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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

462 managers (467 13F filers) reported a position in SGOL shares at 2026-06-30, 63,441,448 shares in all. 40 filers opened a position and 60 filers sold out during the quarter.

Managers
462
13F filers
467
New
40
Added
127
Reduced
149
Sold out
60
Shares held by filers
63,441,448

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
STAPP WEALTH MANAGEMENT, PLLC24,869$951K1.24%-18513F-HRTimeline
Betterment LLC24,815$949K<0.01%+7613F-HRTimeline
Chicago Capital, LLC24,740$946K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,644$942K<0.01%-2,33513F-HRTimelineGroup
Worth Asset Management, LLC24,135$923K0.3%-78,02513F-HRTimeline
WOLFF WIESE MAGANA LLC23,856$912K0.42%-16413F-HRTimeline
Banco BTG Pactual S.A.23,760$908K0.12%new13F-HRTimeline
Ausdal Financial Partners, Inc.23,511$899K0.04%+9,09913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,485$898KnewTimeline
XML Financial, LLC23,400$895K0.07%-1,00013F-HRTimeline
Leelyn Smith, LLC23,325$892K0.11%-1,68813F-HRTimeline
Pegasus Asset Management, Inc.21,935$839K0.24%+2,33113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD21,903$837K0.35%new13F-HRTimeline
Janney Montgomery Scott LLC21,851$835K<0.01%-2,62513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,809$834K0.01%-4613F-HRTimelineGroup
Perigon Wealth Management, LLC21,776$832K0.01%-2,68813F-HRTimeline
Tradition Wealth Management, LLC21,153$809K0.05%-69113F-HRTimeline
Safeguard Investment Advisory Group, LLC20,873$798K0.18%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.20,737$793K<0.01%-15,49913F-HRTimelineGroup
Elevate Capital Advisors, LLC20,310$776K0.43%-8,93713F-HRTimeline
WorthPointe, LLC20,220$773K0.19%-12,47913F-HRTimeline
Seven Post Investment Office LP20,093$768K0.22%013F-HRTimeline
GeoWealth Management, LLC20,021$765K0.02%-30,38413F-HRTimeline
Madden Advisory Services, Inc.19,608$750K0.27%013F-HRTimeline
AE Wealth Management LLC19,543$747K<0.01%+1,95413F-HRTimeline
Mission Financial Group, LLC19,446$743K0.62%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,346$739K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC19,128$731K<0.01%+8,86413F-HRTimelineGroup
American Money Management, LLC18,806$719K0.1%+29313F-HRTimeline
WEDBUSH SECURITIES INC18,618$712K0.02%+81413F-HRTimeline
Acorn Wealth Advisors, LLC18,607$711K0.17%+20513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,097$692K0.02%-7,71513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,989$688K0.01%-2,91813F-HRTimeline
Lifeworks Advisors, LLC17,841$682K0.07%-3,36313F-HRTimeline
D.A. DAVIDSON & CO.17,642$674K<0.01%-10,44713F-HRTimeline
Penbrook Management LLC17,080$653K0.42%-7513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC17,002$650K0.28%013F-HRTimeline
AMG National Trust Bank17,000$650K0.01%+2,00013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,833$644K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC16,711$639K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC16,691$638K0.48%+1,65013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,511$631K<0.01%+2,73413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,468$630K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC15,867$629K0.06%-110,04813F-HRTimeline
Nikulski Financial, Inc.16,421$628K0.14%-1,21613F-HRTimeline
Beaumont Financial Advisors, LLC16,175$618K0.04%013F-HRTimeline
Atria Investments, Inc16,033$613K0.01%-6,10513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC15,987$611K0.33%013F-HRTimeline
Argyle Capital Partners, LLC15,957$610K0.38%+1,14213F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC15,700$600K0.03%+90013F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC15,636$598K0.06%013F-HRTimeline
Key Client Fiduciary Advisors, LLC15,398$589K0.17%+1,60213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.15,302$585K0.06%013F-HRTimeline
Financial Designs Corp15,150$579K0.31%+1,95513F-HRTimeline
FAS Wealth Partners, Inc.15,100$577K0.03%-1,87113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS14,972$572K0.06%new13F-HRTimeline
Summit Financial, LLC14,810$566K0.01%013F-HRTimeline
Madson Wealth Advisors Inc14,800$566K0.38%013F-HRTimeline
WESBANCO BANK INC14,346$548K0.01%+6,94213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,152$541K<0.01%-65,94113F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …14,000$535K<0.01%013F-HRTimelineGroup
