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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

383 managers (387 13F filers) reported a position in SGOL shares at 2025-03-31, 59,454,303 shares in all. 52 filers opened a position and 19 filers sold out during the quarter.

Managers
383
13F filers
387
New
52
Added
127
Reduced
113
Sold out
19
Shares held by filers
59,454,303

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Metis Global Partners, LLC4,549,069$136M3.81%-174,02513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,423,517$132M0.01%+3,357,04413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,520,061$105M0.01%+77,56413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,974,551$88.7M0.02%+227,92413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,473,004$73.7M0.01%+472,92213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,905,908$56.8M0.01%+45,45313F-HRTimelineGroup
HighTower Advisors, LLC1,815,378$54.1M0.07%-158,08713F-HRTimeline
LPL Financial LLC1,432,048$42.7M0.02%+64,01513F-HRTimeline
Pureheart Capital Pte Ltd.1,158,000$34.5M5.13%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,113,894$33.2M-17,427Timeline
PURE PORTFOLIOS HOLDINGS LLC1,072,147$32M11.75%+8,94213F-HRTimeline
Almanack Investment Partners, LLC.758,994$22.6M4.49%-132,62613F-HRTimeline
GUARDIAN POINT CAPITAL, LPin group GUARDIAN POINT CAPITAL, LP750,000$22.4M13.48%new13F-HRTimelineGroup
Towneley Capital Management, Inc / DE738,788$22M5.15%+19,13613F-HRTimeline
Ethos Financial Group, LLC857,019$21.5M2.06%+7,23113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS648,593$19.3M0.01%+642,65013F-HRTimelineGroup
W1M Investment Management Ltd612,260$18.3M0.28%+2,10013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding599,904$17.9M-72,538Timeline
Allen Capital Group, LLC572,725$17.1M1.96%-2,67113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA545,630$16.3M<0.01%+4,78413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…538,094$16M0.05%+22,67813F-HRTimeline
Mountain Lake Investment Management LLC529,402$15.8M14.86%+82,10713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC503,300$15M0.02%+348,90013F-HRTimeline
Blue Trust, Inc.502,666$15M0.19%-42,43613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd495,875$14.8M0.33%new13F-HRTimelineGroup
Savvy Advisors, Inc.487,868$14.5M1.46%+58,05213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV480,198$14.3M3.11%-3,37513F-HRTimeline
CWM, LLCin group CWM, LLC465,594$13.9M0.06%-1,69713F-HRTimelineGroup
Cetera Investment Advisers460,861$13.7M0.03%+3,58413F-HRTimeline
Freedom Investment Management, Inc.455,829$13.6M1.14%-38,68613F-HRTimeline
Global View Capital Management LLC454,788$13.6M4.93%+350,83213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC447,801$13.4M0.02%+14,71613F-HRTimeline
WT Wealth Management439,571$13.1M4.26%+1,14713F-HRTimeline
Newman Dignan & Sheerar, Inc.437,729$13.1M3.56%-9,67513F-HR/ATimeline
Stonebridge Financial Group, LLC432,980$12.9M1.37%-11,26213F-HRTimeline
Ameliora Wealth Management Ltd.432,027$12.9M4.85%+7,04113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…426,850$12.5M0.05%+125,75013F-HRTimelineGroup
BFSG, LLC399,373$11.9M1.45%-8,78513F-HRTimeline
Merit Financial Group, LLC378,344$11.3M0.17%+48,09413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.372,216$11.1M0.02%+47813F-HRTimelineGroup
Cypress Capital, LLC359,166$10.7M3.09%-61913F-HRTimeline
Norris Financial Group, LLC344,478$10.3M4.79%+37,46913F-HRTimeline
Capital Management Associates, Inc343,920$10.3M2.32%+2,38213F-HRTimeline
