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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

464 managers (468 13F filers) reported a position in SGOL shares at 2025-12-31, 62,272,132 shares in all. 58 filers opened a position and 16 filers sold out during the quarter.

Managers
464
13F filers
468
New
58
Added
133
Reduced
146
Sold out
16
Shares held by filers
62,272,132

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Western Wealth Management, LLC24,417$1M0.05%+10,97913F-HRTimeline
Curry Webb Wealth Management LLC24,165$993K0.49%13F-HRTimeline
WOLFF WIESE MAGANA LLC24,020$987K0.54%013F-HRTimeline
Janney Montgomery Scott LLC22,772$935K<0.01%-1,24013F-HRTimeline
Cordoba Advisory Partners LLC22,758$935K0.23%13F-HRTimeline
Tradition Wealth Management, LLC22,247$914K0.07%-1,56813F-HRTimeline
Safeguard Investment Advisory Group, LLC21,915$900K0.23%-33113F-HRTimeline
XML Financial, LLC21,900$900K0.07%+2,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,854$898K0.01%-90713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS21,736$893K<0.01%-237,89813F-HRTimelineGroup
LFG Wealth Partners, LLC21,665$890K0.57%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC21,000$863K0.29%new13F-HRTimeline
Decker Retirement Planning Inc.20,602$846K0.42%+13,54713F-HRTimeline
Madden Advisory Services, Inc.20,500$842K0.34%-19513F-HRTimeline
Claris Financial LLC20,139$827K0.44%-2,54213F-HRTimeline
J.W. COLE ADVISORS, INC.20,940$824K0.02%+6,02813F-HRTimeline
American Money Management, LLC18,123$744K0.12%+72513F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC17,912$736K0.03%-17,12613F-HRTimelineGroup
Acorn Wealth Advisors, LLC17,907$736K0.22%-2,16113F-HRTimeline
WEDBUSH SECURITIES INC17,729$728K0.02%+22513F-HRTimeline
SCS Capital Management LLC17,572$722K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.17,460$717K0.03%-3,63213F-HRTimeline
FAS Wealth Partners, Inc.17,164$705K0.05%+11413F-HRTimeline
Penbrook Management LLC17,155$705K0.49%-79013F-HRTimeline
Leelyn Smith, LLC17,129$704K0.1%+1,69613F-HRTimeline
PACIFIC FINANCIAL GROUP INC17,117$703K0.39%-5,39913F-HRTimeline
AE Wealth Management LLC17,090$702K<0.01%+10,64613F-HRTimeline
Eagle Bay Advisors LLC16,751$688K0.5%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,623$686K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.16,628$683K<0.01%-1,01113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC16,586$681K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,468$677K<0.01%013F-HRTimelineGroup
Beaumont Financial Advisors, LLC16,175$664K0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,768$648K<0.01%new13F-HR/ATimelineGroup
Snowden Capital Advisors LLC15,635$642K0.02%+45213F-HRTimeline
Seven Post Investment Office LP15,487$636K0.23%013F-HRTimeline
Fragasso Financial Advisors Inc15,463$635K0.04%013F-HRTimeline
NWAM LLC13,176$635K0.04%-1,44213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.15,302$629K0.08%013F-HRTimeline
Upper Left Wealth Management, LLC15,065$619K0.38%-45413F-HRTimeline
AMG National Trust Bank15,000$616K0.01%013F-HRTimeline
Pegasus Asset Management, Inc.14,938$614K0.19%new13F-HR/ATimeline
AdvisorNet Financial, Inc14,784$607K0.03%+97513F-HRTimeline
Advisory Services Network, LLC14,689$603K0.01%+10,20113F-HRTimeline
CWC Advisors, LLC.14,547$598K0.29%-51513F-HRTimeline
Allworth Financial LP14,524$597K<0.01%-2,47413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,460$594K0.01%new13F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC14,289$587K<0.01%new13F-HRTimelineGroup
Castleview Partners, LLC14,130$580K0.29%new13F-HRTimeline
Avidian Wealth Enterprises, LLC14,128$580K0.02%-6,82213F-HRTimeline
Argyle Capital Partners, LLC14,095$579K0.42%+76613F-HRTimeline
Kraft, Davis & Associates, LLC13,197$577K0.13%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC14,000$575K0.36%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …14,000$575K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,853$569K<0.01%-71013F-HRTimeline
Asset Advisors Investment Management, L…13,800$567K0.05%-43013F-HRTimeline
WealthPlan Investment Management, LLC13,783$566K0.04%-3,15113F-HRTimeline
Sovereign Financial Group, Inc.13,685$562K0.1%-78213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,559$557K0.01%+4,53913F-HRTimelineGroup
PINKERTON WEALTH, LLC13,556$557K0.06%-3,52113F-HRTimeline
