Plan Group Financial LLC Decreases Holdings in abrdn Physical Gold Shares ETF $SGOL

Plan Group Financial LLC lowered its stake in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL) by 19.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 52,600 shares of the company’s stock after selling 12,700 shares during the period. Plan Group Financial LLC’s holdings in abrdn Physical Gold Shares ETF were worth $2,161,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Metis Global Partners LLC boosted its stake in abrdn Physical Gold Shares ETF by 26.7% during the third quarter. Metis Global Partners LLC now owns 6,808,591 shares of the company’s stock worth $250,624,000 after buying an additional 1,434,787 shares during the period. E Fund Management Co. Ltd. boosted its stake in shares of abrdn Physical Gold Shares ETF by 530.3% during the 2nd quarter. E Fund Management Co. Ltd. now owns 753,291 shares of the company’s stock worth $23,759,000 after purchasing an additional 633,786 shares during the period. MAI Capital Management raised its position in abrdn Physical Gold Shares ETF by 1,277.1% in the 3rd quarter. MAI Capital Management now owns 551,574 shares of the company’s stock worth $20,303,000 after purchasing an additional 511,522 shares during the period. Global View Capital Management LLC lifted its stake in shares of abrdn Physical Gold Shares ETF by 705.1% during the 3rd quarter. Global View Capital Management LLC now owns 492,681 shares of the company’s stock worth $18,136,000 after acquiring an additional 431,489 shares during the last quarter. Finally, Fulcrum Wealth Advisors LLC bought a new stake in shares of abrdn Physical Gold Shares ETF during the fourth quarter worth $11,600,000.

abrdn Physical Gold Shares ETF Trading Up 3.0%

Shares of SGOL opened at $44.68 on Thursday. The company has a 50-day moving average of $45.85 and a 200 day moving average of $43.64. abrdn Physical Gold Shares ETF has a 1-year low of $30.20 and a 1-year high of $52.84.

Key abrdn Physical Gold Shares ETF News

Here are the key news stories impacting abrdn Physical Gold Shares ETF this week:

• Positive Sentiment: Lower U.S. Treasury yields are lifting demand for non-yielding gold, supporting prices and benefiting physically backed gold ETFs like SGOL. Gold Prices Steady, Supported by Lower U.S. Treasury Yields
• Positive Sentiment: Multiple reports show spot gold breaking above key levels (around $4,650–$4,700) on a weaker dollar and risk-on shifts tied to Iran developments — momentum that directly lifts SGOL’s NAV. Gold drives above $4,700 as Iran peace progress weakens U.S. dollar, analysts warn risks remain
• Positive Sentiment: Kitco and FXEmpire note sharp intraday gains as oil tumbles and rates fall — a classic setup where lower yields and dollar weakness push investors into gold-backed ETFs. Gold jumps above $4,690 as oil tumbles, Wall Street closes at fresh records – Kitco PM Report
• Positive Sentiment: Major bank projection: Morgan Stanley sees upside to $5,200, which can boost investor interest in physical-gold ETFs if the forecast gains traction. Morgan Stanley sees gold prices climbing to $5,200 despite geopolitical volatility
• Neutral Sentiment: Technical and market-commentary pieces highlight strong momentum and short-term breakouts in gold and silver — positive for flows but dependent on sustaining lower yields and dollar weakness. Gold (XAUUSD) & Silver Price Forecast: Gold Smashes $4,650 as Silver Explodes Above $76 — Continuation?
• Neutral Sentiment: Short-term data cues (ADP jobs, housing, ISM) are being parsed for rate implications; mixed economic prints could keep gold volatile but provide trade opportunities for ETFs. Gold prices holding solid gains as ADP says 109k jobs created in April
• Negative Sentiment: Analysts warn risks remain: any renewed rise in Treasury yields (for example if oil-driven inflation or risk repricing resumes) or a stronger dollar would pressure gold and SGOL. Gold drives above $4,700 as Iran peace progress weakens U.S. dollar, analysts warn risks remain
• Negative Sentiment: Broader market view: some strategists say the gold/oil rally is competing trades — if energy-led inflation returns and pushes yields higher, gold could reverse. Gold and oil have been two of the hottest trades of the past one year. One of them has to break

About abrdn Physical Gold Shares ETF

The abrdn Physical Gold Shares ETF (SGOL) is an exchange-traded fund that is based on the LBMA Gold Price index. The fund seeks to track the spot price for gold, less trust expenses holding costs, holding physical gold bars. SGOL was launched on Sep 9, 2009 and is managed by Abrdn.