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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

354 managers (358 13F filers) reported a position in SGOL shares at 2024-12-31, 52,749,213 shares in all. 36 filers opened a position and 20 filers sold out during the quarter.

Managers
354
13F filers
358
New
36
Added
104
Reduced
103
Sold out
20
Shares held by filers
52,749,213

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Metis Global Partners, LLC4,723,094$118M3.57%+65,29513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,442,497$86.2M0.01%+107,64013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,746,627$68.8M0.02%+557,84013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,000,082$50.1M<0.01%-88,42213F-HR/ATimelineGroup
HighTower Advisors, LLC1,973,465$49.4M0.07%-35,75813F-HRTimeline
UBS Group AGin group UBS Group AG1,860,455$46.6M0.01%+159,25113F-HRTimelineGroup
LPL Financial LLC1,368,033$34.3M0.01%+463,14413F-HRTimeline
Pureheart Capital Pte Ltd.1,158,000$29M5.49%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,131,321$28.3M-261,275Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,066,473$26.7M<0.01%+180,79313F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC1,063,205$26.6M9.89%+51,86413F-HRTimeline
Almanack Investment Partners, LLC.891,620$22.3M3.45%-37,22913F-HRTimeline
Ethos Financial Group, LLC849,788$21.3M2.78%+89,71713F-HRTimeline
Towneley Capital Management, Inc / DE719,652$18M4.28%-21,36113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding672,442$16.8M+15,127Timeline
TUDOR INVESTMENT CORP ET AL657,707$16.5M0.18%+506,36313F-HRTimeline
W1M Investment Management Ltd610,160$15.3M0.24%-31,39013F-HRTimeline
Allen Capital Group, LLC575,396$14.4M1.77%-41,58413F-HRTimeline
Blue Trust, Inc.545,102$13.7M0.17%-61,84813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA540,846$13.5M<0.01%+2,36313F-HRTimelineGroup
Cambridge Investment Research Advisors,…515,416$12.9M0.04%-253,58513F-HRTimeline
Freedom Investment Management, Inc.494,515$12.4M1.03%+53,31813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV483,573$12.1M2.87%-3,90813F-HRTimeline
CWM, LLCin group CWM, LLC467,291$11.7M0.05%-6,63113F-HRTimelineGroup
Cetera Investment Advisers457,277$11.5M0.02%+18,03313F-HRTimeline
Newman Dignan & Sheerar, Inc.447,404$11.2M2.87%-8,37213F-HRTimeline
Mountain Lake Investment Management LLC447,295$11.2M12.9%-127,70513F-HRTimeline
Stonebridge Financial Group, LLC444,242$11.1M1.23%13F-HRTimeline
WT Wealth Management438,424$11M3.45%+83,17113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC433,085$10.8M0.02%+175,53113F-HRTimeline
Savvy Advisors, Inc.429,816$10.8M1.29%+372,22313F-HRTimeline
Ameliora Wealth Management Ltd.424,986$10.6M3.99%-182,50813F-HRTimeline
BFSG, LLC408,158$10.2M1.2%-4,31913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.371,738$9.31M0.02%-3,92013F-HRTimelineGroup
Cypress Capital, LLC359,785$9.01M2.58%-168,92913F-HRTimeline
Capital Management Associates, Inc341,538$8.56M3.21%+8,90013F-HRTimeline
Merit Financial Group, LLC330,250$8.27M0.15%+19,85013F-HRTimeline
Bison Wealth, LLC324,471$8.13M1.79%-49,61813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.320,109$8.02M0.02%+26,73613F-HR/ATimelineGroup
MRWM Advisors, LLC309,888$7.76M6.08%13F-HRTimeline
Norris Financial Group, LLC307,009$7.69M3.61%+20,23313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…301,100$7.49M0.03%+73,50013F-HRTimelineGroup
Focus Financial Network, Inc.299,066$7.49M0.3%+1,76913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC295,457$7.4M0.01%+60,00813F-HRTimelineGroup
