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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

461 managers (466 13F filers) reported a position in SGOL shares at 2026-06-30, 63,445,334 shares in all. 40 filers opened a position and 60 filers sold out during the quarter.

Managers
461
13F filers
466
New
40
Added
128
Reduced
149
Sold out
60
Shares held by filers
63,445,334

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Metis Global Partners, LLC7,792,850$298M6.76%+1,202,13713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,958,333$266M0.02%+604,69413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,380,464$129M0.01%-34,49613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,852,930$109M0.02%-234,42613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,317,629$88.6M<0.01%+59,42213F-HRTimelineGroup
LPL Financial LLC1,899,023$72.6M0.02%-373,18313F-HRTimeline
UBS Group AGgroup of 2 filers holding1,733,447$66.3M+53,630Timeline
HighTower Advisors, LLC1,566,338$59.9M0.06%+31,65713F-HRTimeline
Almanack Investment Partners, LLC.1,050,514$40.2M5.12%+53,40613F-HRTimeline
Waverly Advisors, LLC966,282$36.9M0.21%+12,55413F-HRTimeline
Ethos Financial Group, LLC928,068$35.7M2.39%-96,32813F-HRTimeline
NewEdge Advisors, LLC695,666$26.6M0.08%+393,00613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…669,550$25.6M0.05%-85,00013F-HRTimelineGroup
Jain Global LLC644,220$24.6M0.29%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.633,001$24.2M0.03%+50,77113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding628,037$24M-75,585Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding621,536$23.8M-96,979Timeline
W1M Asset Management Ltd604,978$23.1M0.21%+30,29013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA597,450$22.8M<0.01%-66,05513F-HRTimelineGroup
Cetera Investment Advisers554,175$21.2M0.02%-2,50013F-HRTimeline
MAI Capital Management552,145$21.1M0.08%+10,40613F-HRTimeline
Global View Capital Management LLC524,023$20M4.14%-135,52913F-HRTimeline
BFSG, LLC501,622$19.2M1.7%+2,18013F-HRTimeline
Towneley Capital Management, Inc / DE498,155$19M3.74%+34213F-HRTimeline
Encompass More Asset Management495,540$18.9M2.78%-11,33213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC483,018$18.5M0.01%-42,15413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC463,007$17.7M0.04%+91,49613F-HRTimeline
Ameliora Wealth Management Ltd.460,484$17.6M5.23%-10,53013F-HRTimeline
WT Wealth Management411,067$15.7M4.35%-15,56613F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV406,785$15.6M2.58%-1,47913F-HRTimeline
Stonebridge Financial Group, LLC403,471$15.4M1.17%+12,74113F-HRTimeline
Blue Trust, Inc.391,720$15M0.16%-7,13013F-HRTimeline
Merit Financial Group, LLC368,968$14.1M0.09%+7,32313F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC360,880$13.8M0.43%new13F-HRTimelineGroup
MRWM Advisors, LLC337,082$12.9M5.3%+8,78513F-HRTimeline
Choate Investment Advisors333,575$12.8M0.22%-4,06913F-HRTimeline
Norris Financial Group, LLC326,883$12.5M4.97%+20,49813F-HRTimeline
Mountain Lake Investment Management LLC324,355$12.4M7.72%-56313F-HRTimeline
Newman Dignan & Sheerar, Inc.321,721$12.3M2.35%-9,05113F-HRTimeline
180 WEALTH ADVISORS, LLC312,216$11.9M1.2%-4,20413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC311,808$11.9M<0.01%+7,22713F-HRTimelineGroup
Cambridge Investment Research Advisors,…311,684$11.9M0.03%+15,66013F-HR/ATimeline
Savvy Advisors, Inc.305,941$11.7M0.25%-42,86313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.303,907$11.6M0.01%+21,96113F-HRTimelineGroup
