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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

383 managers (387 13F filers) reported a position in SGOL shares at 2025-03-31, 59,454,303 shares in all. 52 filers opened a position and 19 filers sold out during the quarter.

Managers
383
13F filers
387
New
52
Added
127
Reduced
113
Sold out
19
Shares held by filers
59,454,303

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GM Advisory Group, LLC20,852$622K0.03%+3613F-HRTimeline
Betterment LLC20,433$609K<0.01%-87613F-HRTimeline
Upper Left Wealth Management, LLC20,109$600K0.43%-1,99913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC19,830$591K<0.01%013F-HR/ATimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…19,782$581K0.09%new13F-HRTimeline
CWC Advisors, LLC.19,363$577K0.33%new13F-HRTimeline
Janney Montgomery Scott LLC19,323$576K<0.01%+2113F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,850$562K0.01%new13F-HRTimeline
Private Advisor Group, LLC18,568$554K<0.01%+3,23113F-HRTimeline
American Money Management, LLC18,258$544K0.1%+1,60013F-HRTimeline
Family Capital Trust Co18,250$544K0.2%013F-HRTimeline
Castleview Partners, LLC18,200$543K0.37%+15,77113F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,193$530K0.21%+3,44613F-HRTimeline
XML Financial, LLC17,700$528K0.05%+2,00013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,422$520K<0.01%-74613F-HRTimelineGroup
Cambria Investment Management, L.P.20,552$515K0.04%013F-HRTimeline
Beaumont Financial Advisors, LLC17,025$508K0.04%013F-HRTimeline
Kraft, Davis & Associates, LLC15,397$496K0.16%013F-HRTimeline
City Center Advisors, LLC16,611$495K0.58%-1,64813F-HRTimeline
Seven Post Investment Office LP16,527$493K0.19%-3613F-HRTimeline
WEDBUSH SECURITIES INC16,329$487K0.02%-50513F-HRTimeline
Promus Capital, LLC16,200$483K0.37%013F-HR/ATimeline
Snowden Capital Advisors LLC16,081$480K0.02%+2,14813F-HRTimeline
NWAM LLC15,997$477K0.04%-46613F-HRTimeline
Asset Advisors Investment Management, L…15,575$464K0.05%013F-HRTimeline
Valeo Financial Advisors, LLC15,400$459K0.01%013F-HRTimeline
Leelyn Smith, LLC15,392$459K0.08%new13F-HRTimeline
Penbrook Management LLC15,340$457K0.35%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…15,305$456K0.17%-38813F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd15,256$455K0.02%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP15,192$453K<0.01%+48213F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC15,000$447K0.05%013F-HRTimeline
AMG National Trust Bank15,000$447K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.14,764$440K<0.01%-5,10613F-HRTimeline
SlateStone Wealth, LLC14,570$434K0.04%013F-HRTimeline
Sovereign Financial Group, Inc.14,136$422K0.1%+63013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC14,000$417K0.31%013F-HRTimeline
Empower Advisory Group, LLC14,000$417K<0.01%013F-HRTimeline
ETF Store, Inc.13,680$408K0.5%-36313F-HRTimeline
Nadler Financial Group, Inc.13,660$407K0.05%-4,65013F-HRTimeline
J.W. COLE ADVISORS, INC.13,641$407K0.01%+1,68813F-HRTimeline
Allworth Financial LP12,754$407K<0.01%-1,61013F-HRTimeline
Steward Partners Investment Advisory, L…13,253$395K<0.01%+8,13713F-HRTimeline
Sierra Legacy Group13,175$393K0.36%013F-HRTimeline
Financial Designs Corp13,068$390K0.27%-1,40013F-HRTimeline
AdvisorNet Financial, Inc13,023$388K0.03%-45013F-HRTimeline
Syntegra Private Wealth Group, LLC13,018$388K0.05%013F-HRTimeline
Valmark Advisers, Inc.12,910$385K0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc12,895$385K0.25%+20913F-HRTimeline
Arete Wealth Advisors, LLC12,888$384K0.03%-3,85813F-HRTimeline
Northstar Financial Companies, Inc.12,859$383K0.42%-22213F-HRTimeline
AWM CAPITAL, LLC12,794$382K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,672$378K<0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC14,600$370K0.07%+3,50013F-HRTimeline
Cascade Financial Partners, LLC12,370$369K0.05%+2,10013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.12,346$368K0.18%+4013F-HRTimeline
