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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

abrdn Physical Gold Shares ETF logo
$43.28 -1.02 (-2.30%)
As of 12:40 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
294
Total
Institutional Inflows
(last 12 months)
$549.43M
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$342.97M
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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
5/15/2026Guardian Point Capital LP600,000$26.77M11.0%-53.8%0.335%
5/15/2026Waverly Advisors LLC953,728$42.56M0.3%+3,435.6%0.532%
5/15/2026Boreal Capital Management LLC11,582$517K0.5%N/A0.006%
5/14/2026Renaissance Technologies LLC147,800$6.60M0.0%+198.6%0.082%
5/14/2026Compound Planning Inc.85,404$3.81M0.1%+0.4%0.048%
5/14/2026 Lido Advisors LLC12,394$553K0.0%-33.4%0.007%
5/13/2026 Cetera Investment Advisers556,675$24.84M0.0%-4.1%0.311%
5/13/2026 Envision Financial Transparency LLC11,074$494K0.5%N/A0.006%
5/8/2026 Cutler Investment Counsel LLC15,636$698K0.1%-5.7%0.009%
5/7/2026 Swan Global Investments LLC14,800$660K0.0%-17.4%0.008%
5/7/2026 Scarborough Advisors LLC24,994$1.12M0.1%+26,775.3%0.014%
5/7/2026 Parallel Advisors LLC11,852$529K0.0%+4.6%0.007%
5/7/2026 Sentinel Trust Co. LBA21,024$938K0.1%N/A0.012%
5/7/2026 Eurizon Asset Management Hungary Ltd.85,750$3.83M4.1%N/A0.048%
5/6/2026 Main Street Group LTD2,345$105K0.0%N/A0.001%
5/6/2026 BCM Advisors LLC152,095$6.54M1.3%-11.2%0.085%
5/5/2026 Wealthfront Advisers LLC44,616$1.99M0.0%+28.4%0.025%
5/5/2026 D.A. Davidson & CO.28,089$1.25M0.0%+68.9%0.016%
5/5/2026 Ethos Financial Group LLC1,024,396$45.70M3.3%+2.7%0.572%
5/5/2026 Sanctuary Advisors LLC7,201$321K0.0%-31.5%0.004%
5/5/2026 Sigma Planning Corp19,122$853K0.0%-30.6%0.011%
5/5/2026 Nwam LLC11,101$495K0.0%-15.7%0.006%
5/4/2026 Northland Securities Inc.9,753$435K0.4%+26.7%0.005%
5/4/2026 Lifeworks Advisors LLC21,204$946K0.1%-63.6%0.012%
5/2/2026 CAP Partners LLC4,792$214K0.1%N/A0.003%
5/2/2026 Global Assets Advisory LLC81,727$3.65M0.9%-1.3%0.046%
5/2/2026 Castleview Partners LLC9,147$408K0.2%-35.3%0.005%
5/1/2026 180 Wealth Advisors LLC316,420$14.12M1.6%+4.8%0.177%
5/1/2026 Fifth Third Bancorp36,882$1.65M0.0%N/A0.021%
5/1/2026 Sachetta LLC3,165$141K0.1%+8.2%0.002%
5/1/2026 Advisors Management Group Inc. ADV408,264$18.22M3.3%-4.8%0.228%
5/1/2026 Simplicity Wealth LLC6,015$268K0.0%-9.5%0.003%
5/1/2026 Sequoia Financial Advisors LLC26,300$1.17M0.0%-4.0%0.015%
5/1/2026 Independence Bank of Kentucky12,950$578K0.1%N/A0.007%
4/30/2026 Channing Global Advisors LLC6,475$289K0.2%-86.3%0.004%
4/30/2026 Kestra Advisory Services LLC692,666$30.91M0.1%+28.2%0.387%
4/29/2026 Axxcess Wealth Management LLC13,316$594K0.0%-7.9%0.007%
4/29/2026 Resonant Capital Advisors LLC47,659$2.13M0.1%-10.1%0.027%
4/29/2026 Burney Co.5,761$257K0.0%N/A0.003%
4/28/2026 Cypress Capital LLC260,344$11.62M3.3%-18.4%0.145%
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4/28/2026 DGS Capital Management LLC7,113$317K0.1%N/A0.004%
4/28/2026 Stephens Inc. AR46,540$2.08M0.0%+555.5%0.026%
4/28/2026 GM Advisory Group LLC15,489$691K0.0%+30.1%0.009%
4/28/2026 Walkner Condon Financial Advisors LLC4,697$210K0.0%N/A0.003%
4/28/2026 NBT Bank N A NY1,800$80K0.0%+4,290.2%0.001%
4/28/2026 Clear Retirement Advice LLC121,677$5.43M4.3%+1.7%0.068%
4/28/2026 Koshinski Asset Management Inc.7,506$335K0.0%-4.2%0.004%
4/27/2026 IRON Financial LLC5,457$244K0.1%-28.8%0.003%
