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

Xcel 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	$2.17M	Buy	56,835 +1,000	+2%	+$43K	0.52%	46
2026 Q1	$2.49M	Buy	55,835 +306	+0.6%	+$14.2K	0.69%	44
2025 Q4	$2.28M	Hold	55,529	–	–	0.58%	46
2025 Q3	$2.04M	Buy	55,529 +15,324	+38%	+$506K	0.53%	46
2025 Q2	$1.27M	Sell	40,205 -20	-0%	-$627	0.36%	58
2025 Q1	$1.2M	Hold	40,225	–	–	0.37%	57
2024 Q4	$1.01M	Hold	40,225	–	–	0.28%	61
2024 Q3	$1.01M	Hold	40,225	–	–	0.3%	61
2024 Q2	$894K	Hold	40,225	–	–	0.28%	64
2024 Q1	$854K	Hold	40,225	–	–	0.27%	63
2023 Q4	$794K	Sell	40,225 -5,000	-11%	-$94.5K	0.28%	60
2023 Q3	$800K	Sell	45,225 -11,000	-20%	-$203K	0.32%	60
2023 Q2	$1.03M	Sell	56,225 -1,000	-2%	-$18.9K	0.33%	61
2023 Q1	$1.08M	Buy	57,225 +5,250	+10%	+$95.1K	0.38%	55
2022 Q4	$908K	Sell	51,975 -13,750	-21%	-$228K	0.36%	58
2022 Q3	$1.05M	Sell	65,725 -250	-0.4%	-$4.14K	0.39%	55
2022 Q2	$1.14M	Buy	65,975 +5,000	+8%	+$89.8K	0.42%	53
2022 Q1	$1.13M	Sell	60,975 -3,250	-5%	-$58.6K	0.31%	66
2021 Q4	$1.13M	Sell	64,225 -24,000	-27%	-$414K	0.29%	72
2021 Q3	$1.49M	Sell	88,225 -7,190	-8%	-$124K	0.43%	61
2021 Q2	$1.62M	Sell	95,415 -56,970	-37%	-$993K	0.49%	52
2021 Q1	$2.5M	Buy	152,385 +6,860	+5%	+$118K	0.89%	33
2020 Q4	$2.66M	Sell	145,525 -360	-0.2%	-$6.5K	1.15%	29
2020 Q3	$2.65M	Buy	145,885 +113,185	+346%	+$2.08M	1.36%	25
2020 Q2	$560K	Hold	32,700	–	–	0.35%	59
2020 Q1	$495K	Buy	+32,700	New	+$498K	0.45%	47

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

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

Xcel Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.8% in Q2 2026, buying an estimated $43K and bringing the position to 56,835 shares worth $2.17M. The position accounts for 0.52% of the portfolio, ranked #46.

Xcel Wealth Management first reported a position in SGOL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.66M in Q4 2020. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Xcel Wealth Management held 56,835 shares of abrdn Physical Gold Shares ETF worth $2.17M as of Q2 2026.
Xcel Wealth Management bought 1,000 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $43K.
abrdn Physical Gold Shares ETF made up 0.52% of Xcel Wealth Management's portfolio in Q2 2026, its #46 holding.
Xcel Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and has held it in 26 quarters since.
Xcel Wealth Management's abrdn Physical Gold Shares ETF position peaked at $2.66M in Q4 2020.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.