NewEdge Advisors, LLC294,947$7.39M0.04%+15,08913F-HRTimeline
180 WEALTH ADVISORS, LLC290,464$7.28M1.14%+5,60713F-HRTimeline
Liquid Strategies, LLC289,371$7.25M1.49%-82,84013F-HRTimeline
Kensington Asset Management, LLC289,371$7.25M0.42%-25,74213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\271,221$6.79M0.01%+2,56513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC268,466$6.73M0.01%+209,65113F-HRTimelineGroup
Choate Investment Advisors267,482$6.7M0.16%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources259,312$6.5M<0.01%-3,06713F-HRTimelineGroup
Encompass More Asset Management253,650$6.35M2.1%+49,43013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC241,502$6.05M0.32%new13F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC230,364$5.77M9%-4813F-HRTimeline
Timber Creek Capital Management LLC225,409$5.65M1.63%+5,15013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …225,559$5.65M0.26%+1,68213F-HRTimelineGroup
Fiduciary Alliance LLC223,973$5.61M0.57%+3,32313F-HRTimeline
BCM ADVISORS, LLC204,562$5.59M1.25%-22,47613F-HRTimeline
Atria Wealth Solutions, Inc.208,243$5.22M0.06%-27,68613F-HRTimeline
Lifeworks Advisors, LLC190,469$4.77M0.86%+55,71313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC185,200$4.64M<0.01%+39,07513F-HRTimelineGroup
Empirical Asset Management, LLC184,306$4.62M1.54%-1,96013F-HRTimeline
PINKERTON WEALTH, LLC182,984$4.58M0.66%-86,38213F-HRTimeline
Empowered Funds, LLC181,954$4.56M0.07%-451,31913F-HRTimeline
HARBOUR INVESTMENTS, INC.175,943$4.41M0.13%+58,58713F-HRTimeline
Avos Capital Management, LLC167,183$4.4M3.57%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC171,763$4.3M0.09%+67,05713F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC161,395$4.04M0.49%-63,35513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC154,400$3.87M0.01%new13F-HRTimeline
MONECO ADVISORS, LLC152,393$3.82M0.4%+91213F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS151,910$3.81M0.01%-2,86113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…142,198$3.56M0.01%-28113F-HR/ATimeline
Luminist Capital LLC128,687$3.22M5.6%13F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding127,775$3.2MnewTimeline
Narwhal Capital Management127,340$3.19M0.28%-17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,245$3.14M<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…120,558$3.02M<0.01%+77,95813F-HRTimelineGroup
Proficio Capital Partners LLC120,423$3.02M0.24%013F-HR/ATimeline
SYON CAPITAL LLC115,136$2.88M0.26%013F-HRTimeline
CHOREO, LLC111,716$2.78M0.04%+92,76913F-HRTimeline
Avestar Capital, LLC109,855$2.75M0.25%new13F-HRTimeline
SYNOVUS FINANCIAL CORP108,554$2.72M0.03%-98,83413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,737$2.65M0.03%+52013F-HRTimelineGroup
Global View Capital Management LLC103,956$2.64M0.93%13F-HRTimeline
Ervin Investment Management, LLC102,385$2.56M1.65%+23,91013F-HRTimeline
China Universal Asset Management Co., L…101,000$2.53M0.24%+100,00013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK100,068$2.51M0.22%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth99,701$2.5M0.01%-48,09113F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management97,671$2.45M0.04%-29,70213F-HRTimelineGroup
Mirabaud & Cie SA97,582$2.44M0.79%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC96,826$2.43M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,457$2.37M<0.01%-1,27313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC92,047$2.31M0.01%+7,41913F-HRTimeline