Mayfair Advisory Group, LLC12,000$358K0.21%-15,20013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,952$356K0.01%-3013F-HRTimelineGroup
Rehmann Capital Advisory Group11,817$352K0.02%+10013F-HRTimeline
Key Client Fiduciary Advisors, LLC11,763$351K0.16%+95813F-HRTimeline
Consolidated Portfolio Review Corp11,700$349K0.06%+70013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,595$346K0.02%013F-HRTimelineGroup
Saxony Capital Management, LLC11,595$346K0.3%-1,84913F-HRTimeline
Sanctuary Advisors, LLC11,590$346K<0.01%+24213F-HRTimeline
West Branch Capital LLC11,253$336K0.11%013F-HRTimeline
Apriem Advisors11,229$335K0.04%+35013F-HRTimeline
Argyle Capital Partners, LLC11,176$333K0.29%new13F-HRTimeline
Western Wealth Management, LLC11,158$333K0.02%+1,78513F-HRTimeline
LB Partners LLC11,000$329K0.24%013F-HRTimeline
Capital Wealth Alliance, LLC10,943$326K0.2%-9913F-HRTimeline
Ashton Thomas Private Wealth, LLC10,583$316K0.01%+2,30413F-HRTimeline
Koshinski Asset Management, Inc.10,551$315K0.03%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…10,443$311K0.06%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,039$299K0.01%013F-HRTimeline
Summit Financial, LLC10,034$299K0.01%new13F-HRTimeline
SFMG, LLC10,000$298K0.02%013F-HRTimeline
Hedges Asset Management LLC10,000$298K0.2%013F-HRTimeline
Principia Wealth Advisory, LLC9,995$295K0.28%-1,10513F-HRTimeline
Headlands Technologies LLC9,831$293K0.03%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,767$291K0.02%new13F-HRTimeline
Larson Financial Group LLC9,673$288K0.01%-29313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,668$288K0.14%013F-HRTimelineGroup
Callan Family Office, LLC9,627$287K0.02%013F-HRTimeline
Claris Financial LLC11,392$285K0.19%013F-HRTimeline
Parallel Advisors, LLC9,537$284K0.01%+9313F-HRTimeline
Curtis Advisory Group, LLC9,460$282K0.08%013F-HRTimeline
Sebold Capital Management, Inc.9,458$282K0.19%new13F-HRTimeline
Prospera Financial Services Inc9,169$273K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,110$272K<0.01%-1,21613F-HRTimeline
Skyline Advisors, Inc.9,000$268K0.11%013F-HRTimeline
VICUS CAPITAL8,992$268K0.02%-1,69513F-HRTimeline
Orion Porfolio Solutions, LLC8,912$266K<0.01%+9013F-HRTimeline
Orion Portfolio Solutions, LLC8,912$266K<0.01%+9013F-HR/ATimeline
KCM INVESTMENT ADVISORS LLC8,850$264K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,352$261K<0.01%-8,72713F-HR/ATimelineGroup
Advisor Resource Council9,165$259K0.02%new13F-HRTimeline
Everstar Asset Management, LLC8,675$259K0.17%-2,60013F-HR/ATimeline
Hudock, Inc.8,588$256K0.04%013F-HRTimeline
Wagner Wealth Management, LLC8,524$254K0.06%013F-HRTimeline
NATURAL INVESTMENTS, LLC8,332$248K0.07%013F-HRTimeline
Legacy Bridge, LLC8,272$247K0.14%+27213F-HRTimeline
Cushing Capital Partners, LLC8,117$242K0.22%new13F-HRTimeline
Nemes Rush Group LLC7,985$238K0.03%013F-HRTimeline
Timonier Family Office, LTD.7,940$237K0.1%new13F-HRTimeline
Paragon Advisors, LLC7,856$234K0.09%new13F-HRTimeline
Financial Insights, Inc.7,829$233K0.09%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,750$231K<0.01%-75013F-HRTimelineGroup
ERn Financial, LLC7,744$231K0.04%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,720$230K<0.01%new13F-HR/ATimelineGroup
Silver Lake Advisory, LLC7,717$230K0.1%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,711$230K<0.01%new13F-HRTimelineGroup
Greenline Partners, LLC7,704$230K0.04%-1,79613F-HRTimeline
SeaCrest Wealth Management, LLC7,701$230K0.03%new13F-HRTimeline
&PARTNERS7,811$230K<0.01%-62313F-HRTimeline
GROUP ONE TRADING LLC7,680$229K0.01%+3,90713F-HRTimeline
Modern Wealth Management, LLC7,675$229K0.01%-49113F-HR/ATimeline
Strategic Blueprint, LLC7,598$227K0.01%new13F-HRTimeline
IRON Financial LLC7,417$221K0.12%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,374$220K0.01%new13F-HRTimeline
Iron Gate Global Advisors LLC7,328$219K0.03%new13F-HR/ATimeline