Mariner, LLCin group Mariner, LLC336,003$10M0.02%+67,53713F-HRTimelineGroup
Focus Financial Network, Inc.310,181$9.25M0.38%+11,11513F-HRTimeline
NewEdge Advisors, LLC299,418$8.93M0.05%+4,47113F-HRTimeline
180 WEALTH ADVISORS, LLC292,859$8.73M1.39%+2,39513F-HRTimeline
MRWM Advisors, LLC289,662$8.64M6%-20,22613F-HRTimeline
Kensington Asset Management, LLC280,678$8.37M0.88%-8,69313F-HRTimeline
Encompass More Asset Management279,182$8.33M2.48%+25,53213F-HRTimeline
Atria Wealth Solutions, Inc.273,481$8.16M0.1%+65,23813F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding273,040$8.14M+145,265Timeline
Choate Investment Advisors272,356$8.12M0.2%+4,87413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\271,318$8.09M0.01%+9713F-HRTimelineGroup
Bison Wealth, LLC255,960$8.05M0.75%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC265,606$7.92M0.01%+168,78013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.263,687$7.86M0.02%-56,42213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources262,869$7.84M<0.01%+3,55713F-HRTimelineGroup
Client First Investment Management LLC250,665$7.47M5.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,030$7.22M<0.01%+116,78513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC240,816$7.2M<0.01%+55,61613F-HRTimelineGroup
Fiduciary Alliance LLC227,500$6.78M0.67%+3,52713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC223,744$6.67M0.77%+62,34913F-HRTimelineGroup
Timber Creek Capital Management LLC223,629$6.67M1.78%-1,78013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC220,343$6.57M10.12%-10,02113F-HRTimeline
BCM ADVISORS, LLC195,992$6.05M1.37%-8,57013F-HRTimeline
Empirical Asset Management, LLC194,859$5.81M1.98%+10,55313F-HRTimeline
Empowered Funds, LLC188,241$5.61M0.08%+6,28713F-HRTimeline
MML INVESTORS SERVICES, LLC177,900$5.3M0.02%+85,85313F-HRTimeline
Avos Capital Management, LLC162,131$4.83M3.19%-5,05213F-HRTimeline
MONECO ADVISORS, LLC155,439$4.64M0.48%+3,04613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC154,673$4.61M0.01%-140,78413F-HR/ATimelineGroup
Global Assets Advisory, LLC148,285$4.33M0.82%+101,87713F-HRTimeline
China Universal Asset Management Co., L…141,000$4.2M0.39%+40,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS137,496$4.1M0.01%-14,41413F-HRTimeline
Ervin Investment Management, LLC137,065$4.09M2.76%+34,68013F-HRTimeline
Terra Nova Asset Management LLC135,614$4.04M3.18%+80,60213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…135,546$4.04M0.01%-6,65213F-HRTimeline
CHOREO, LLC133,428$3.98M0.06%+21,71213F-HRTimeline
HARBOUR INVESTMENTS, INC.129,060$3.85M0.11%-46,88313F-HRTimeline
Cresset Asset Management, LLC128,951$3.85M0.02%new13F-HRTimeline
Worth Asset Management, LLC128,207$3.82M2.09%+66,61613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.126,013$3.76M0.04%+20,27613F-HRTimelineGroup
Foundations Investment Advisors, LLC121,653$3.63M0.07%+50,48213F-HRTimeline
Proficio Capital Partners LLC120,423$3.59M0.28%013F-HRTimeline
Narwhal Capital Management120,180$3.58M0.32%-7,16013F-HRTimeline
E Fund Management Co., Ltd.119,505$3.56M0.17%new13F-HRTimeline
Luminist Capital LLC118,978$3.54M3.81%-9,70913F-HRTimeline
SYON CAPITAL LLC115,136$3.43M0.28%013F-HRTimeline
Lifeworks Advisors, LLC113,094$3.37M0.56%-77,37513F-HRTimeline
Avestar Capital, LLC111,319$3.32M0.32%+1,46413F-HRTimeline
Liquid Strategies, LLC109,934$3.28M0.62%-179,43713F-HRTimeline
SYNOVUS FINANCIAL CORP109,416$3.26M0.04%+86213F-HRTimeline
Arkadios Wealth Advisors101,521$3.03M0.11%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth98,243$2.93M0.01%-1,45813F-HR/ATimelineGroup
