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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

abrdn Physical Gold Shares ETF logo
$37.88 -0.75 (-1.94%)
As of 07/16/2026 04:10 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)
$570.21M
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$357.04M
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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
7/10/2026 West Branch Capital LLC10,178$389K0.1%-6.3%0.006%
7/10/2026 Fiduciary Financial Group LLC69,696$2.66M0.3%-1.8%0.039%
7/10/2026 Financial Designs Corp15,150$579K0.3%+14.8%0.008%
7/9/2026 Key Client Fiduciary Advisors LLC15,398$589K0.2%+11.6%0.009%
7/9/2026 Centurion Wealth Management LLC92,305$3.53M0.8%-1.3%0.052%
7/9/2026 Focus Financial Network Inc.283,322$10.83M0.3%-21.0%0.158%
7/9/2026 Legacy Wealth Asset Management LLC53,649$2.05M0.5%-1.1%0.030%
7/9/2026 Allied Private Wealth LLC28,673$1.11M0.7%N/A0.016%
7/9/2026 Kastel Capital Advisors LLC83,754$3.20M1.9%-19.0%0.047%
7/9/2026 Worth Asset Management LLC24,135$923K0.3%-76.4%0.013%
7/8/2026 Cooper Financial Group34,316$1.31M0.1%+8.8%0.019%
7/7/2026 180 Wealth Advisors LLC312,216$11.94M1.2%-1.3%0.174%
7/7/2026 Grove Bank & Trust10,856$415K0.0%N/A0.006%
7/7/2026 CoreCap Advisors LLC30,262$1.16M0.0%+4.3%0.017%
7/7/2026 City Center Advisors LLC12,128$464K0.4%+7.8%0.007%
7/6/2026 Stonebridge Financial Group LLC403,471$15.43M1.2%+3.3%0.225%
6/11/2026LFG Wealth Partners LLC22,948$1.02M0.6%+5.9%0.013%
6/10/2026Curry Webb Wealth Management LLC8,876$396K0.2%N/A0.005%
6/3/2026Stillwater Private Wealth LLC141,751$6.32M5.4%N/A0.079%
6/3/2026Parallel Advisors LLC11,852$529K0.0%+4.6%0.007%
6/3/2026NewEdge Advisors LLC302,660$13.51M0.0%+30.9%0.169%
5/27/2026Allen Capital Group LLC463,198$20.67M1.8%-0.2%0.258%
5/26/2026Glenmede Trust Co. NA4,719$211K0.0%-31.9%0.003%
5/22/2026Segall Bryant & Hamill LLC4,776$236K0.0%N/A0.003%
5/21/2026Kensington Asset Management LLC247,066$11.02M0.5%-11.1%0.138%
5/20/2026Arete Wealth Advisors LLC105,081$4.69M0.3%-8.6%0.059%
5/20/2026Norris Financial Group LLC306,385$13.67M4.5%N/A0.171%
5/19/2026Western Wealth Management LLC24,659$1.10M0.0%+1.0%0.014%
5/19/2026McIlrath & Eck LLC1,948$87K0.0%N/A0.001%
5/19/2026Bank of America Corp DE3,414,960$152.38M0.0%-10.6%1.906%
5/19/2026Arkadios Wealth Advisors104,147$4.65M0.1%-0.3%0.058%
5/19/2026Arete Wealth Advisors LLC105,081$4.69M0.3%-8.6%0.059%
5/18/2026EverSource Wealth Advisors LLC25,812$1.15M0.0%-1.4%0.014%
5/18/2026Royal Bank of Canada663,505$29.61M0.0%+5.6%0.370%
5/18/2026Evelyn Partners Asset Management Ltd181,793$8.11M2.0%-10.2%0.101%
5/18/2026Evelyn Partners Investment Management LLP9,040$403K0.0%-14.2%0.005%
5/18/2026Evelyn Partners Investment Management Services Ltd50,899$2.27M0.3%-17.9%0.028%
5/15/2026Northeast Financial Group Inc.9,670$431K0.1%+8.0%0.005%
5/15/2026Gateway Wealth Partners LLC6,726$300K0.0%N/A0.004%
5/15/2026Wealth Watch Advisors INC123,129$5.49M2.3%+24.1%0.069%
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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%
5/14/2026Lido Advisors LLC12,394$553K0.0%-33.4%0.007%
5/13/2026Cetera Investment Advisers556,675$24.84M0.0%-4.1%0.311%
5/13/2026Envision Financial Transparency LLC11,074$494K0.5%N/A0.006%
5/8/2026 Cutler Investment Counsel LLC15,636$698K0.1%-5.7%0.009%
5/7/2026Swan Global Investments LLC14,800$660K0.0%-17.4%0.008%
5/7/2026Scarborough Advisors LLC24,994$1.12M0.1%+26,775.3%0.014%
5/7/2026Parallel Advisors LLC11,852$529K0.0%+4.6%0.007%
5/7/2026 Sentinel Trust Co. LBA21,024$938K0.1%N/A0.012%