City Center Advisors, LLC13,445$552K0.51%-44113F-HRTimeline
Key Client Fiduciary Advisors, LLC13,025$535K0.19%+12313F-HRTimeline
Syntegra Private Wealth Group, LLC13,018$535K0.05%013F-HRTimeline
Financial Designs Corp12,997$534K0.3%+72513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,924$531K<0.01%013F-HR/ATimelineGroup
Valmark Advisers, Inc.12,910$530K0.01%013F-HRTimeline
Sierra Legacy Group12,875$529K0.39%013F-HRTimeline
Finhabits Advisors LLC12,831$527K0.49%13F-HRTimeline
AWM CAPITAL, LLC12,794$526K0.05%013F-HRTimeline
ETF Store, Inc.12,681$521K0.53%-16413F-HRTimeline
Cambria Investment Management, L.P.12,597$517K0.03%-77713F-HRTimeline
Berkeley Capital Partners, LLC12,383$509K0.12%013F-HRTimeline
Cascade Financial Partners, LLC12,370$508K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC12,346$507K0.46%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC12,200$501K0.04%+60013F-HRTimeline
Family Capital Trust Co12,100$497K0.16%-6,15013F-HRTimeline
Timonier Family Office, LTD.12,084$496K0.16%013F-HRTimeline
Rehmann Capital Advisory Group12,037$494K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,952$491K0.01%013F-HRTimelineGroup
GM Advisory Group, LLC11,904$489K0.02%+3,52513F-HRTimeline
Cassaday & Co Wealth Management LLC11,843$487K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC11,742$482K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,592$476K<0.01%-4,35213F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.11,561$475K0.2%-1,41013F-HRTimeline
Pacific Park Financial, Inc.11,400$468K0.29%13F-HRTimeline
Capital Wealth Alliance, LLC9,645$467K0.2%-82713F-HRTimeline
Parallel Advisors, LLC11,331$465K0.01%-10013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,301$464K0.03%-29413F-HRTimelineGroup
SlateStone Wealth, LLC11,220$461K0.04%-3,35013F-HRTimeline
Mayfair Advisory Group, LLC11,000$454K0.18%-1,00013F-HRTimeline
Orion Porfolio Solutions, LLC11,004$452K<0.01%+1,74813F-HRTimeline
LB Partners LLC11,000$452K0.42%013F-HRTimeline
West Branch Capital LLC10,859$446K0.11%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,766$442K<0.01%+1,32513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,583$435K0.01%-35513F-HRTimeline
Sanctuary Advisors, LLC10,511$432K<0.01%-3,64813F-HRTimeline
FMR LLCin group FMR LLC10,366$426K<0.01%+1,88413F-HRTimelineGroup
CFO CAPITAL MANAGEMENT LLC10,350$425K0.32%13F-HRTimeline
Cypress Point Wealth Management, LLC10,318$424K0.09%013F-HRTimeline
Financial Insights, Inc.10,318$424K0.14%+38613F-HRTimeline
Apriem Advisors10,229$420K0.04%-10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,161$417K<0.01%+1,72113F-HRTimelineGroup
Prospera Financial Services Inc10,059$413K0.01%+74313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,052$413K0.02%new13F-HRTimelineGroup
TrustWell Financial Advisors, LLC10,049$413K0.4%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10,000$411K<0.01%+1,20813F-HRTimelineGroup
SFMG, LLC10,000$411K0.03%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,875$406K0.06%new13F-HRTimelineGroup
Curtis Advisory Group, LLC9,760$401K0.08%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC9,669$397K0.18%new13F-HRTimeline
Callan Family Office, LLC9,663$397K0.01%+3613F-HRTimeline
Alpha Cubed Investments, LLC9,618$395K0.01%+1,20013F-HRTimeline
Barnes Wealth Management Group, Inc9,550$392K0.21%-32613F-HRTimeline
Modern Wealth Management, LLC9,519$391K0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,508$391K0.03%new13F-HRTimelineGroup
VICUS CAPITAL9,430$387K0.03%-28213F-HRTimeline
Skyline Advisors, Inc.9,000$370K0.12%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…8,953$368K0.09%-14113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC8,850$364K0.01%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,801$362K0.14%-86713F-HRTimelineGroup
&PARTNERS8,681$357K<0.01%013F-HRTimeline
Global Retirement Partners, LLC8,476$348K0.01%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…8,443$347K0.05%013F-HRTimeline
GeoWealth Management, LLC8,433$346K0.01%-51,64513F-HRTimeline
Farther Finance Advisors, LLC8,422$346K<0.01%+2,32913F-HRTimeline
Darwin Wealth Management, LLC8,421$346K0.11%+20013F-HRTimeline
Foundations Investment Advisors, LLC8,402$345K<0.01%-86513F-HRTimeline
Legacy Bridge, LLC8,117$333K0.14%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,045$330K0.01%-3,96213F-HRTimelineGroup
Hedges Asset Management LLC8,000$329K0.23%013F-HRTimeline
