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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

abrdn Physical Gold Shares ETF logo
$31.92 +0.07 (+0.22%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$526.82M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$157.65M
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SGOL Institutional Buying and Selling by Quarter

abrdn Physical Gold Shares ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Warren Street Wealth Advisors LLC29,190$921K0.3%-12.7%0.018%
7/18/2025Vicus Capital10,458$330K0.0%+16.3%0.006%
7/18/2025Newman Dignan & Sheerar Inc.418,637$13.20M3.0%-4.4%0.254%
7/18/2025Northeast Financial Group Inc.8,804$278K0.1%-42.5%0.005%
7/18/2025PFG Investments LLC23,888$753K0.0%-7.4%0.014%
7/17/2025 HB Wealth Management LLC22,710$716K0.0%-27.8%0.014%
7/17/2025 Janney Montgomery Scott LLC21,811$688K0.0%+12.9%0.013%
7/17/2025 Wolff Wiese Magana LLC24,020$758K0.5%-70.7%0.015%
7/17/2025 Alpine Bank Wealth Management14,000$442K0.1%N/A0.008%
7/17/2025 Financial Designs Corp12,593$397K0.2%-3.6%0.008%
7/16/2025 West Branch Capital LLC10,859$342K0.1%-3.5%0.007%
7/16/2025 Advisors Management Group Inc. ADV474,842$14.98M2.8%-1.1%0.288%
7/16/2025 Investment Partners Asset Management Inc.50,197$1.58M1.1%+5.6%0.030%
7/16/2025 True North Advisors LLC81,365$2.57M0.5%-9.5%0.049%
7/16/2025 Southern Capital Advisors LLC6,400$202K0.1%N/A0.004%
7/16/2025 BOS Asset Management LLC71,097$2.24M0.7%-2.1%0.043%
7/16/2025 Beaumont Financial Advisors LLC16,175$510K0.0%-5.0%0.010%
7/16/2025 A. D. Beadell Investment Counsel Inc.76,250$2.40M1.8%-2.4%0.046%
7/16/2025 Perigon Wealth Management LLC24,464$772K0.0%-54.8%0.015%
7/16/2025 Castleview Partners LLC22,360$705K0.5%+22.9%0.014%
7/15/2025 Mather Group LLC.44,197$1.39M0.0%-1.7%0.027%
7/15/2025 Main Street Group LTD2,345$74K0.0%+96.2%0.001%
7/15/2025 Bfsg LLC506,781$15.98M1.8%+26.9%0.308%
7/14/2025 Stapp Wealth Management Pllc43,128$1.36M2.0%-80.4%0.026%
7/14/2025 Sowell Financial Services LLC71,029$2.24M0.1%+1.2%0.043%
7/11/2025 Farther Finance Advisors LLC5,965$188K0.0%+74.4%0.004%
7/11/2025 Silver Oak Securities Incorporated47,652$1.50M0.1%-19.0%0.029%
7/11/2025 UMB Bank n.a.1,303$41K0.0%N/A0.001%
7/11/2025 SeaCrest Wealth Management LLC7,256$229K0.0%-5.8%0.004%
7/10/2025 Worth Asset Management LLC144,247$4.55M2.2%+12.5%0.088%
7/10/2025 Wealth Enhancement Advisory Services LLC134,937$4.29M0.0%-0.4%0.082%
7/10/2025 Capital Advisory Group Advisory Services LLC91,019$2.87M1.0%+0.8%0.055%
7/10/2025 Focus Financial Network Inc.316,907$10.00M0.4%+2.2%0.192%
7/9/2025 Fragasso Financial Advisors Inc28,006$883K0.1%+5.9%0.017%
7/9/2025 Fiduciary Alliance LLC216,523$6.83M0.5%-4.8%0.131%
7/9/2025 Key Client Fiduciary Advisors LLC12,182$384K0.2%+3.6%0.007%
7/7/2025 Upper Left Wealth Management LLC16,900$533K0.4%-16.0%0.010%
7/7/2025 Hedges Asset Management LLC8,000$252K0.2%-20.0%0.005%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,825$58K0.0%+217.4%0.001%
7/3/2025 Fiduciary Financial Group LLC80,061$2.55M0.5%-3.6%0.049%
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7/3/2025 City Center Advisors LLC12,493$394K0.4%-24.8%0.008%
6/2/2025Modern Wealth Management LLC7,675$229K0.0%-6.0%0.005%
5/27/2025Iron Gate Global Advisors LLC7,328$219K0.0%N/A0.004%
5/20/2025Belpointe Asset Management LLC28,734$857K0.0%+10.9%0.017%
5/20/2025Focus Partners Wealth98,243$2.93M0.0%-1.5%0.060%
5/19/2025Jane Street Group LLC154,673$4.61M0.0%-47.6%0.094%
