimated $25.1K and bringing the position to 25,244 shares worth $965K. The position accounts for 0.03% of the portfolio, ranked #490.

Western Wealth Management first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Western Wealth Management held 25,244 shares of abrdn Physical Gold Shares ETF worth $965K as of Q2 2026.
Western Wealth Management bought 585 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $25.1K.
abrdn Physical Gold Shares ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #490 holding.
Western Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Western Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.1M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.