4/27/2026 Leelyn Smith LLC25,013$1.12M0.2%+46.0%0.014%
4/27/2026 PFG Investments LLC25,073$1.12M0.1%-2.7%0.014%
4/27/2026 Private Advisor Group LLC62,185$2.78M0.0%+102.4%0.035%
4/27/2026 Sound Income Strategies LLC831$38K0.0%+97.9%0.000%
4/25/2026 Eagle Bay Advisors LLC15,041$671K0.6%-10.2%0.008%
4/24/2026 Essex Financial Services Inc.10,470$467K0.0%-7.4%0.006%
4/24/2026 Tcfg Wealth Management LLC6,899$308K0.1%-21.6%0.004%
4/23/2026 Financial & Tax Architects LLC27,534$1.23M0.3%-30.1%0.015%
4/23/2026 Ameliora Wealth Management Ltd.471,014$21.02M6.7%-19.9%0.263%
4/23/2026 TRU Independence Asset Management 2 LLC15,987$713K0.4%+14.2%0.009%
4/23/2026 Vicus Capital8,190$365K0.0%-13.1%0.005%
4/22/2026 Bay Capital Advisors LLC25,617$1.14M0.7%-1.7%0.014%
4/22/2026 Janney Montgomery Scott LLC24,476$1.09M0.0%+7.5%0.014%
4/22/2026 WT Wealth Management426,633$19.04M5.7%-5.7%0.238%
4/21/2026 Towneley Capital Management Inc DE497,813$22.21M4.6%-14.9%0.278%
4/21/2026 Xcel Wealth Management LLC55,835$2.49M0.7%+0.6%0.031%
4/21/2026 MRWM Advisors LLC328,297$14.65M7.9%-3.5%0.183%
4/21/2026 Decker Retirement Planning Inc.31,732$1.42M0.6%+54.0%0.018%
4/21/2026 Independent Wealth Network Inc.7,678$343K0.1%+3.0%0.004%
4/21/2026 Pegasus Asset Management Inc.19,604$875K0.3%+31.2%0.011%
4/21/2026 Silver Oak Securities Incorporated31,535$1.41M0.1%-26.7%0.018%
4/21/2026 Fiduciary Alliance LLC251,057$11.47M0.7%-2.6%0.140%
4/20/2026 Kestra Private Wealth Services LLC10,956$489K0.0%+38.3%0.006%
4/20/2026 Arta Finance Wealth Management LLC45,099$2.01M1.0%+35.9%0.025%
4/20/2026 Cardinal Point Capital Management ULC10,892$486K0.0%-7.2%0.006%
4/20/2026 Blue Trust Inc.398,850$17.80M0.2%-3.5%0.223%
4/17/2026 A. D. Beadell Investment Counsel Inc.67,275$3.00M1.9%-7.1%0.038%
4/17/2026 Signal Advisors Wealth LLC11,351$506K0.0%N/A0.006%
4/17/2026 Worth Asset Management LLC102,160$4.56M1.7%-6.8%0.057%
4/17/2026 Sovereign Financial Group Inc.13,045$582K0.1%-4.7%0.007%
4/17/2026 AdvisorNet Financial Inc12,629$564K0.0%-14.6%0.007%
4/17/2026 XML Financial LLC24,400$1.09M0.1%+11.4%0.014%
4/17/2026 Capital Advisors Ltd. LLC2,032$91K0.0%N/A0.001%
4/17/2026 Brookstone Capital Management91,103$4.07M0.0%-0.5%0.051%
4/17/2026 Everstar Asset Management LLC4,883$218K0.1%-22.2%0.003%
4/16/2026 Upper Left Wealth Management LLC11,907$531K0.3%-21.0%0.007%
4/16/2026 CWC Advisors LLC.11,433$510K0.2%-21.4%0.006%
4/16/2026 Balboa Wealth Partners29,214$1.30M0.2%+3.8%0.016%
4/16/2026 Terra Nova Asset Management LLC130,834$5.84M4.3%-2.2%0.073%
4/16/2026 Sheets Smith Wealth Management55,444$2.47M0.3%-3.2%0.031%
3/17/2026Rockefeller Capital Management L.P.177,231$7.28M0.0%+121.5%0.098%
3/16/2026Osbon Capital Management LLC26,658$1.10M1.0%N/A0.015%
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3/9/2026Corient Private Wealth LLC28,122$1.16M0.0%+5.1%0.016%
3/2/2026 CFO Capital Management LLC10,350$425K0.3%N/A0.006%
2/24/2026Barnes Wealth Management Group Inc9,550$392K0.2%-3.3%0.005%
2/24/2026 Clear Retirement Advice LLC119,652$4.92M3.9%N/A0.066%
2/23/2026Virtu Financial LLC100,320$4.12M0.2%N/A0.055%
2/23/2026 Blue Capital Inc.27,645$1.14M0.8%-33.0%0.015%
2/19/2026Compound Planning Inc.85,044$3.49M0.1%+1.7%0.047%
2/19/2026Claris Financial LLC20,139$827K0.4%N/A0.011%
2/19/2026 Axxcess Wealth Management LLC14,460$594K0.0%N/A0.008%
2/19/2026Corient Private Wealth LLC28,523$1.16M0.0%+6.6%0.016%