WealthPlan Investment Management, LLC13,779$527K0.03%-413F-HRTimeline
Valmark Advisers, Inc.13,569$519K0.01%+65913F-HRTimeline
Kraft, Davis & Associates, LLC13,197$511K0.11%013F-HRTimeline
Syntegra Private Wealth Group, LLC13,018$498K0.04%013F-HRTimeline
Independence Bank of Kentucky12,950$495K0.06%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…12,950$495K0.14%-50013F-HRTimeline
Steward Partners Investment Advisory, L…12,905$493K<0.01%-59813F-HRTimeline
Sierra Legacy Group12,875$492K0.38%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,872$492K<0.01%+1,40013F-HRTimelineGroup
AWM CAPITAL, LLC12,794$489K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc12,629$483K0.02%013F-HRTimeline
PINKERTON WEALTH, LLC10,796$482K0.04%-2,01613F-HRTimeline
Cascade Financial Partners, LLC12,370$473K0.04%013F-HRTimeline
Sigma Planning Corp12,302$470K0.01%-6,82013F-HRTimeline
Arax Advisory Partners12,229$468K<0.01%+3,86113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,209$467K<0.01%-71513F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC12,200$466K0.03%013F-HRTimeline
City Center Advisors, LLC12,128$464K0.38%+87913F-HRTimeline
Family Capital Trust Co12,100$462K0.15%013F-HR/ATimeline
Advisory Services Network, LLC12,010$459K0.01%-74513F-HRTimeline
Pacific Park Financial, Inc.11,988$458K0.27%-2013F-HRTimeline
ETF Store, Inc.11,949$457K0.38%+11713F-HRTimeline
Cassaday & Co Wealth Management LLC11,843$453K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC11,835$452K0.02%+48413F-HRTimeline
Sovereign Financial Group, Inc.11,807$451K0.07%-1,23813F-HRTimeline
Boreal Capital Management LLC11,582$443K0.33%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,539$441K0.01%013F-HRTimelineGroup
CWC Advisors, LLC.11,433$437K0.19%013F-HRTimeline
Parallel Advisors, LLC11,389$435K0.01%-46313F-HRTimeline
Finhabits Advisors LLC11,378$435K0.37%-1,23813F-HRTimeline
Cordoba Advisory Partners LLC11,358$434K0.09%013F-HRTimeline
Timonier Family Office, LTD.11,153$426K0.12%13F-HRTimeline
Mayfair Advisory Group, LLC11,000$424K0.13%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,006$421K0.01%new13F-HRTimeline
LB Partners LLC11,000$421K0.29%013F-HRTimeline
SlateStone Wealth, LLC10,980$420K0.03%013F-HRTimeline
Cardinal Point Capital Management ULC10,892$416K0.02%013F-HRTimeline
NWAM LLC10,879$416K0.02%-22213F-HRTimeline
Grove Bank & Trust10,856$415K0.04%new13F-HRTimeline
Asset Advisors Investment Management, L…10,800$413K0.04%-3,00013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,766$412K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.10,686$409K0.15%-3013F-HRTimeline
Leo H. Evart, Inc.10,677$408K0.32%013F-HRTimeline
PATRON PARTNERS, LLC10,652$407K0.16%+2,86513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,492$401K<0.01%-5,58713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,470$400K0.02%013F-HRTimelineGroup
Financial Insights, Inc.10,318$394K0.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,316$394K0.01%-26713F-HRTimeline
West Branch Capital LLC10,178$389K0.09%-68113F-HRTimeline
Prospera Financial Services Inc10,059$385K0.01%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC9,863$377K0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC9,840$376K0.02%-313F-HRTimeline
Curtis Advisory Group, LLC9,780$374K0.07%013F-HRTimeline
NORTHLAND SECURITIES, INC.9,766$373K0.22%+1313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,722$372K0.02%+7,92213F-HRTimelineGroup
Apriem Advisors9,629$368K0.03%-10013F-HRTimeline
Capital Wealth Alliance, LLC9,594$367K0.17%-12313F-HRTimeline
&PARTNERS9,576$366K<0.01%-16013F-HRTimeline
Modern Wealth Management, LLC9,519$364K<0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc9,315$356K0.16%+1113F-HRTimeline
Skyline Advisors, Inc.9,000$344K0.11%013F-HRTimeline
TrustWell Financial Advisors, LLC8,970$343K0.29%013F-HRTimeline
Curry Webb Wealth Management LLC8,876$339K0.14%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,850$338K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,581$328K<0.01%+13313F-HRTimelineGroup
True Freedom Investing, LLC7,349$328K0.03%013F-HRTimeline
Snowden Capital Advisors LLC8,573$328K0.01%-58913F-HRTimeline
Firestone Capital Management8,511$325K0.06%+2,57913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,277$316K0.01%-5,03913F-HRTimeline