Aspect Partners, LLC91,940$2.3M1.33%-3,47513F-HRTimeline
True North Advisors, LLC91,932$2.3M0.54%+57513F-HRTimeline
WCG Wealth Advisors LLC89,888$2.25M0.15%+61813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…89,622$2.25M0.81%+7,77713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC86,417$2.22M0.49%+2,36613F-HRTimeline
World Investment Advisors84,877$2.13M0.06%+1,08513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV83,569$2.09M1.42%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.83,428$2.09M0.01%+9,75813F-HRTimeline
A. D. Beadell Investment Counsel, Inc.83,400$2.09M1.69%+10013F-HRTimeline
WOLFF WIESE MAGANA LLC82,062$2.06M1.36%-83013F-HRTimeline
Compound Planning, Inc.81,895$2.05M0.1%+12,60913F-HRTimeline
Channing Global Advisors, LLC81,789$2.05M1.36%-17,68113F-HRTimeline
MATAURO, LLC81,540$2.04M0.44%13F-HRTimeline
Pekin Hardy Strauss, Inc.81,485$2.04M0.26%-1,66713F-HRTimeline
Castle Rock Wealth Management, LLC66,312$1.83M0.43%+4,15713F-HRTimeline
BOS Asset Management, LLC72,423$1.81M0.65%-13,31813F-HRTimeline
Foundations Investment Advisors, LLC71,171$1.78M0.03%+12,34813F-HRTimeline
Sowell Financial Services LLC71,123$1.78M0.09%-38,98613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT65,302$1.64M0.2%-4013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,248$1.63M<0.01%+2,23613F-HRTimelineGroup
Creative Planningin group Creative Planning65,108$1.63M<0.01%-12,65113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP64,821$1.62M<0.01%+18,62013F-HRTimelineGroup
Mutual Advisors, LLC62,389$1.62M0.05%+55413F-HRTimeline
Wealth Alliance Advisory Group, LLC62,017$1.55M0.33%+313F-HRTimeline
Worth Asset Management, LLC61,591$1.54M0.82%-9,57513F-HRTimeline
OneDigital Investment Advisors LLC61,388$1.54M0.02%-95513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,812$1.52M<0.01%+23,80113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC60,661$1.52M0.29%+37013F-HRTimeline
IFP Advisors, Inc57,366$1.44M0.05%-5,68713F-HRTimeline
Anson Capital, Inc.55,610$1.39M1.21%-75313F-HRTimeline
Farther Finance Advisors, LLC55,380$1.39M0.05%-406,73613F-HRTimeline
Resonant Capital Advisors, LLC55,118$1.38M0.1%+80413F-HRTimeline
Terra Nova Asset Management LLC55,012$1.38M1.05%+80113F-HRTimeline
Marble Harbor Investment Counsel, LLC54,600$1.37M0.15%-10013F-HRTimeline
Legacy Wealth Asset Management, LLC53,947$1.35M0.37%+5,37213F-HRTimeline
Atria Investments, Inc50,810$1.27M0.02%+3,87413F-HRTimeline
Blue Capital, Inc.50,650$1.27M0.9%13F-HRTimeline
AMARA FINANCIAL, LLC.50,370$1.26M1.16%+4,82913F-HRTimeline
HRT FINANCIAL LP49,880$1.25M0.01%new13F-HRTimeline
GeoWealth Management, LLC49,141$1.23M0.04%-3,17813F-HRTimeline
Financial & Tax Architects, LLC49,071$1.23M0.31%-12,90313F-HRTimeline
MATHER GROUP, LLC.48,377$1.21M0.02%+18,71413F-HRTimeline
IHT Wealth Management, LLC48,230$1.21M0.04%-1,59513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …48,150$1.21M0.02%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.47,278$1.18M<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK47,097$1.18M0.01%013F-HRTimelineGroup
Global Assets Advisory, LLC46,408$1.18M0.65%+62013F-HRTimeline
Financial Advocates Investment Manageme…45,458$1.14M0.06%-1,06713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,250$1.13M0.01%013F-HRTimelineGroup
Investment Partners Asset Management, I…44,209$1.11M0.87%+10113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …43,897$1.1M0.64%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,436$1.06M0.07%-13913F-HRTimelineGroup
