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

WT 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	$15.7M	Sell	411,067 -15,566	-4%	-$669K	4.35%	2
2026 Q1	$19M	Sell	426,633 -25,811	-6%	-$1.2M	5.66%	2
2025 Q4	$18.6M	Sell	452,444 -16,349	-3%	-$647K	5.34%	2
2025 Q3	$17.3M	Buy	468,793 +97,584	+26%	+$3.22M	4.96%	2
2025 Q2	$11.7M	Sell	371,209 -68,362	-16%	-$2.14M	3.47%	3
2025 Q1	$13.1M	Buy	439,571 +1,147	+0.3%	+$31.4K	4.26%	2
2024 Q4	$11M	Buy	438,424 +83,171	+23%	+$2.11M	3.45%	3
2024 Q3	$9.22M	Buy	355,253 +42,808	+14%	+$1.01M	2.95%	7
2024 Q2	$6.94M	Sell	312,445 -17,012	-5%	-$380K	2.37%	11
2024 Q1	$7M	Sell	329,457 -112,058	-25%	-$2.22M	2.5%	10
2023 Q4	$8.72M	Sell	441,515 -322,305	-42%	-$6.09M	3.44%	4
2023 Q3	$13.5M	Buy	763,820 +227,599	+42%	+$4.2M	5.79%	3
2023 Q2	$9.85M	Buy	536,221 +63,820	+14%	+$1.21M	4.09%	7
2023 Q1	$8.91M	Buy	472,401 +105,640	+29%	+$1.91M	3.85%	6
2022 Q4	$6.41M	Buy	366,761 +213	+0.1%	+$3.53K	3.11%	6
2022 Q3	$5.83M	Buy	366,548 +165,776	+83%	+$2.74M	2.94%	6
2022 Q2	$3.48M	Buy	200,772 +11,448	+6%	+$206K	1.72%	17
2022 Q1	$3.52M	Buy	189,324 +36,515	+24%	+$658K	1.35%	20
2021 Q4	$2.68M	Buy	152,809 +81,258	+114%	+$1.4M	0.98%	30
2021 Q3	$1.21M	Sell	71,551 -1,506	-2%	-$25.9K	0.46%	70
2021 Q2	$1.24M	Buy	73,057 +3,129	+4%	+$54.5K	0.5%	63
2021 Q1	$1.15M	Sell	69,928 -92,763	-57%	-$1.6M	0.53%	57
2020 Q4	$2.97M	Sell	162,691 -8,835	-5%	-$159K	1.62%	9
2020 Q3	$3.11M	Buy	171,526 +33,612	+24%	+$619K	2.06%	11
2020 Q2	$2.36M	Buy	137,914 +5,461	+4%	+$90.1K	1.9%	11
2020 Q1	$2.01M	Sell	132,453 -12,459	-9%	-$190K	2.11%	11
2019 Q4	$2.12M	Buy	144,912 +4,162	+3%	+$59.5K	1.61%	15
2019 Q3	$2M	Buy	+140,750	New	+$2M	1.73%	13

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

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

WT Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 3.6% in Q2 2026, selling an estimated $669K and leaving 411,067 shares worth $15.7M. The position accounts for 4.35% of the portfolio, ranked #2.

WT Wealth Management first reported a position in SGOL in Q3 2019 and has held it in 28 quarters since. The position peaked at $19M in Q1 2026. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

WT Wealth Management held 411,067 shares of abrdn Physical Gold Shares ETF worth $15.7M as of Q2 2026.
WT Wealth Management sold 15,566 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $669K.
abrdn Physical Gold Shares ETF made up 4.35% of WT Wealth Management's portfolio in Q2 2026, its #2 holding.
WT Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2019 and has held it in 28 quarters since.
WT Wealth Management's abrdn Physical Gold Shares ETF position peaked at $19M in Q1 2026.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.