XML Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

XML Financial’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	$895K	Sell	23,400 -1,000	-4%	-$43K	0.07%	197
2026 Q1	$1.09M	Buy	24,400 +2,500	+11%	+$116K	0.09%	174
2025 Q4	$900K	Buy	21,900 +2,000	+10%	+$79.1K	0.07%	186
2025 Q3	$733K	Buy	19,900 +2,000	+11%	+$66K	0.06%	209
2025 Q2	$565K	Buy	17,900 +200	+1%	+$6.27K	0.05%	228
2025 Q1	$528K	Buy	17,700 +2,000	+13%	+$54.7K	0.05%	225
2024 Q4	$393K	Buy	+15,700	New	+$399K	0.04%	260

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 $103B AUM 28.65% 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

XML Financial's SGOL Position: Q2 2026 in Review

XML Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4.1% in Q2 2026, selling an estimated $43K and leaving 23,400 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #197.

XML Financial first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

XML Financial held 23,400 shares of abrdn Physical Gold Shares ETF worth $895K as of Q2 2026.
XML Financial sold 1,000 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $43K.
abrdn Physical Gold Shares ETF made up 0.07% of XML Financial's portfolio in Q2 2026, its #197 holding.
XML Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
XML Financial's abrdn Physical Gold Shares ETF position peaked at $1.09M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.