FLOW TRADERS U.S. LLC42,017$1.05M0.04%new13F-HRTimeline
Transform Wealth, LLC41,678$1.04M0.06%+22,83813F-HRTimeline
PACIFIC FINANCIAL GROUP INC41,643$1.04M0.77%-15,57113F-HRTimeline
Elite Financial, Inc.41,618$1.04M0.56%13F-HRTimeline
Beacon Pointe Advisors, LLC40,722$1.02M0.01%+16013F-HRTimeline
Paragon Private Wealth Management, LLC40,297$1.01M0.47%+4,29213F-HRTimeline
Xcel Wealth Management, LLC40,225$1.01M0.28%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/39,440$988K0.13%+13,97513F-HRTimeline
White Lighthouse Investment Management …39,246$983K0.17%-1,28013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,350$955K0.09%new13F-HRTimeline
COMERICA BANK37,897$949K<0.01%+3,23613F-HR/ATimeline
HARBOUR INVESTMENT MANAGEMENT LLC37,000$927K0.41%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC36,598$917K0.2%new13F-HRTimeline
Fielder Capital Group LLC35,476$889K0.28%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,024$877K0.01%-1,37513F-HRTimelineGroup
MAI Capital Management34,312$860K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC31,730$822K0.02%-38,23713F-HRTimeline
WHITTIER TRUST CO32,723$819K0.01%-1,57713F-HRTimeline
Warren Street Wealth Advisors, LLC32,595$817K0.34%-4,33713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,851$798K0.02%-29613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC31,710$794K<0.01%-20013F-HRTimelineGroup
Resurgent Financial Advisors LLC31,580$791K0.47%-57013F-HRTimeline
HB Wealth Management, LLC31,470$788K0.01%-9013F-HRTimeline
CoreCap Advisors, LLC30,245$758K0.03%+4,49313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,228$757K0.03%-50613F-HRTimelineGroup
INGALLS & SNYDER LLC29,340$735K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.29,235$732K<0.01%-1,82513F-HRTimeline
PFG Investments, LLC28,791$721K0.04%-1,26013F-HRTimeline
Elevate Capital Advisors, LLC28,302$709K0.62%13F-HRTimeline
Laird Norton Wetherby Wealth Management…27,868$698K0.03%013F-HRTimeline
Bay Capital Advisors, LLC27,799$696K0.56%13F-HRTimeline
Mayfair Advisory Group, LLC27,200$681K0.4%013F-HRTimeline
Tradition Wealth Management, LLC26,916$674K0.06%-1,35613F-HRTimeline
TOWNSQUARE CAPITAL LLC25,833$647K0.01%new13F-HRTimeline
EPG Wealth Management LLC25,208$631K0.17%013F-HRTimeline
Chicago Capital, LLC24,740$620K0.02%013F-HRTimeline
Belpointe Asset Management LLC25,908$619K0.04%-3,48813F-HRTimeline
Priebe Wealth Holdings LLC24,350$610K0.41%+14,25013F-HRTimeline
Acorn Wealth Advisors, LLC23,755$595K0.25%+2,36813F-HRTimeline
Avidian Wealth Enterprises, LLC23,700$594K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC23,141$580K0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,479$571K<0.01%+38813F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.22,670$568K0.08%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC22,534$564K0.15%-9713F-HRTimeline
Madden Advisory Services, Inc.22,203$556K0.26%013F-HRTimeline
Sigma Planning Corp22,125$554K0.02%+12913F-HRTimeline
Upper Left Wealth Management, LLC22,108$554K0.47%+2,62513F-HRTimeline
Betterment LLC21,309$534K<0.01%-66213F-HRTimeline
GM Advisory Group, LLC20,816$521K0.03%013F-HRTimeline
Cambria Investment Management, L.P.20,552$515K0.03%-84613F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC20,487$513K0.02%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC20,175$502K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.19,870$498K<0.01%-34913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC19,830$497K<0.01%013F-HR/ATimelineGroup