TUDOR INVESTMENT CORP ET AL95,503$2.85M0.03%-562,20413F-HRTimeline
WCG Wealth Advisors LLC92,516$2.76M0.21%+2,62813F-HR/ATimeline
Aspect Partners, LLC91,938$2.74M1.57%-213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management91,903$2.74M0.04%-5,76813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…90,287$2.69M1.03%+66513F-HRTimeline
True North Advisors, LLC89,912$2.68M0.48%-2,02013F-HRTimeline
AMARA FINANCIAL, LLC.85,692$2.56M2.36%+35,32213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK100,068$2.51M0.23%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC83,083$2.51M0.55%-3,33413F-HRTimeline
Compound Planning, Inc.83,592$2.49M0.11%+1,69713F-HRTimeline
Pekin Hardy Strauss, Inc.82,985$2.47M0.3%+1,50013F-HRTimeline
GeoWealth Management, LLC82,831$2.47M0.1%+33,69013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP84,008$2.47M<0.01%+19,18713F-HR/ATimelineGroup
MATAURO, LLC82,739$2.47M0.5%+1,19913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.82,613$2.46M0.01%-81513F-HRTimeline
WOLFF WIESE MAGANA LLC82,062$2.45M1.67%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,964$2.44M<0.01%-12,49313F-HRTimelineGroup
HRT FINANCIAL LP78,273$2.33M0.01%+28,39313F-HRTimeline
A. D. Beadell Investment Counsel, Inc.78,100$2.33M1.94%-5,30013F-HRTimeline
Mutual Advisors, LLC70,738$2.23M0.06%+8,34913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV73,225$2.18M1.54%-10,34413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,188$2.18M0.01%+7,94013F-HRTimelineGroup
PINKERTON WEALTH, LLC72,762$2.17M0.28%-110,22213F-HRTimeline
BOS Asset Management, LLC72,623$2.17M0.74%+20013F-HRTimeline
Sowell Financial Services LLC70,220$2.09M0.1%-90313F-HRTimeline
Castle Rock Wealth Management, LLC67,018$1.99M0.54%+70613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,978$1.88M<0.01%+2,16613F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC62,017$1.85M0.38%013F-HRTimeline
Creative Planningin group Creative Planning61,420$1.83M<0.01%-3,68813F-HRTimelineGroup
OneDigital Investment Advisors LLC60,821$1.81M0.02%-56713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC60,661$1.81M0.34%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT59,093$1.76M0.22%-6,20913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED58,803$1.73M0.16%+20,45313F-HR/ATimeline
Mirabaud & Cie SA57,964$1.73M0.59%-39,61813F-HRTimeline
Plan Group Financial, LLC57,800$1.72M0.62%new13F-HRTimeline
Resonant Capital Advisors, LLC55,118$1.64M0.11%013F-HRTimeline
Legacy Wealth Asset Management, LLC54,614$1.63M0.45%+66713F-HRTimeline
Marble Harbor Investment Counsel, LLC54,600$1.63M0.18%013F-HRTimeline
IFP Advisors, Inc54,217$1.62M0.05%-3,14913F-HRTimeline
Perigon Wealth Management, LLC54,108$1.61M0.04%+22,37813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC52,236$1.56M0.02%+29,09513F-HRTimelineGroup
Financial & Tax Architects, LLC51,711$1.54M0.39%+2,64013F-HRTimeline
IHT Wealth Management, LLC50,001$1.49M0.05%+1,77113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …48,150$1.44M0.02%013F-HRTimelineGroup
Investment Partners Asset Management, I…47,542$1.42M1.11%+3,33313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,097$1.4M0.01%013F-HRTimelineGroup
Anson Capital, Inc.46,604$1.39M1.19%-9,00613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,763$1.36M0.01%+51313F-HRTimelineGroup
MATHER GROUP, LLC.44,960$1.34M0.02%-3,41713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.44,421$1.32M<0.01%-2,85713F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …42,649$1.27M0.79%-1,24813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/42,615$1.27M0.17%+3,17513F-HRTimeline
