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SGOL tax-loss harvesting alternatives
abrdn Physical Gold Shares ETF (aberdeen) tracks LBMA Gold Price. If you hold SGOL at a loss, these ETFs track a different index, which generally makes them less likely to be considered “substantially identical” — while still moving closely with SGOL during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| SGOL abrdn Physical Gold Shares ETF | LBMA Gold Price | aberdeen | 0.17% | $7.16B | 1 | Gold / commodities |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
SGOL wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| SLV iShares Silver Trust | LBMA Silver Price | BlackRock | 0.50% | $29.75B | 0.838 | n/a | different index |
Sorted by 1-year correlation of daily total returns with SGOL (through 2026-10-16). Holdings overlap = sum of the smaller weight of each common stock, from issuer holdings files; “n/a” where the issuer does not offer a free download or for bond/international/commodity funds. Hover a value for its as-of dates.
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Avoid as a replacement: same index as SGOL
These track the same index (LBMA Gold Price). Buying one of them within the window is the classic “substantially identical” risk.
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| GLD SPDR Gold Shares | LBMA Gold Price | State Street | 0.40% | $141.30B | 1.000 | n/a | same index — avoid |
| IAU iShares Gold Trust | LBMA Gold Price | BlackRock | 0.25% | $62.07B | 1.000 | n/a | same index — avoid |
| GLDM SPDR Gold Minishares Trust of beneficial interest | LBMA Gold Price | State Street | 0.10% | $31.03B | 1.000 | n/a | same index — avoid |
30-day wash-sale calendar for SGOL
The window is 30 calendar days before and after the sale (61 days total, IRC §1091(a)). Buying the replacement fund right away is the point of a swap; the dates above are about buying back the fund you sold, or anything substantially identical to it.
Before you swap
- Turn off dividend reinvestment for SGOL in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any SGOL bought in the 30 days before the sale.
- Your broker generally only flags wash sales for the identical security in the same account. You are responsible for the rest.
- Read how wash sales work and the FAQ, then confirm your plan with a tax professional.