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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
LGT Financial Advisors LLC4,000$164K1.01%013F-HRTimeline
Tradewinds Capital Management, LLC3,820$157K0.03%013F-HRTimeline
Centerpoint Advisors, LLC3,224$132K0.04%013F-HRTimeline
Sachetta, LLC2,925$120K0.07%-25013F-HRTimeline
SageView Advisory Group, LLC2,893$119K<0.01%new13F-HRTimeline
Security National Bank2,750$113K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,712$111K<0.01%013F-HRTimeline
Costello Asset Management, INC2,651$109K0.04%+10013F-HRTimeline
GHP Investment Advisors, Inc.2,647$109K<0.01%013F-HRTimeline
Asset Dedication, LLC2,561$105K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …2,536$104K0.06%13F-HRTimeline
Coston, McIsaac & Partners2,414$99K0.02%-4,43013F-HRTimeline
First Pacific Financial2,396$98.4K0.01%-99213F-HRTimeline
DHJJ Financial Advisors, Ltd.2,111$86.7K0.03%-1,05413F-HRTimeline
Center for Financial Planning, Inc.2,100$86.3K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,062$84.7K0.03%+1,06213F-HRTimeline
High Point Wealth Management, LLC2,000$82.2K0.08%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.41$74K<0.01%+413F-HRTimelineGroup
WFA of San Diego, LLC1,765$72.5K0.05%-81713F-HRTimeline
Root Financial Partners, LLC1,500$61.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,350$55.5K<0.01%013F-HRTimeline
UMB Bank, n.a.1,303$53.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,255$51.6K<0.01%013F-HRTimelineGroup
Trust Co1,250$51.4K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.1,250$51.4K0.04%13F-HRTimeline
Signature Equity Partners, LLC1,198$49.2K0.03%13F-HRTimeline
EASTERN BANK1,145$47K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,100$45.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,020$41.9K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,000$41.1K0.01%013F-HRTimelineGroup
Crewe Advisors LLC992$40.8K<0.01%+12813F-HRTimeline
Plante Moran Financial Advisors, LLC758$31.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC642$26.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.645$26.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC585$24K<0.01%+37513F-HRTimeline
Lodestone Wealth Management LLC539$22.1K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…500$20.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC420$18.3K<0.01%-47013F-HRTimeline
Vision Retirement, LLC446$18.3K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC439$18K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC419$17.2K0.01%013F-HRTimeline
New England Capital Financial Advisors …413$17K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.400$16.4K<0.01%new13F-HRTimeline
Modus Advisors, LLC370$15.2K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC350$14.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC330$13.6K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC250$10.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC209$8.95K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV197$8.09K<0.01%013F-HRTimeline
TSFG, LLC200$8K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.183$7.52K0.01%013F-HRTimeline
Bullock Wealth Management Group174$7.15K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…123$5.05K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC114$4.68K<0.01%013F-HRTimeline
Ashurst Perkins Coie Trust Co100$4.11K<0.01%013F-HRTimeline
Scarborough Advisors, LLC93$3.82K<0.01%+1513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding75$3.08K-16Timeline
DT Investment Partners, LLC55$2.26K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp30$1.23K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.30$1.23K<0.01%new13F-HRTimeline
American Capital Advisory, LLC27$1.11K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …19$781<0.01%+1513F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC13$534<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC5$236<0.01%13F-HRTimeline