Beacon Pointe Advisors, LLC42,548$1.27M0.01%+1,82613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,436$1.27M0.08%013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC42,405$1.26M0.27%+5,80713F-HRTimeline
Atria Investments, Inc41,896$1.25M0.02%-8,91413F-HRTimeline
Financial Advocates Investment Manageme…41,639$1.24M0.09%-3,81913F-HRTimeline
Elite Financial, Inc.41,618$1.24M0.66%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC40,870$1.22M0.02%-130,89313F-HR/ATimelineGroup
Xcel Wealth Management, LLC40,225$1.2M0.37%013F-HRTimeline
MAI Capital Management39,683$1.18M0.01%+5,37113F-HRTimeline
COMERICA BANK39,650$1.18M<0.01%+1,75313F-HRTimeline
White Lighthouse Investment Management …38,898$1.16M0.21%-34813F-HRTimeline
Transform Wealth, LLC37,229$1.11M0.07%-4,44913F-HRTimeline
Paragon Private Wealth Management, LLC36,825$1.1M0.51%-3,47213F-HRTimeline
World Investment Advisors35,836$1.07M0.03%-49,04113F-HRTimeline
Fielder Capital Group LLC35,422$1.06M0.31%-5413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,227$1.05M0.02%+20313F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC34,550$1.03M0.47%-2,45013F-HRTimeline
Prime Capital Investment Advisors, LLC33,885$1.01M0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC33,646$1M0.01%+7,81313F-HRTimeline
Warren Street Wealth Advisors, LLC33,422$997K0.39%+82713F-HRTimeline
Elevate Capital Advisors, LLC33,377$995K0.92%+5,07513F-HRTimeline
CoreCap Advisors, LLC32,601$972K0.04%+2,35613F-HRTimeline
INGALLS & SNYDER LLC32,440$967K0.03%+3,10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,710$946K<0.01%013F-HRTimelineGroup
Resurgent Financial Advisors LLC31,689$945K0.57%+10913F-HRTimeline
HB Wealth Management, LLC31,470$938K0.01%013F-HRTimeline
Priebe Wealth Holdings LLC30,300$904K0.56%+5,95013F-HRTimeline
WHITTIER TRUST CO30,300$903K0.01%-2,42313F-HRTimeline
Mission Financial Group, LLC20,164$900K0.83%13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC30,097$897K0.05%+9,61013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC29,685$885K0.14%new13F-HRTimeline
Belpointe Asset Management LLC28,734$857K0.04%+2,82613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,491$850K0.03%-1,73713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,758$828K0.05%+15,90713F-HRTimelineGroup
Sigma Planning Corp27,601$823K0.03%+5,47613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC27,600$823K0.03%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,851$798K0.02%013F-HRTimelineGroup
Fragasso Financial Advisors Inc26,449$789K0.06%new13F-HRTimeline
Bay Capital Advisors, LLC26,299$784K0.65%-1,50013F-HRTimeline
SCOTIA CAPITAL INC.26,110$779K<0.01%-3,12513F-HRTimeline
PFG Investments, LLC25,797$769K0.05%-2,99413F-HRTimeline
Balboa Wealth Partners25,737$767K0.19%new13F-HRTimeline
Tradition Wealth Management, LLC25,408$758K0.07%-1,50813F-HRTimeline
EPG Wealth Management LLC25,208$752K0.21%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC24,906$743K0.6%-16,73713F-HRTimeline
Chicago Capital, LLC24,740$738K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC23,700$707K0.03%013F-HRTimeline
Acorn Wealth Advisors, LLC23,435$699K0.29%-32013F-HRTimeline
Safeguard Investment Advisory Group, LLC23,191$692K0.19%+65713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.22,648$675K0.1%-2213F-HRTimeline
Madden Advisory Services, Inc.21,637$645K0.3%-56613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,479$640K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,474$640K<0.01%-99,08413F-HRTimelineGroup