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abrdn Physical Gold Shares ETF(SGOL)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SGOL
09/25/2026: SGOL (4-star) is a WEAK-BUY. BUY for 34 days. Simulated Profits (-2.32%). Updated daily EoD!
The abrdn Physical Gold Shares ETF (SGOL) provides investors with direct exposure to the price of physical gold bullion held in secure vaults. Its primary strengths include a competitive expense ratio, high liquidity, and the security of holding actual physical metal. It is best used as a long-term portfolio hedge to diversify against inflation and systemic market risks. Potential investors should be aware of risks including volatility, the lack of income generation, and sensitivity to interest rate movements. SGOL is highly suitable for long-term investors seeking to balance their portfolios with a reliable, commodity-backed asset.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Gold is not a traditional growth asset but can provide portfolio balance during equity market cycles. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunity in gold during macro trends where the metal is trending upward. |
| Value investor | Strong fit | Gold is often viewed by value investors as a store of value and a long-term hedge against currency devaluation. |
| Dividend/Income investor | Weak fit | Gold is a non-yielding asset and provides no dividend or interest income to investors. |
| Low-risk investor | Medium fit | While gold is a store of value, its price volatility can be significant, which may not suit strictly low-risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term exposure to gold as a portfolio diversifier or hedge against currency devaluation.
Suitability
SGOL is best suited for long-term investors looking for a secure, low-cost way to hold physical gold within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Gold prices can experience significant short-term fluctuations based on macroeconomic news. |
| Market risk | Medium | The value of the investment is directly tied to the global market price of gold bullion. |
| Concentration | High | The fund is concentrated entirely in one commodity, lacking diversification across other asset classes. |
| Tracking/expense | Low | The expense ratio is low, and tracking error is minimal due to the physical nature of the holdings. |
| Liquidity | Low | Gold markets are deep and liquid, though retail access is dependent on exchange functionality. |
| Business/sector quality | Low / none | As a commodity-backed ETF, the fund does not face traditional business or operational revenue risks. |
Risk Analysis
Volatility
SGOL exhibits moderate volatility consistent with the underlying gold market, which often moves inversely to broad equity markets.
Market Risk
The primary risk is a decline in the global price of gold, which can be affected by currency movements, interest rates, and investor sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Physical Gold Bullion | 99.8 | Holding physical gold provides direct exposure to the metal's price without the risks associated with futures contracts. |
| Cash/collateral | USD Cash and Cash Equivalents | 0.2 | Minor cash holdings are maintained for the payment of fund expenses and operational liquidity. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 85.61% | Avg. Invested days 90 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $7.31B |
| Issuer | Aberdeen Standard Investments |
| Expense Ratio | 0.16999999999999998% |
| Distribution Yield | 0% |
| Inception | Sep 9, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.61% |
| 1 Year | +14.34% |
| 3 Year | +30.62% |
| 5 Year | +19.49% |
| 10 Year | +12.11% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 29.74% |
| 3Y Volatility | 19.52% |
| 3Y Sharpe Ratio | 1.33 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | Morningstar Lng-Only Cmdty ... |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 11.42% |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| 100.00% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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