Darwin Wealth Management, LLC8,277$316K0.09%013F-HRTimeline
SFMG, LLC8,238$315K0.02%-1,76213F-HRTimeline
BLVD Private Wealth, LLC8,215$314K0.23%013F-HRTimeline
Legacy Bridge, LLC8,142$311K0.1%013F-HRTimeline
Rehmann Capital Advisory Group8,131$311K0.01%013F-HRTimeline
VICUS CAPITAL8,090$309K0.02%-10013F-HRTimeline
Channing Global Advisors, LLC7,967$305K0.16%+1,49213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,930$303K0.08%013F-HRTimeline
Paragon Advisors, LLC7,841$300K0.06%-3513F-HRTimeline
Independent Wealth Network Inc.7,837$300K0.08%+15913F-HRTimeline
Strategic Blueprint, LLC7,832$299K0.01%013F-HRTimeline
Larson Financial Group LLC7,823$299K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC7,820$299K0.15%+43513F-HRTimeline
Castle Rock Wealth Management, LLC7,767$299K0.06%+17113F-HRTimeline
Silver Lake Advisory, LLC7,717$295K0.11%013F-HRTimeline
Hudock, Inc.7,705$295K0.04%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …7,569$289K0.15%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC7,565$289K<0.01%013F-HR/ATimeline
TIAAgroup of 2 filers holding7,458$285K+2,769Timeline
B & T Capital Management DBA Alpha Capi…7,443$285K0.04%013F-HRTimeline
Global Retirement Partners, LLC7,425$284K<0.01%13F-HRTimeline
Koshinski Asset Management, Inc.7,406$283K0.02%-10013F-HRTimeline
Nemes Rush Group LLC7,184$275K0.02%013F-HRTimeline
Sanctuary Advisors, LLC7,152$273K<0.01%-4913F-HRTimeline
Greenline Partners, LLC7,056$270K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC6,944$265K0.02%new13F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC6,899$264K0.09%013F-HRTimelineGroup
Valeo Financial Advisors, LLC6,850$262K0.01%013F-HRTimeline
Carolina Wealth Management Inc6,718$257K0.12%13F-HRTimeline
Clearstead Advisors, LLC6,655$254K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.6,545$250K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,545$250K<0.01%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,445$246K0.1%-16013F-HRTimeline
SAGE RHINO CAPITAL LLC6,425$246K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,409$245K0.01%+33213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC6,400$245K0.1%013F-HRTimeline
Urban Wealth Management, LLC6,337$242K0.21%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,319$242K<0.01%-10313F-HRTimelineGroup
Advyzon Investment Management, LLC6,310$241K0.02%+1,70013F-HRTimeline
Capital Investment Counsel, LLC6,287$240K0.03%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC6,173$236K0.05%-113F-HRTimeline
First Business Financial Services, Inc.6,096$233K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,049$231K<0.01%-5,88413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,988$229K<0.01%+18213F-HRTimelineGroup
Elevated Capital Advisors, LLC5,917$226K0.06%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC5,784$221K0.06%013F-HR/ATimeline
MGO ONE SEVEN LLC5,773$221K<0.01%+3413F-HRTimeline
Goldstein Advisors, LLC5,720$219K0.02%new13F-HRTimeline
Bluespring Wealth Management, LLC5,565$213K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,421$207K0.05%new13F-HRTimeline
Verity Asset Management, Inc.5,420$207K0.08%new13F-HRTimeline
Index Fund Advisors, Inc.5,406$207K0.01%new13F-HRTimeline
Optivise Advisory Services LLC5,385$206K0.1%-1,33013F-HRTimeline
Wedmont Private Capital5,253$205K0.01%013F-HRTimeline
Certified Advisory Corp5,364$205K0.02%new13F-HRTimeline
Curi Capital, LLC5,355$205K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,796$183K0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…4,661$178K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,619$177K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT4,220$161K0.01%013F-HRTimeline
LGT Financial Advisors LLC4,000$153K0.81%013F-HRTimeline
Tradewinds Capital Management, LLC3,820$146K0.03%013F-HRTimeline
Centerpoint Advisors, LLC3,224$123K0.03%013F-HRTimeline
Sachetta, LLC3,145$120K0.06%-2013F-HRTimeline
Security National Bank2,750$105K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,712$104K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,655$102K<0.01%-10,98913F-HRTimelineGroup
GHP Investment Advisors, Inc.2,647$101K<0.01%013F-HRTimeline
Asset Dedication, LLC2,561$97.9K0.01%013F-HRTimeline
Dunhill Financial, LLC2,550$97.5K0.02%+30013F-HRTimeline