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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

389 managers (393 13F filers) reported a position in SGOL shares at 2025-06-30, 60,018,446 shares in all. 35 filers opened a position and 30 filers sold out during the quarter.

Managers
389
13F filers
393
New
35
Added
114
Reduced
144
Sold out
30
Shares held by filers
60,018,446

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Metis Global Partners, LLC5,373,804$169M4.37%+824,73513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,507,293$142M0.01%+83,77613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,647,167$115M0.01%+127,10613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,903,383$91.6M0.02%-71,16813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,177,560$68.7M<0.01%-295,44413F-HRTimelineGroup
HighTower Advisors, LLC1,850,030$58.3M0.07%+34,65213F-HRTimeline
UBS Group AGin group UBS Group AG1,583,112$49.9M0.01%-322,79613F-HRTimelineGroup
LPL Financial LLC1,381,839$43.6M0.01%-50,20913F-HRTimeline
Pureheart Capital Pte Ltd.1,217,000$38.4M6.34%+59,00013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd1,216,015$38.4M0.66%+720,14013F-HRTimelineGroup
GUARDIAN POINT CAPITAL, LPin group GUARDIAN POINT CAPITAL, LP1,200,000$37.8M17.32%+450,00013F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC1,011,270$31.9M10.81%-60,87713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,000,476$31.6M-113,418Timeline
Ethos Financial Group, LLC954,086$30.1M2.59%+97,06713F-HRTimeline
Almanack Investment Partners, LLC.793,755$25M3.98%+34,76113F-HRTimeline
E Fund Management Co., Ltd.753,291$23.8M1.13%+633,78613F-HRTimeline
Towneley Capital Management, Inc / DE630,146$19.9M4.56%-108,64213F-HRTimeline
W1M Investment Management Ltd624,960$19.7M0.27%+12,70013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding623,456$19.7M+23,552Timeline
TUDOR INVESTMENT CORP ET AL586,614$18.5M0.14%+491,11113F-HRTimeline
Allen Capital Group, LLC577,682$18.2M1.9%+4,95713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA554,012$17.5M<0.01%+8,38213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…531,691$16.8M0.05%-6,40313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…524,550$16.5M0.06%+97,70013F-HRTimelineGroup
Mountain Lake Investment Management LLC515,933$16.3M13.54%-13,46913F-HRTimeline
Ameliora Wealth Management Ltd.513,662$16.2M5.79%+81,63513F-HRTimeline
BFSG, LLC506,781$16M1.79%+107,40813F-HRTimeline
Savvy Advisors, Inc.485,460$15.3M1.02%-2,40813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV474,842$15M2.82%-5,35613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC471,102$14.9M0.01%+229,07213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC461,269$14.5M0.02%+13,46813F-HRTimeline
Blue Trust, Inc.445,815$14.1M0.17%-56,85113F-HRTimeline
MML INVESTORS SERVICES, LLC443,846$14M0.04%+265,94613F-HRTimeline
CWM, LLCin group CWM, LLC425,756$13.4M0.05%-39,83813F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.418,637$13.2M3.03%-19,09213F-HRTimeline
Cetera Investment Advisers408,851$12.9M0.02%-52,01013F-HRTimeline
Freedom Investment Management, Inc.406,217$12.8M1.02%-49,61213F-HRTimeline
Stonebridge Financial Group, LLC391,121$12.3M1.2%-41,85913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.376,366$11.9M0.02%+4,15013F-HRTimelineGroup
Merit Financial Group, LLC375,728$11.9M0.13%-2,61613F-HRTimeline
WT Wealth Management371,209$11.7M3.47%-68,36213F-HRTimeline
MRWM Advisors, LLC341,012$10.8M6.73%+51,35013F-HRTimeline
Capital Management Associates, Inc338,375$10.7M3.38%-5,54513F-HRTimeline
Cypress Capital, LLC327,611$10.3M3%-31,55513F-HRTimeline
Focus Financial Network, Inc.316,907$10M0.39%+6,72613F-HRTimeline
Encompass More Asset Management315,137$9.94M2.33%+35,95513F-HRTimeline
Mariner, LLCin group Mariner, LLC312,434$9.85M0.01%-23,56913F-HRTimelineGroup
NewEdge Advisors, LLC303,309$9.57M0.05%+3,89113F-HRTimeline
Choate Investment Advisors299,841$9.46M0.21%+27,48513F-HRTimeline
Norris Financial Group, LLC297,584$9.39M3.84%-46,89413F-HRTimeline
180 WEALTH ADVISORS, LLC292,910$9.24M1.29%+5113F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…292,900$9.24M0.07%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\268,596$8.47M0.01%-2,72213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.268,134$8.46M0.02%+4,44713F-HR/ATimelineGroup
Evelyn Partners Group Ltdgroup of 3 filers holding258,688$8.16M-14,352Timeline
FRANKLIN RESOURCES INCin group Franklin Resources251,398$7.93M<0.01%-11,47113F-HRTimelineGroup
Timber Creek Capital Management LLC231,971$7.47M1.9%+8,34213F-HRTimeline
Fiduciary Alliance LLC216,523$6.83M0.51%-10,97713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC212,546$6.71M<0.01%-28,27013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC211,435$6.67M0.01%new13F-HRTimelineGroup
BCM ADVISORS, LLC198,699$6.3M1.34%+2,70713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC197,399$6.23M0.32%new13F-HRTimelineGroup
Empirical Asset Management, LLC197,065$6.22M1.92%+2,20613F-HRTimeline
