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World Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

World Investment Advisors’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 		$1.41M Buy
31,764
+600
+2% +$25.8K 0.02% 590
2026
Q1 		$1.39M Sell
31,164
-848
-3% -$39.4K 0.02% 604
2025
Q4 		$1.32M Sell
32,012
-264
-0.8% -$10.4K 0.02% 594
2025
Q3 		$1.19M Sell
32,276
-825
-2% -$27.2K 0.02% 522
2025
Q2 		$1.04M Sell
33,101
-2,735
-8% -$85.7K 0.02% 512
2025
Q1 		$1.07M Sell
35,836
-49,041
-58% -$1.34M 0.03% 489
2024
Q4 		$2.13M Buy
84,877
+1,085
+1% +$27.6K 0.06% 318
2024
Q3 		$2.11M Sell
83,792
-6,349
-7% -$150K 0.07% 288
2024
Q2 		$2M Sell
90,141
-1,443
-2% -$32.2K 0.12% 165
2024
Q1 		$1.95M Sell
91,584
-291
-0.3% -$5.76K 0.28% 82
2023
Q4 		$1.81M Buy
91,875
+3,871
+4% +$73.2K 0.24% 93
2023
Q3 		$1.56M Sell
88,004
-5,313
-6% -$97.9K 0.31% 66
2023
Q2 		$1.71M Buy
93,317
+7,144
+8% +$135K 0.33% 56
2023
Q1 		$1.63M Buy
86,173
+9,403
+12% +$170K 0.34% 55
2022
Q4 		$1.34M Buy
+76,770
New +$1.27M 0.31% 60
2021
Q1 		– Sell
-17,985
Closed -$315K – 240
2020
Q4 		$315K Buy
17,985
+2,858
+19% +$51.6K 0.08% 157
2020
Q3 		$275K Buy
15,127
+111
+0.7% +$2.04K 0.09% 127
2020
Q2 		$276K Buy
15,016
+3,315
+28% +$54.7K 0.1% 127
2020
Q1 		$177K Buy
11,701
+1,164
+11% +$17.7K 0.08% 127
2019
Q4 		$154K Buy
+10,537
New +$151K 0.06% 154

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

World Investment Advisors's SGOL Position: Q2 2026 in Review

World Investment Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.9% in Q2 2026, buying an estimated $25.8K and bringing the position to 31,764 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #590.

World Investment Advisors first reported a position in SGOL in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.13M in Q4 2024. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • World Investment Advisors held 31,764 shares of abrdn Physical Gold Shares ETF worth $1.41M as of Q2 2026.
  • World Investment Advisors bought 600 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $25.8K.
  • abrdn Physical Gold Shares ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #590 holding.
  • World Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 20 quarters since.
  • World Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $2.13M in Q4 2024.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.