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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

482 managers (490 13F filers) reported a position in SGOL shares at 2026-03-31, 64,339,987 shares in all. 53 filers opened a position and 33 filers sold out during the quarter.

Managers
482
13F filers
490
New
53
Added
128
Reduced
187
Sold out
33
Shares held by filers
64,339,987

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Walkner Condon Financial Advisors LLC4,697$210K0.03%new13F-HRTimeline
TIAAgroup of 2 filers holding4,689$209KnewTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,661$208K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.4,660$208K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,619$206K<0.01%013F-HRTimelineGroup
Advyzon Investment Management, LLC4,610$206K0.02%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,500$201K0.16%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT4,220$188K0.01%013F-HRTimeline
LGT Financial Advisors LLC4,000$178K0.91%013F-HRTimeline
SIMPLEX TRADING, LLC3,963$177K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC3,820$170K0.03%013F-HRTimeline
Centerpoint Advisors, LLC3,224$144K0.05%013F-HRTimeline
Sachetta, LLC3,165$141K0.08%+24013F-HRTimeline
Costello Asset Management, INC2,751$123K0.04%+10013F-HRTimeline
Security National Bank2,750$123K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,712$121K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,647$118K<0.01%013F-HRTimeline
Asset Dedication, LLC2,561$114K0.01%013F-HRTimeline
First Pacific Financial2,396$107K0.01%013F-HRTimeline
Main Street Group, LTD2,345$105K0.03%new13F-HRTimeline
Dunhill Financial, LLC2,250$100K0.02%new13F-HRTimeline
Center for Financial Planning, Inc.2,100$93.7K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,032$91K0.01%new13F-HRTimeline
High Point Wealth Management, LLC2,000$89.2K0.09%013F-HRTimeline
McIlrath & Eck, LLC1,948$86.9K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,802$80.4K0.03%-30913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,800$80.3K0.01%+1,75913F-HRTimelineGroup
WFA of San Diego, LLC1,757$78.4K0.06%-813F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC1,700$75.9K<0.01%13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,350$60.2K<0.01%013F-HRTimeline
UMB Bank, n.a.1,303$58.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,255$56K<0.01%013F-HRTimelineGroup
Trust Co1,250$55.8K0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.1,250$55.8K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC1,250$55.8K0.02%new13F-HRTimeline
EASTERN BANK1,145$51.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,100$49.1K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,000$44.6K0.01%013F-HRTimelineGroup
Crewe Advisors LLC864$38.6K<0.01%-12813F-HRTimeline
Sound Income Strategies, LLC831$37.7K<0.01%+41113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/820$36.6K<0.01%-20013F-HRTimelineGroup
Destiny Wealth Partners, LLC799$35.7K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC758$33.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.645$28.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC642$27.6K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC539$24.1K0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…500$22.3K0.01%013F-HRTimeline
Tidemark, LLC455$20.3K0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC452$20.2K<0.01%new13F-HRTimeline
Vision Retirement, LLC446$19.9K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC439$19.6K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc430$19.2K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC419$18.7K0.01%013F-HRTimeline
New England Capital Financial Advisors …413$18.4K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc412$18.4K0.01%-1,65013F-HRTimeline
BOK Financial Private Wealth, Inc.400$17.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC396$17.7K<0.01%new13F-HRTimeline
DT Investment Partners, LLC375$16.7K<0.01%+32013F-HRTimeline
PITTENGER & ANDERSON INC350$15.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC330$14.7K<0.01%013F-HRTimelineGroup
Holos Integrated Wealth LLC300$13.4K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…279$12.4K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…275$12.3K<0.01%+20013F-HRTimelineGroup
Princeton Global Asset Management LLC250$11.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…237$10.6K<0.01%+11413F-HRTimelineGroup
Root Financial Partners, LLC220$9.82K<0.01%-1,28013F-HRTimeline
Abound Wealth Management209$9.33K<0.01%new13F-HRTimeline
TSFG, LLC200$9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV197$8.79K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.183$8.16K0.01%013F-HRTimeline
Bullock Wealth Management Group174$7.9K<0.01%013F-HRTimeline
GS Investments, Inc.123$5.49K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust114$5.09K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC114$5.09K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp108$4.82K<0.01%+7813F-HRTimelineGroup
SIGNATUREFD, LLC108$4.82K<0.01%-47713F-HRTimeline
Accordant Advisory Group Inc100$4.46K<0.01%new13F-HRTimeline
Perkins Coie Trust Co90$4.01K<0.01%-1013F-HRTimeline
Avion Wealth100$4K<0.01%new13F-HRTimeline
American Capital Advisory, LLC27$1.21K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …19$848<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC5$230<0.01%013F-HRTimeline