5/16/2025Empowered Funds LLC188,241$5.61M0.1%+3.5%0.115%
5/16/2025Arete Wealth Advisors LLC12,888$384K0.0%-23.0%0.008%
5/16/2025Ashton Thomas Private Wealth LLC10,583$316K0.0%+27.8%0.006%
5/16/2025Mountain Lake Investment Management LLC529,402$15.79M14.9%+18.4%0.322%
5/16/2025NewEdge Advisors LLC299,418$8.93M0.1%+1.5%0.182%
5/16/2025Greenline Partners LLC7,704$230K0.0%-18.9%0.005%
5/15/2025Paragon Private Wealth Management LLC36,825$1.10M0.5%-8.6%0.022%
5/15/2025Royal Bank of Canada545,630$16.27M0.0%+0.9%0.332%
5/15/2025Betterment LLC20,433$609K0.0%-4.1%0.012%
5/15/2025MAI Capital Management39,683$1.18M0.0%+15.7%0.024%
5/15/2025Baird Financial Group Inc.372,216$11.10M0.0%+0.1%0.226%
5/15/2025Guardian Point Capital LP750,000$22.37M13.5%N/A0.456%
5/15/2025Vident Advisory LLC52,236$1.56M0.0%+125.7%0.032%
5/14/2025WCG Wealth Advisors LLC92,516$2.76M0.2%+2.9%0.056%
5/14/2025Luminist Capital LLC118,978$3.54M3.8%-7.5%0.072%
5/14/2025Comerica Bank39,650$1.18M0.0%+4.6%0.024%
5/14/2025Freedom Investment Management Inc.455,829$13.59M1.1%-7.8%0.277%
5/14/2025Synovus Financial Corp109,416$3.26M0.0%+0.8%0.067%
5/14/2025Jump Financial LLC40,870$1.22M0.0%-76.2%0.025%
5/14/2025Northwestern Mutual Wealth Management Co.62,978$1.88M0.0%+3.6%0.038%
5/14/2025Kestra Advisory Services LLC571,738$17.05M0.1%-6.2%0.348%
5/14/2025Compound Planning Inc.83,592$2.49M0.1%+2.1%0.051%
5/14/2025Summit Financial LLC10,034$299K0.0%N/A0.006%
5/14/2025Capital Analysts LLC28,491$850K0.0%-5.7%0.017%
5/14/2025Tradition Wealth Management LLC25,408$758K0.1%-5.6%0.015%
5/13/2025Global View Capital Management LLC454,788$13.56M4.9%+337.5%0.277%
5/13/2025Cascade Financial Partners LLC12,370$369K0.0%+20.4%0.008%
5/13/2025Ethos Financial Group LLC857,019$25.56M2.5%+0.9%0.521%
5/13/2025Raymond James Financial Inc.242,030$7.22M0.0%+93.2%0.147%
5/13/2025Cresset Asset Management LLC128,951$3.85M0.0%N/A0.078%
5/13/2025EverSource Wealth Advisors LLC27,758$828K0.0%+134.2%0.017%
5/13/2025American Money Management LLC18,258$544K0.1%+9.6%0.011%
5/13/2025E Fund Management Co. Ltd.119,505$3.56M0.2%N/A0.073%
5/13/2025HighTower Advisors LLC1,815,378$54.14M0.1%-8.0%1.104%
5/12/2025Northeast Financial Group Inc.15,305$456K0.2%-2.5%0.009%
5/12/2025Avos Capital Management LLC162,131$4.84M3.2%-3.0%0.099%
5/12/2025White Lighthouse Investment Management Inc.38,898$1.16M0.2%-0.9%0.024%
5/12/2025 True North Advisors LLC89,912$2.68M0.5%-2.2%0.055%
5/12/2025Townsquare Capital LLC33,646$1.00M0.0%+30.2%0.020%
5/12/2025Savvy Advisors Inc.487,868$14.55M1.5%+13.5%0.297%
5/9/2025Headlands Technologies LLC9,831$293K0.0%N/A0.006%
5/9/2025Atria Wealth Solutions Inc.273,481$8.16M0.1%+31.3%0.166%
5/9/2025Costello Asset Management INC2,513$75K0.0%N/A0.002%
5/9/2025Encompass More Asset Management279,182$8.33M2.5%+10.1%0.170%
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5/9/2025Plan Group Financial LLC57,800$1.72M0.6%N/A0.035%
5/9/2025J. Safra Sarasin Holding AG7,215$212K0.0%-20.1%0.004%
5/9/2025 Mirabaud & Cie SA57,964$1.73M0.6%-40.6%0.035%
5/8/2025MONECO Advisors LLC155,439$4.64M0.5%+2.5%0.097%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,850$562K0.0%N/A0.012%
5/8/2025Harbour Investments Inc.129,060$3.85M0.1%-26.6%0.081%
5/8/2025Arkadios Wealth Advisors101,521$3.03M0.1%N/A0.063%
5/8/2025XTX Topco Ltd15,256$455K0.0%N/A0.010%
5/7/2025Foundations Investment Advisors LLC121,653$3.63M0.1%+70.9%0.076%
5/7/2025Metis Global Partners LLC4,549,069$135.65M3.8%-3.7%2.841%
(Data available from 1/1/2016 forward)

SGOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGOL shares?

During the previous two years, 357 institutional investors and hedge funds held shares of abrdn Physical Gold Shares ETF. The most heavily invested institutionals were Metis Global Partners LLC ($135.65M), Bank of America Corp DE ($86.24M), Proficio Capital Partners LLC ($75.57M), Wells Fargo & Company MN ($68.80M), Ronald Blue Trust Inc. ($55.57M), HighTower Advisors LLC ($54.14M), and LPL Financial LLC ($42.70M).Learn more on abrdn Physical Gold Shares ETF's institutional investors.

Which institutional investors have been buying abrdn Physical Gold Shares ETF's stock?

Of the 300 institutional investors that purchased abrdn Physical Gold Shares ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($2.94M), Metis Global Partners LLC ($1.78M), Quadrature Capital Ltd ($1.42M), Pure Portfolios Holdings LLC ($1.07M), Envestnet Asset Management Inc. ($1.07M), Global Assets Advisory LLC ($922.54K), and JPMorgan Chase & Co. ($886.93K).

How much institutional buying is happening at abrdn Physical Gold Shares ETF?

Institutional investors have bought a total of 20,378,393 shares in the last 24 months. This purchase volume represents approximately $526.82M in transactions.

Which of abrdn Physical Gold Shares ETF's major shareholders have been selling company stock?

Of the 152 institutional investors that sold abrdn Physical Gold Shares ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Farther Finance Advisors LLC ($458.70K), Empowered Funds LLC ($451.32K), Envestnet Asset Management Inc. ($335.60K), HighTower Advisors LLC ($282.00K), Liquid Strategies LLC ($262.28K), Pinkerton Retirement Specialists LLC ($196.60K), and Stapp Wealth Management Pllc ($187.24K).

How much institutional selling is happening at abrdn Physical Gold Shares ETF?

Institutional investors have sold a total of 5,889,215 shares in the last 24 months. This volume of shares sold represents approximately $157.65M in transactions.



This page (NYSEARCA:SGOL) was last updated on 7/19/2025 by MarketBeat.com Staff
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