GUARDIAN POINT CAPITAL, LPin group GUARDIAN POINT CAPITAL, LP300,000$11.5M3.53%-300,00013F-HRTimelineGroup
E Fund Management Co., Ltd.299,341$11.4M0.26%-7,54913F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd286,636$11M0.02%13F-HRTimelineGroup
Focus Financial Network, Inc.283,322$10.8M0.34%-75,09413F-HRTimeline
China Universal Asset Management Co., L…276,500$10.6M0.63%013F-HRTimeline
Timber Creek Capital Management LLC268,201$10.3M2.09%+5,50013F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC267,965$10.2M7.83%-32,89813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\266,931$10.2M0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC260,026$9.94M0.01%+33,93113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources256,987$9.82M<0.01%-1,88413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP253,156$9.81M<0.01%+50,40913F-HRTimelineGroup
Cypress Capital, LLC255,306$9.76M2.65%-5,03813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC244,324$9.34M0.01%-38,32513F-HRTimeline
Avestar Capital, LLC241,512$9.23M0.55%+4,33713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC239,696$9.16M0.08%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …237,105$9.06M0.3%-62,07513F-HRTimelineGroup
Empirical Asset Management, LLC231,691$8.86M1.99%+20,09713F-HRTimeline
Capital Management Associates, Inc228,670$8.74M1.76%-33,86313F-HRTimeline
Allen Capital Group, LLC219,428$8.39M0.69%-243,77013F-HRTimeline
Fiduciary Alliance LLC191,378$7.32M0.49%-59,67913F-HRTimeline
New Harbor Financial Group, LLC185,905$7.11M1.13%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL166,110$6.35M0.03%+60813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP165,848$6.34M0.01%+29,04313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…165,410$6.32M0.01%-35,58913F-HRTimelineGroup
Empowered Funds, LLC164,705$6.3M0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS161,221$6.16M0.01%+7,93613F-HRTimeline
BCM ADVISORS, LLC156,755$6.05M1.18%+4,66013F-HRTimeline
CHOREO, LLC153,534$5.87M0.06%-94213F-HRTimeline
Ervin Investment Management, LLC153,105$5.85M3.18%+8,68513F-HRTimeline
Avos Capital Management, LLC149,878$5.73M2.38%+3,51613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…147,686$5.65M0.01%-173,89913F-HRTimelineGroup
Clear Retirement Advice LLC146,485$5.6M3.83%+24,80813F-HRTimeline
Luminist Capital LLC146,239$5.59M6.28%+18,79013F-HRTimeline
LaSalle St. Investment Advisors, LLC138,405$5.29M0.65%+6,11613F-HRTimeline
Terra Nova Asset Management LLC131,151$5.01M3.07%+31713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth127,345$4.87M<0.01%-3,37113F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…126,335$4.83M0.16%-22,23813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC122,660$4.69M0.01%+77,09813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,155$4.67M<0.01%-128,45813F-HRTimelineGroup
MONECO ADVISORS, LLC121,068$4.63M0.28%-30,01613F-HRTimeline
Proficio Capital Partners LLC120,423$4.6M0.17%013F-HRTimeline
Arete Wealth Advisors, LLC116,948$4.47M0.3%+11,86713F-HR/ATimeline
Go Invest LLC115,884$4.43M1.04%+10,57413F-HRTimeline
SYON CAPITAL LLC115,136$4.4M0.19%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…114,311$4.37M<0.01%-25,68813F-HRTimelineGroup
Narwhal Capital Management112,946$4.32M0.3%-30213F-HRTimeline
EP Wealth Advisors, LLC111,678$4.27M0.02%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …107,937$4.13M0.03%013F-HRTimelineGroup
Arkadios Wealth Advisors106,936$4.09M0.06%+2,78913F-HRTimeline
Wealth Watch Advisors, INC103,618$3.96M1.29%-19,51113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC103,048$3.94M0.01%+8,80713F-HRTimelineGroup
