White Lighthouse Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

White Lighthouse Investment 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	$1.17M	Sell	30,682 -183	-0.6%	-$7.86K	0.15%	75
2026 Q1	$1.38M	Sell	30,865 -3,725	-11%	-$173K	0.19%	67
2025 Q4	$1.42M	Sell	34,590 -2,355	-6%	-$93.2K	0.2%	64
2025 Q3	$1.36M	Buy	36,945 +1,371	+4%	+$45.2K	0.21%	61
2025 Q2	$1.12M	Sell	35,574 -3,324	-9%	-$104K	0.18%	67
2025 Q1	$1.16M	Sell	38,898 -348	-0.9%	-$9.52K	0.21%	65
2024 Q4	$983K	Sell	39,246 -1,280	-3%	-$32.5K	0.17%	66
2024 Q3	$1.01M	Sell	40,526 -257	-0.6%	-$6.08K	0.18%	66
2024 Q2	$900K	Sell	40,783 -150	-0.4%	-$3.35K	0.17%	68
2024 Q1	$864K	Sell	40,933 -404	-1%	-$8K	0.18%	69
2023 Q4	$816K	Sell	41,337 -2,243	-5%	-$42.4K	0.18%	69
2023 Q3	$771K	Buy	43,580 +406	+0.9%	+$7.49K	0.19%	70
2023 Q2	$793K	Buy	43,174 +30	+0.1%	+$568	0.19%	67
2023 Q1	$814K	Sell	43,144 -1,875	-4%	-$34K	0.21%	66
2022 Q4	$786K	Buy	45,019 +7,749	+21%	+$128K	0.21%	68
2022 Q3	$593K	Sell	37,270 -530	-1%	-$8.77K	0.17%	68
2022 Q2	$655K	Sell	37,800 -350	-0.9%	-$6.29K	0.19%	67
2022 Q1	$709K	Sell	38,150 -1,530	-4%	-$27.6K	0.18%	69
2021 Q4	$697K	Buy	39,680 +2,548	+7%	+$43.9K	0.17%	71
2021 Q3	$626K	Buy	37,132 +9,966	+37%	+$171K	0.17%	73
2021 Q2	$462K	Buy	27,166 +10,706	+65%	+$187K	0.13%	80
2021 Q1	$270K	Buy	+16,460	New	+$284K	0.08%	96
2020 Q2	–	Sell	-28,600	Closed	-$433K	–	115
2020 Q1	$433K	Hold	28,600	–	–	0.18%	80
2019 Q4	$418K	Buy	28,600 +1,100	+4%	+$15.7K	0.15%	89
2019 Q3	$390K	Hold	27,500	–	–	0.16%	91
2019 Q2	$374K	Hold	27,500	–	–	0.16%	87
2019 Q1	$343K	Hold	27,500	–	–	0.16%	88
2018 Q4	$340K	Hold	27,500	–	–	0.19%	88
2018 Q3	$316K	Hold	27,500	–	–	0.16%	91
2018 Q2	$333K	Hold	27,500	–	–	0.18%	87
2018 Q1	$353K	Hold	27,500	–	–	0.2%	83
2017 Q4	$347K	Buy	+27,500	New	+$340K	0.2%	89

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

White Lighthouse Investment Management's SGOL Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.59% in Q2 2026, selling an estimated $7.86K and leaving 30,682 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #75.

White Lighthouse Investment Management first reported a position in SGOL in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.42M in Q4 2025. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

White Lighthouse Investment Management held 30,682 shares of abrdn Physical Gold Shares ETF worth $1.17M as of Q2 2026.
White Lighthouse Investment Management sold 183 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $7.86K.
abrdn Physical Gold Shares ETF made up 0.15% of White Lighthouse Investment Management's portfolio in Q2 2026, its #75 holding.
White Lighthouse Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and has held it in 32 quarters since.
White Lighthouse Investment Management's abrdn Physical Gold Shares ETF position peaked at $1.42M in Q4 2025.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.