ABRDN PHYSICAL GOLD SHARES SGOL
$39.24
+2.1% 52w: $31.18 – $51.41
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data31.1841.3051.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
484
+19 QoQ
13F value
$2.85B
+11.6% QoQ
Smart-money holders
17
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.6×
$6.1M calls / $11.0M puts
Institutional value by quarter
Number of holders
Who owns SGOL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | Other | 6.6M | $294.1M | 7.2% | +7.2% |
| JPMORGAN CHASE & CO | Bank broker | 6.4M | $273.2M | 0.0% | +45.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $152.4M | 0.0% | -10.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.1M | $137.8M | 0.0% | +2.0% |
| LPL Financial LLC | Bank broker | 2.3M | $101.4M | 0.0% | +10.3% |
| MORGAN STANLEY | Bank broker | 2.3M | $100.8M | 0.0% | -2.7% |
| UBS Group AG | Bank broker | 1.7M | $75.0M | 0.0% | -3.3% |
| HighTower Advisors, LLC | Diversified mechanical | 1.5M | $68.5M | 0.1% | -16.3% |
| Ethos Financial Group, LLC | Wealth advisor | 1.0M | $45.7M | 3.3% | +2.7% |
| Almanack Investment Partners, LLC. | Wealth advisor | 997.1K | $44.5M | 7.5% | -0.8% |
| Waverly Advisors, LLC | Wealth advisor | 953.7K | $42.6M | 0.3% | +3435.6% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 754.5K | $33.7M | 0.0% | +21.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 708.7K | $31.6M | 0.0% | -29.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 692.7K | $30.9M | 0.1% | +28.2% |
| ROYAL BANK OF CANADA | Bank broker | 663.5K | $29.6M | 0.0% | +5.6% |
| Global View Capital Management LLC | Wealth advisor | 659.6K | $29.4M | 7.8% | +672.1% |
| Jain Global LLC | Quant stat arb | 644.2K | $28.7M | 0.4% | Held |
| Quadrature Capital Ltd | Diversified mechanical | 620.3K | $27.7M | 0.3% | +8327.7% |
| GUARDIAN POINT CAPITAL, LP ★3 | Fundamental concentrated | 600.0K | $26.8M | 11.0% | -53.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 582.2K | $26.0M | 0.0% | +35.0% |
| London & Capital Asset Management Ltd ★2 | Fundamental diversified | 574.7K | $25.6M | 0.3% | -6.8% |
| Cetera Investment Advisers | Wealth advisor | 556.7K | $24.8M | 0.0% | -4.1% |
| MAI Capital Management | Wealth advisor | 541.7K | $24.2M | 0.1% | -1.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 525.2K | $23.4M | 0.0% | -11.2% |
| Encompass More Asset Management | Wealth advisor | 506.9K | $22.6M | 3.8% | +36.5% |
| BFSG, LLC | Other | 499.4K | $22.3M | 2.1% | +0.4% |
| Towneley Capital Management, Inc / DE | Wealth advisor | 497.8K | $22.2M | 4.6% | -14.9% |
| Ameliora Wealth Management Ltd. | Wealth advisor | 471.0K | $21.0M | 6.7% | -19.9% |
| Allen Capital Group, LLC | Wealth advisor | 463.2K | $20.7M | 1.9% | -0.2% |
| CWM, LLC | Wealth advisor | 445.7K | $19.9M | 0.1% | +9.1% |
| WT Wealth Management | Wealth advisor | 426.6K | $19.0M | 5.7% | -5.7% |
| ADVISORS MANAGEMENT GROUP INC /ADV | Other | 408.3K | $18.2M | 3.3% | -4.8% |
| Blue Trust, Inc. | Wealth advisor | 398.9K | $17.8M | 0.2% | -3.5% |
| Stonebridge Financial Group, LLC | Wealth advisor | 390.7K | $17.4M | 1.4% | -9.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 371.5K | $16.6M | 0.0% | -19.3% |
| Merit Financial Group, LLC | Wealth advisor | 361.6K | $16.1M | 0.1% | -3.8% |
| Focus Financial Network, Inc. | Wealth advisor | 358.4K | $16.0M | 0.6% | +0.1% |
| Savvy Advisors, Inc. | Wealth advisor | 348.8K | $15.6M | 0.4% | -24.2% |
| Choate Investment Advisors | Wealth advisor | 337.6K | $15.1M | 0.3% | -2.5% |
| Newman Dignan & Sheerar, Inc. | Wealth advisor | 330.8K | $14.8M | 3.1% | -12.9% |
| MRWM Advisors, LLC | Wealth advisor | 328.3K | $14.6M | 7.9% | -3.5% |
| Mountain Lake Investment Management LLC ★3 | Fundamental concentrated | 324.9K | $14.5M | 9.4% | -10.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 321.6K | $14.3M | 0.0% | +375.0% |
| 180 WEALTH ADVISORS, LLC | Other | 316.4K | $14.1M | 1.6% | +4.8% |
| E Fund Management Co., Ltd. | Other | 306.9K | $13.7M | 0.4% | — |
| Norris Financial Group, LLC | Wealth advisor | 306.4K | $13.7M | 4.5% | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 304.6K | $13.6M | 0.0% | +3.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 302.7K | $13.5M | 0.0% | +30.9% |
| FULCRUM WEALTH ADVISORS, LLC | Other | 300.9K | $13.4M | 11.1% | +6.5% |
| Inspire Advisors, LLC | Wealth advisor | 300.5K | $13.4M | 1.1% | +11.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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