COLLECTIVE FAMILY OFFICE LLC7,320$218K0.06%new13F-HRTimeline
Elevated Capital Advisors, LLC7,270$217K0.06%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,215$212K<0.01%-1,81013F-HRTimelineGroup
PATRON PARTNERS, LLC6,976$208K0.11%new13F-HRTimeline
Darwin Wealth Management, LLC8,221$206K0.07%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,900$206K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,847$204K0.03%013F-HRTimeline
Clearstead Advisors, LLC6,817$203K<0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,733$201K0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,728$171K<0.01%-59713F-HRTimeline
FMR LLCin group FMR LLC4,695$140K<0.01%+1,74113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp4,500$134K0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,480$134K<0.01%013F-HRTimelineGroup
Arax Advisory Partners4,450$133K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT4,220$126K0.01%013F-HRTimeline
LGT Financial Advisors LLC4,000$119K0.36%013F-HRTimeline
Tradewinds Capital Management, LLC3,820$114K0.03%-5,82913F-HRTimeline
GHP Investment Advisors, Inc.3,420$102K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,420$102K<0.01%-51,96013F-HRTimeline
First Pacific Financial3,388$101K0.02%013F-HRTimeline
Sachetta, LLC3,375$101K0.04%-75113F-HRTimeline
Centerpoint Advisors, LLC3,224$96K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,165$94.4K0.04%013F-HRTimeline
Global Financial Private Client, LLC3,163$94.3K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,027$90.1K0.01%013F-HRTimelineGroup
Security National Bank2,750$82K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,712$80.9K<0.01%-12313F-HRTimeline
Asset Dedication, LLC2,561$76.4K0.01%-1,11513F-HRTimeline
Costello Asset Management, INC2,513$74.9K0.03%new13F-HRTimeline
Center for Financial Planning, Inc.2,100$62.6K0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,795$53.5K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.1,454$43.4K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,355$40.4K<0.01%013F-HRTimelineGroup
Main Street Group, LTD1,195$35.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,350$33.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,100$32.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,200$30.1K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/950$28.3K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC850$25.3K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC771$23K<0.01%+12313F-HRTimeline
Wayfinding Financial, LLC693$20K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.645$19K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…575$17.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC536$16K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.463$13.8K<0.01%-9613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC419$12.5K0.01%013F-HRTimeline
Hanson & Doremus Investment Management400$12K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…370$11K0.01%13F-HRTimeline
Creekmur Asset Management LLC370$11K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC350$10.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC330$9.84K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC210$6.26K<0.01%013F-HRTimeline
Bullock Wealth Management Group174$5.18K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC114$3.4K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors100$2.98K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management79$2.36K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.75$2.24K<0.01%-12713F-HRTimeline
Sandy Spring Bank30$895<0.01%013F-HRTimeline
American Capital Advisory, LLC27$806<0.01%-10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18$537<0.01%-1,66713F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC13$388<0.01%-913F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4$119<0.01%13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.