SGOL Institutional Ownership - Frequently Asked Questions

During the previous two years, 456 institutional investors and hedge funds held shares of abrdn Physical Gold Shares ETF. The most heavily invested institutionals were Metis Global Partners LLC ($252.66M), JPMorgan Chase & Co. ($179.42M), Bank of America Corp DE ($137.80M), Wells Fargo & Company MN ($124.34M), Morgan Stanley ($95.30M), LPL Financial LLC ($84.61M), and Proficio Capital Partners LLC ($75.57M).Learn more on abrdn Physical Gold Shares ETF's institutional investors.

Of the 393 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: Metis Global Partners LLC ($3.52M), Proficio Capital Partners LLC ($2.90M), Quadrature Capital Ltd ($2.14M), JPMorgan Chase & Co. ($1.21M), Pure Portfolios Holdings LLC ($1.08M), Waverly Advisors LLC ($926.75K), and Global View Capital Management LLC ($886.28K).

Institutional investors have bought a total of 14,755,852 shares in the last 24 months. This purchase volume represents approximately $549.43M in transactions.

Of the 207 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: Quadrature Capital Ltd ($1.21M), Global View Capital Management LLC ($800.86K), Guardian Point Capital LP ($700K), Metis Global Partners LLC ($658.10K), BNP Paribas Financial Markets ($642.33K), Tudor Investment Corp ET AL ($611.53K), and JPMorgan Chase & Co. ($378.48K).

Institutional investors have sold a total of 9,123,514 shares in the last 24 months. This volume of shares sold represents approximately $342.97M in transactions.



This page (NYSEARCA:SGOL) was last updated on 5/15/2026 by MarketBeat.com Staff.
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