Cushing Capital Partners, LLC7,992$328K0.24%-12513F-HRTimeline
Parker Investment Management, LLC7,991$328K0.05%+1,39613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,952$327K<0.01%new13F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC7,930$326K0.11%+2,43013F-HRTimeline
Net Worth Advisory Group7,902$325K0.07%+2,31413F-HRTimeline
Main Street Financial Solutions, LLC7,888$324K0.02%new13F-HRTimeline
Paragon Advisors, LLC7,845$322K0.09%-313F-HRTimeline
Koshinski Asset Management, Inc.7,831$322K0.02%-7013F-HRTimeline
Larson Financial Group LLC7,823$321K0.01%-40013F-HRTimeline
Arax Advisory Partners7,800$320K0.01%+3,35013F-HRTimeline
Iron Gate Global Advisors LLC7,790$320K0.03%-1,18813F-HRTimeline
Silver Lake Advisory, LLC7,717$317K0.12%013F-HRTimeline
Hudock, Inc.7,705$317K0.05%013F-HRTimeline
NORTHLAND SECURITIES, INC.7,696$316K0.3%13F-HRTimeline
Principia Wealth Advisory, LLC7,695$316K0.2%-95013F-HRTimeline
IRON Financial LLC7,667$315K0.14%+19913F-HRTimeline
MJP ASSOCIATES INC /ADV7,598$312K0.04%+1,89613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,598$312K0.03%+1,89613F-HRTimelineGroup
Strategic Blueprint, LLC7,598$312K0.02%-3713F-HRTimeline
Valeo Financial Advisors, LLC7,561$311K0.01%-3,18613F-HRTimeline
Independent Wealth Network Inc.7,457$306K0.09%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,450$306K0.08%+75013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,360$302K<0.01%-326,88113F-HRTimelineGroup
True Freedom Investing, LLC7,349$302K0.02%new13F-HRTimeline
Nemes Rush Group LLC7,184$295K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,100$292K<0.01%new13F-HRTimelineGroup
Greenline Partners, LLC7,056$290K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,928$285K<0.01%13F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC6,847$281K0.06%-34513F-HRTimeline
Clearstead Advisors, LLC6,655$273K<0.01%013F-HRTimeline
Simplicity Wealth,LLC6,649$273K0.02%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.6,545$269K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,545$269K0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC6,425$264K0.05%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC6,400$263K0.12%013F-HRTimeline
Urban Wealth Management, LLC6,337$260K0.24%13F-HRTimeline
Everstar Asset Management, LLC6,273$258K0.14%-26313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,147$253K0.01%+62013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,145$252K0.09%013F-HRTimeline
Elevated Capital Advisors, LLC6,140$252K0.06%013F-HRTimeline
Fortitude Advisory Group L.L.C.6,075$250K0.11%013F-HRTimeline
Aptus Capital Advisors, LLC5,851$240K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,849$240K<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC5,801$238K0.01%-9413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,665$234K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC5,666$233K<0.01%new13F-HRTimeline
PATRON PARTNERS, LLC5,655$232K0.1%new13F-HRTimeline
Curi Capital, LLC5,515$227K<0.01%013F-HRTimeline
Client First Investment Management LLC5,500$226K0.12%-7,03413F-HRTimeline
Soltis Investment Advisors LLC5,430$223K0.01%new13F-HR/ATimeline
Wedmont Private Capital5,253$223K0.01%new13F-HRTimeline
RCW Management, LLC5,417$223K0.22%13F-HRTimeline
Optivise Advisory Services LLC5,385$221K0.13%new13F-HRTimeline
Jackson Wealth Management, LLC5,317$218K0.02%-92613F-HRTimeline
SeaCrest Wealth Management, LLC5,116$217K0.02%-2,14013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT5,280$217K0.01%new13F-HRTimeline
ASPIRIANT, LLC5,213$214K0.01%new13F-HRTimeline
AlphaCore Capital LLC5,170$212K<0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC5,154$211K0.05%-40013F-HRTimeline
Verity Asset Management, Inc.5,115$210K0.09%new13F-HRTimeline
American Trust5,107$210K0.02%new13F-HRTimeline
First Financial Bankshares Inc5,100$210K<0.01%new13F-HRTimeline
Florida Trust Wealth Management Co5,071$208K0.01%new13F-HRTimeline
BEARING POINT CAPITAL, LLC5,007$206K0.03%new13F-HRTimeline
MBA Advisors LLC4,970$204K0.08%new13F-HRTimeline
Crestwood Advisors Group, LLC4,952$203K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,899$201K0.01%+39913F-HRTimelineGroup
Sunbelt Securities, Inc.4,660$191K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,619$190K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT4,220$173K0.01%013F-HRTimeline