WCG Wealth Advisors LLC102,536$3.92M0.09%+25813F-HRTimeline
Kastel Capital Advisors, LLC83,754$3.74M2.36%-19,59313F-HRTimeline
Atlatl Advisers LLC96,689$3.7M0.88%+95213F-HRTimeline
SEEDS INVESTOR LLC96,681$3.7M0.38%+1,44413F-HRTimeline
Eurizon Asset Management Hungary Ltd.94,750$3.62M3.86%+9,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management94,130$3.6M0.04%+3,02713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,733$3.59M0.01%+1,24213F-HRTimeline
Cresset Asset Management, LLC92,517$3.54M0.01%013F-HRTimeline
Centurion Wealth Management LLC92,305$3.53M0.84%-1,25013F-HRTimeline
Compound Planning, Inc.88,736$3.39M0.09%+3,33213F-HRTimeline
Stillwater Private Wealth, LLC80,701$3.39M2.21%-61,05013F-HRTimeline
HARBOUR INVESTMENTS, INC.86,895$3.32M0.04%-99,26313F-HRTimeline
Kensington Asset Management, LLC86,301$3.3M0.18%-160,76513F-HRTimeline
Pekin Hardy Strauss, Inc.84,715$3.24M0.29%-25013F-HRTimeline
Creative Planningin group Creative Planning84,046$3.21M<0.01%+2,88713F-HRTimelineGroup
Global Assets Advisory, LLC82,828$3.21M0.7%+1,10113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK82,719$3.16M0.26%13F-HRTimeline
True North Advisors, LLC76,532$2.93M0.28%new13F-HRTimeline
MATAURO, LLC76,411$2.92M0.39%+1,80013F-HRTimeline
Aspect Partners, LLC76,400$2.92M1.09%-2,38113F-HRTimeline
Sowell Financial Services LLC72,897$2.79M0.09%+4,46713F-HRTimeline
Turner Financial Group, Inc.69,974$2.68M2.66%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC69,696$2.66M0.3%-1,28413F-HRTimeline
A. D. Beadell Investment Counsel, Inc.66,975$2.56M1.64%-30013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…62,890$2.4M0.03%+16,35013F-HRTimelineGroup
AMARA FINANCIAL, LLC.62,504$2.39M1.43%+6,11213F-HRTimeline
Wealth Alliance Advisory Group, LLC62,017$2.37M0.34%013F-HRTimeline
Private Advisor Group, LLC59,820$2.29M0.01%-2,36513F-HRTimeline
Beacon Pointe Advisors, LLC59,458$2.27M0.01%+9,12313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC58,642$2.24M0.28%-7013F-HRTimeline
Mirabaud & Cie SA57,964$2.22M0.89%013F-HRTimeline
Mutual Advisors, LLC57,164$2.19M0.04%-1,44013F-HRTimeline
Xcel Wealth Management, LLC56,835$2.17M0.52%+1,00013F-HRTimeline
BOS Asset Management, LLC55,958$2.14M0.5%-14,71713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT55,878$2.14M0.21%+43413F-HRTimeline
IHT Wealth Management, LLC55,638$2.13M0.05%+54013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC55,331$2.12M<0.01%new13F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$2.08M0.5%new13F-HRTimelineAmount filed as zero, left out of ratios.
Marble Harbor Investment Counsel, LLC54,350$2.08M0.21%013F-HRTimeline
Legacy Wealth Asset Management, LLC53,649$2.05M0.45%-60513F-HRTimeline
IFP Advisors, Inc52,629$2.01M0.04%+3,31413F-HRTimeline
OneDigital Investment Advisors LLC51,797$1.98M0.02%-5,52913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC51,114$1.95M0.02%+6,22413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC51,006$1.95M<0.01%-11,89513F-HRTimelineGroup
Plan Group Financial, LLC50,600$1.93M0.4%-1,00013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC50,037$1.91M0.01%+3,16313F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC50,000$1.91M0.04%+14,10013F-HRTimeline
Resonant Capital Advisors, LLC49,498$1.89M0.09%+1,83913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …48,150$1.84M0.02%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK47,097$1.8M0.01%013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC46,732$1.79M0.12%-253,74713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding46,199$1.77M-356Timeline
