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 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	0.02%	594

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Western Wealth Management's SGOL Position: Q1 2026 in Review

Western Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.99% in Q1 2026, buying an estimated $11.2K and bringing the position to 24,659 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #417.

Western Wealth Management first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Western Wealth Management held 24,659 shares of abrdn Physical Gold Shares ETF worth $1.1M as of Q1 2026.
Western Wealth Management bought 242 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $11.2K.
abrdn Physical Gold Shares ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #417 holding.
Western Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.