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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
HANTZ FINANCIAL SERVICES, INC.2,522$96K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Main Street Group, LTD2,345$89.7K0.02%013F-HRTimeline
First Pacific Financial2,289$87.5K0.01%-10713F-HRTimeline
Costello Asset Management, INC2,237$85.5K0.03%-51413F-HRTimeline
Center for Financial Planning, Inc.2,100$80.3K0.01%013F-HRTimeline
Galilei Investment Office LLP2,075$79.3K0.04%new13F-HRTimeline
High Point Wealth Management, LLC2,000$76.5K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,802$68.9K0.02%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC1,700$65K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,350$51.6K<0.01%013F-HRTimeline
UMB Bank, n.a.1,303$49.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,255$48K<0.01%013F-HRTimelineGroup
Trust Co1,250$47.8K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.1,250$47.8K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC1,250$47.8K0.02%013F-HRTimeline
EASTERN BANK1,145$43.8K<0.01%013F-HRTimeline
Vision Retirement, LLC1,120$42.8K0.01%+67413F-HRTimeline
REYL & Cie S.A.835$37.4K0.04%13F-HRTimeline
PRIVATE TRUST CO NA896$34.3K<0.01%new13F-HRTimeline
Crewe Advisors LLC864$33K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.849$32.5K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$30.6K<0.01%-2013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC758$29K<0.01%013F-HRTimeline
SIGNATUREFD, LLC741$28.3K<0.01%+63313F-HRTimeline
LANARK FINANCIAL, INC.645$24.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC642$24.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…600$22.9K<0.01%-50013F-HRTimeline
PlanVest Financial, Inc600$22.9K0.02%+17013F-HRTimeline
Lodestone Wealth Management LLC539$20.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…500$19.1K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.484$18.5K0.01%new13F-HRTimeline
SHP Wealth Management473$18.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC439$16.8K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC419$16K0.01%013F-HRTimeline
New England Capital Financial Advisors …413$15.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc412$15.8K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.400$15.3K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC396$15.1K<0.01%013F-HRTimeline
DT Investment Partners, LLC375$14.3K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC350$13.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC330$12.6K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…315$12K<0.01%+4013F-HRTimelineGroup
IFG Advisory, LLC283$10.8K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…279$10.7K<0.01%013F-HRTimeline
TSFG, LLC200$8K<0.01%013F-HRTimeline
Abound Wealth Management209$7.99K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV197$7.53K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.183$7K<0.01%013F-HRTimeline
Bullock Wealth Management Group174$6.69K<0.01%013F-HRTimeline
Crews Bank & Trust150$5.74K<0.01%new13F-HRTimeline
GS Investments, Inc.123$4.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust114$4.36K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC114$4.36K<0.01%013F-HRTimeline
Accordant Advisory Group Inc100$3.82K<0.01%013F-HRTimeline
Perkins Coie Trust Co90$3.44K<0.01%013F-HRTimeline
Avion Wealth100$3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp78$2.98K<0.01%-3013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…47$1.8K<0.01%-19013F-HRTimelineGroup
Cape Investment Advisory, Inc.30$1.15K<0.01%new13F-HRTimeline
American Capital Advisory, LLC27$1.03K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …19$726<0.01%13F-HRTimelineGroup
Meramec Financial Planners, LLC5$195<0.01%013F-HRTimeline