Arta Finance Wealth Management LLC46,117$1.76M0.75%+1,01813F-HRTimeline
Decker Retirement Planning Inc.43,056$1.65M0.56%+11,32413F-HRTimeline
Wealthfront Advisers LLC42,846$1.64M<0.01%-1,77013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,773$1.6M0.02%+29413F-HRTimelineGroup
Coppell Advisory Solutions LLC2,988$1.58M0.17%new13F-HRTimeline
Foundations Investment Advisors, LLC41,234$1.58M0.02%-41,34613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.40,984$1.57M0.13%-1,72113F-HRTimelineGroup
Elite Financial, Inc.40,001$1.53M0.62%-1,00013F-HRTimeline
Investment Partners Asset Management, I…38,770$1.48M0.83%-69313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management38,000$1.45M0.19%013F-HRTimelineGroup
World Investment Advisors31,764$1.41M0.02%+60013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC36,929$1.41M0.01%-1,97013F-HRTimelineGroup
MATHER GROUP, LLC.36,085$1.38M0.01%-3,57513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/34,953$1.34M0.11%-1,65513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC34,550$1.32M0.68%013F-HRTimeline
Cooper Financial Group34,316$1.31M0.11%+2,79013F-HRTimeline
Anson Capital, Inc.34,027$1.3M0.85%-9,73213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,560$1.28M0.01%-7,01913F-HRTimelineGroup
LFG Wealth Partners, LLC33,448$1.28M0.6%+10,50013F-HRTimeline
Cauble & Harre Wealth Management, Inc.32,992$1.26M1.01%-8,75513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.32,707$1.25M0.05%+4,51813F-HRTimeline
Belpointe Asset Management LLC32,231$1.23M0.04%-20,92613F-HRTimeline
Premier Private Wealth Management LLC31,819$1.22M1.06%-1,97913F-HRTimeline
Upper Left Wealth Management, LLC31,740$1.21M0.67%+19,83313F-HRTimeline
Paragon Private Wealth Management, LLC31,537$1.21M0.31%-42613F-HRTimeline
TWO SIGMA SECURITIES, LLC31,510$1.2M0.1%new13F-HRTimeline
HB Wealth Management, LLC31,310$1.2M0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,197$1.19M<0.01%-63213F-HR/ATimeline
WHITTIER TRUST CO30,069$1.19M0.01%-23113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED30,814$1.18M0.07%-72113F-HRTimeline
White Lighthouse Investment Management …30,682$1.17M0.15%-18313F-HRTimeline
SCS Capital Management LLC30,517$1.17M0.01%013F-HRTimeline
CoreCap Advisors, LLC30,262$1.16M0.03%+1,25213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC30,133$1.15M0.14%13F-HRTimeline
Balboa Wealth Partners29,580$1.13M0.15%+36613F-HRTimeline
Financial & Tax Architects, LLC29,488$1.13M0.24%+1,95413F-HRTimeline
INGALLS & SNYDER LLC29,340$1.12M0.03%013F-HRTimeline
Allied Private Wealth LLC28,673$1.11M0.71%13F-HRTimeline
Blue Capital, Inc.28,541$1.09M0.69%+91013F-HRTimeline
Allworth Financial LP27,763$1.06M<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,672$1.06M<0.01%+4,59113F-HR/ATimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…27,575$1.05M0.14%+4,50013F-HRTimelineGroup
PFG Investments, LLC27,524$1.05M0.04%+2,45113F-HRTimeline
Osbon Capital Management LLC26,658$1.02M0.8%013F-HRTimeline
Sequoia Financial Advisors, LLC26,500$1.01M0.01%+20013F-HRTimeline
SCOTIA CAPITAL INC.26,206$1M<0.01%-7513F-HRTimeline
Resurgent Financial Advisors LLC25,638$980K0.27%-10313F-HRTimeline
Fielder Capital Group LLC25,545$977K0.21%-48813F-HRTimeline
ROMAN BUTLER FULLERTON & CO25,416$968K0.23%+19813F-HRTimeline
Farther Finance Advisors, LLC25,283$967K0.01%+76913F-HRTimeline
Western Wealth Management, LLC25,244$965K0.03%+58513F-HRTimeline
EPG Wealth Management LLC25,208$964K0.23%013F-HRTimeline
Bay Capital Advisors, LLC25,162$962K0.52%-45513F-HRTimeline