5/7/2026Eurizon 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%
5/6/2026BCM Advisors LLC152,095$6.54M1.3%-11.2%0.085%
5/5/2026Wealthfront Advisers LLC44,616$1.99M0.0%+28.4%0.025%
5/5/2026D.A. Davidson & CO.28,089$1.25M0.0%+68.9%0.016%
5/5/2026Ethos Financial Group LLC1,024,396$45.70M3.3%+2.7%0.572%
5/5/2026Sanctuary Advisors LLC7,201$321K0.0%-31.5%0.004%
5/5/2026Sigma Planning Corp19,122$853K0.0%-30.6%0.011%
5/5/2026Nwam LLC11,101$495K0.0%-15.7%0.006%
5/4/2026Northland Securities Inc.9,753$435K0.4%+26.7%0.005%
5/4/2026Lifeworks Advisors LLC21,204$946K0.1%-63.6%0.012%
5/2/2026CAP Partners LLC4,792$214K0.1%N/A0.003%
5/2/2026Global Assets Advisory LLC81,727$3.65M0.9%-1.3%0.046%
5/2/2026Castleview Partners LLC9,147$408K0.2%-35.3%0.005%
5/1/2026 180 Wealth Advisors LLC316,420$14.12M1.6%+4.8%0.177%
5/1/2026Fifth Third Bancorp36,882$1.65M0.0%N/A0.021%
5/1/2026 Sachetta LLC3,165$141K0.1%+8.2%0.002%
5/1/2026Advisors Management Group Inc. ADV408,264$18.22M3.3%-4.8%0.228%
5/1/2026Simplicity Wealth LLC6,015$268K0.0%-9.5%0.003%
5/1/2026Sequoia Financial Advisors LLC26,300$1.17M0.0%-4.0%0.015%
5/1/2026 Independence Bank of Kentucky12,950$578K0.1%N/A0.007%
4/30/2026Channing Global Advisors LLC6,475$289K0.2%-86.3%0.004%
4/30/2026Kestra Advisory Services LLC692,666$30.91M0.1%+28.2%0.387%
4/29/2026Axxcess Wealth Management LLC13,316$594K0.0%-7.9%0.007%
4/29/2026Resonant Capital Advisors LLC47,659$2.13M0.1%-10.1%0.027%
4/29/2026 Burney Co.5,761$257K0.0%N/A0.003%
4/28/2026Cypress Capital LLC260,344$11.62M3.3%-18.4%0.145%
4/28/2026DGS Capital Management LLC7,113$317K0.1%N/A0.004%
4/28/2026Stephens Inc. AR46,540$2.08M0.0%+555.5%0.026%
4/28/2026GM Advisory Group LLC15,489$691K0.0%+30.1%0.009%
4/28/2026Walkner Condon Financial Advisors LLC4,697$210K0.0%N/A0.003%
4/28/2026NBT 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%
4/28/2026Koshinski Asset Management Inc.7,506$335K0.0%-4.2%0.004%
4/27/2026IRON Financial LLC5,457$244K0.1%-28.8%0.003%
4/27/2026Leelyn Smith LLC25,013$1.12M0.2%+46.0%0.014%
4/27/2026PFG Investments LLC25,073$1.12M0.1%-2.7%0.014%
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4/27/2026Private Advisor Group LLC62,185$2.78M0.0%+102.4%0.035%
4/27/2026Sound Income Strategies LLC831$38K0.0%+97.9%0.000%
4/25/2026Eagle Bay Advisors LLC15,041$671K0.6%-10.2%0.008%
4/24/2026Essex Financial Services Inc.10,470$467K0.0%-7.4%0.006%
4/24/2026Tcfg Wealth Management LLC6,899$308K0.1%-21.6%0.004%
4/23/2026Financial & Tax Architects LLC27,534$1.23M0.3%-30.1%0.015%
4/23/2026Ameliora Wealth Management Ltd.471,014$21.02M6.7%-19.9%0.263%
4/23/2026TRU Independence Asset Management 2 LLC15,987$713K0.4%+14.2%0.009%
4/23/2026Vicus Capital8,190$365K0.0%-13.1%0.005%
4/22/2026Bay Capital Advisors LLC25,617$1.14M0.7%-1.7%0.014%


SGOL Institutional Ownership - Frequently Asked Questions

During the previous two years, 464 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 ($152.38M), 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 399 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 15,145,584 shares in the last 24 months. This purchase volume represents approximately $570.21M 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 Bank of America Corp DE ($404.34K).

Institutional investors have sold a total of 9,319,087 shares in the last 24 months. This volume of shares sold represents approximately $357.04M in transactions.



This page (NYSEARCA:SGOL) was last updated on 7/17/2026 by MarketBeat.com Staff.
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