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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

abrdn Physical Gold Shares ETF logo
$43.73 -0.70 (-1.58%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
267
Total
Institutional Inflows
(last 12 months)
$445.62M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$291.77M
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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
8/23/2026 Anson Capital Inc.34,027$1.30M0.9%-22.2%0.019%
8/23/2026 Ameliora Wealth Management Ltd.460,484$17.60M5.2%-2.2%0.257%
8/23/2026 Avos Capital Management LLC149,878$5.73M4.8%+2.4%0.084%
8/22/2026 Compass Financial Management LLC30,133$1.15M0.1%N/A0.017%
8/22/2026 Turner Financial Group Inc.69,974$2.68M2.7%N/A0.039%
8/22/2026 Concurrent Investment Advisors LLC12,872$492K0.0%+12.2%0.007%
8/21/2026 WorthPointe LLC20,220$773K0.2%-38.2%0.011%
8/21/2026 Paragon Private Wealth Management LLC31,537$1.21M0.3%-1.3%0.018%
8/21/2026 Firestone Capital Management8,511$325K0.1%+43.5%0.005%
8/21/2026 XML Financial LLC23,400$895K0.1%-4.1%0.013%
8/20/2026 A. D. Beadell Investment Counsel Inc.66,975$2.56M1.6%-0.4%0.037%
8/12/2026 Compass Financial Management LLC30,133$1.15M0.1%N/A0.017%
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%
6/11/2026 LFG Wealth Partners LLC22,948$1.02M0.6%+5.9%0.013%
6/10/2026 Curry Webb Wealth Management LLC8,876$396K0.2%N/A0.005%
6/3/2026 Stillwater Private Wealth LLC141,751$6.32M5.4%N/A0.079%
6/3/2026 Parallel Advisors LLC11,852$529K0.0%+4.6%0.007%
6/3/2026 NewEdge Advisors LLC302,660$13.51M0.0%+30.9%0.169%
5/27/2026 Allen Capital Group LLC463,198$20.67M1.8%-0.2%0.258%
5/26/2026 Glenmede Trust Co. NA4,719$211K0.0%-31.9%0.003%
5/22/2026 Segall Bryant & Hamill LLC4,776$236K0.0%N/A0.003%
5/21/2026 Kensington Asset Management LLC247,066$11.02M0.5%-11.1%0.138%
5/20/2026 Arete Wealth Advisors LLC105,081$4.69M0.3%-8.6%0.059%
5/20/2026 Norris Financial Group LLC306,385$13.67M4.5%N/A0.171%
5/19/2026 Western Wealth Management LLC24,659$1.10M0.0%+1.0%0.014%
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5/19/2026McIlrath & Eck LLC1,948$87K0.0%N/A0.001%
5/19/2026 Bank of America Corp DE3,414,960$152.38M0.0%-10.6%1.906%
5/19/2026 Arkadios Wealth Advisors104,147$4.65M0.1%-0.3%0.058%
5/19/2026 Arete Wealth Advisors LLC105,081$4.69M0.3%-8.6%0.059%
5/18/2026 EverSource Wealth Advisors LLC25,812$1.15M0.0%-1.4%0.014%
5/18/2026 Royal 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%
5/15/2026 Gateway Wealth Partners LLC6,726$300K0.0%N/A0.004%
5/15/2026 Wealth Watch Advisors INC123,129$5.49M2.3%+24.1%0.069%
5/15/2026 Guardian Point Capital LP600,000$26.77M11.0%-53.8%0.335%
5/15/2026 Waverly Advisors LLC953,728$42.56M0.3%+3,435.6%0.532%
5/15/2026 Boreal Capital Management LLC11,582$517K0.5%N/A0.006%
5/14/2026 Renaissance Technologies LLC147,800$6.60M0.0%+198.6%0.082%
5/14/2026 Compound 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%
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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%
4/28/2026DGS Capital Management LLC7,113$317K0.1%N/A0.004%
4/28/2026 Stephens Inc. AR46,540$2.08M0.0%+555.5%0.026%
4/28/2026GM 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%


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 392 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 11,165,909 shares in the last 24 months. This purchase volume represents approximately $445.62M in transactions.

Of the 181 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), Guardian Point Capital LP ($700K), Metis Global Partners LLC ($658.10K), Tudor Investment Corp ET AL ($611.53K), Global View Capital Management LLC ($407.26K), Bank of America Corp DE ($404.34K), and JPMorgan Chase & Co. ($378.48K).

Institutional investors have sold a total of 7,242,281 shares in the last 24 months. This volume of shares sold represents approximately $291.77M in transactions.



Institutional ownership data for NYSEARCA:SGOL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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