WhitTier Trust Company’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

WhitTier Trust Company’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	–	Sell	-209	Closed	-$8.95K	–	1460
2025 Q4	$8.95K	Hold	209	–	–	﹤0.01%	1029
2025 Q3	$7.74K	Buy	+209	New	+$6.9K	﹤0.01%	1039
2021 Q2	–	Sell	-480	Closed	-$8K	–	1020
2021 Q1	$8K	Buy	+480	New	+$8.27K	﹤0.01%	882
2018 Q2	–	Sell	-10,000	Closed	-$128K	–	996
2018 Q1	$128K	Buy	+10,000	New	+$129K	0.01%	440

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 $785M AUM 34.37% 1-Year Est. Return

WhitTier Trust Company's SGOL Position: Q1 2026 in Review

WhitTier Trust Company sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 209 shares — an estimated $8.95K sold.

WhitTier Trust Company first reported a position in SGOL in Q1 2018 and held it in 4 quarters. The position peaked at $128K in Q1 2018. 486 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

WhitTier Trust Company reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
WhitTier Trust Company sold 209 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $8.95K.
WhitTier Trust Company first reported a position in abrdn Physical Gold Shares ETF in Q1 2018 and held it in 4 quarters.
WhitTier Trust Company's abrdn Physical Gold Shares ETF position peaked at $128K in Q1 2018.
486 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.