Bison Wealth, LLC180,294$5.77M0.46%-75,66613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC180,759$5.7M0.59%-42,98513F-HRTimelineGroup
Avos Capital Management, LLC173,928$5.49M3.13%+11,79713F-HRTimeline
CHOREO, LLC162,897$5.14M0.07%+29,46913F-HRTimeline
MONECO ADVISORS, LLC152,477$4.81M0.45%-2,96213F-HRTimeline
Avestar Capital, LLC151,014$4.76M0.35%+39,69513F-HRTimeline
China Universal Asset Management Co., L…146,000$4.6M0.43%+5,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS144,513$4.56M0.01%+7,01713F-HRTimeline
Worth Asset Management, LLC144,247$4.55M2.24%+16,04013F-HRTimeline
Ervin Investment Management, LLC143,110$4.51M2.82%+6,04513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,937$4.29M0.01%-60913F-HRTimeline
Terra Nova Asset Management LLC135,873$4.29M3%+25913F-HRTimeline
Luminist Capital LLC133,840$4.26M4.22%+14,86213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.132,315$4.17M0.03%+6,30213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC131,325$4.14M<0.01%-134,28113F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC131,260$4.14M0.05%+90,39013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.124,046$3.91M0.1%-5,01413F-HRTimeline
Proficio Capital Partners LLC120,423$3.8M0.24%013F-HRTimeline
Narwhal Capital Management117,976$3.72M0.3%-2,20413F-HRTimeline
Cresset Asset Management, LLC117,466$3.7M0.02%-11,48513F-HR/ATimeline
SYON CAPITAL LLC115,136$3.63M0.24%013F-HRTimeline
SYNOVUS FINANCIAL CORP108,250$3.41M0.04%-1,16613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,745$3.3M<0.01%+22,78113F-HRTimelineGroup
Lifeworks Advisors, LLC101,302$3.2M0.48%-11,79213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth100,148$3.16M0.01%+1,90513F-HRTimelineGroup
Arkadios Wealth Advisors99,103$3.13M0.09%-2,41813F-HRTimeline
WCG Wealth Advisors LLC94,041$2.97M0.19%+1,52513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…91,019$2.87M1.03%+73213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,330$2.82M<0.01%+6,32213F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV88,214$2.78M1.86%+14,98913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management85,352$2.69M0.04%-6,55113F-HRTimelineGroup
Compound Planning, Inc.83,592$2.64M0.1%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.83,135$2.62M0.01%+52213F-HRTimeline
Aspect Partners, LLC82,202$2.59M1.28%-9,73613F-HRTimeline
True North Advisors, LLC81,365$2.57M0.49%-8,54713F-HRTimeline
Pekin Hardy Strauss, Inc.81,185$2.56M0.29%-1,80013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC80,061$2.55M0.46%-3,02213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,427$2.54M0.01%+7,23913F-HR/ATimelineGroup
MATAURO, LLC79,881$2.52M0.47%-2,85813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK100,068$2.51M0.23%013F-HRTimeline
AMARA FINANCIAL, LLC.78,647$2.48M2.18%-7,04513F-HRTimeline
Channing Global Advisors, LLC77,362$2.44M1.57%new13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.76,250$2.4M1.83%-1,85013F-HRTimeline
Global Assets Advisory, LLC72,545$2.31M0.9%-75,74013F-HRTimeline
BOS Asset Management, LLC71,097$2.24M0.72%-1,52613F-HRTimeline
Sowell Financial Services LLC71,029$2.24M0.09%+80913F-HRTimeline
Foundations Investment Advisors, LLC70,323$2.22M0.04%-51,33013F-HRTimeline
Mutual Advisors, LLC69,107$2.2M0.05%-1,63113F-HRTimeline
GeoWealth Management, LLC69,090$2.18M0.09%-13,74113F-HRTimeline
Castle Rock Wealth Management, LLC67,155$2.17M0.51%+13713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,094$2.15M<0.01%+5,11613F-HRTimelineGroup
Creative Planningin group Creative Planning64,456$2.03M<0.01%+3,03613F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …64,312$2.03M1.18%+21,66313F-HRTimeline
Wealth Alliance Advisory Group, LLC62,017$1.96M0.37%013F-HRTimeline
Global View Capital Management LLC61,192$1.93M0.62%-393,59613F-HRTimeline
Plan Group Financial, LLC59,800$1.89M0.62%+2,00013F-HRTimeline
HRT FINANCIAL LP59,629$1.88M0.01%-18,64413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC59,571$1.88M0.31%-1,09013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT59,093$1.86M0.22%013F-HRTimeline
Mirabaud & Cie SA57,964$1.83M0.58%013F-HRTimeline
FLOW TRADERS U.S. LLC57,277$1.81M0.07%new13F-HRTimeline
Legacy Wealth Asset Management, LLC57,175$1.8M0.46%+2,56113F-HRTimeline
Resonant Capital Advisors, LLC54,675$1.72M0.11%-44313F-HRTimeline
Marble Harbor Investment Counsel, LLC54,600$1.72M0.19%013F-HRTimeline
OneDigital Investment Advisors LLC52,405$1.65M0.02%-8,41613F-HRTimeline
IFP Advisors, Inc50,965$1.61M0.05%-3,25213F-HRTimeline
Investment Partners Asset Management, I…50,197$1.58M1.1%+2,65513F-HRTimeline
IHT Wealth Management, LLC50,001$1.58M0.04%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …48,150$1.52M0.02%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,118$1.52M<0.01%+26,64413F-HRTimelineGroup
Elevate Capital Advisors, LLC47,816$1.51M1.2%+14,43913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED47,652$1.5M0.13%-11,15113F-HRTimeline
Financial & Tax Architects, LLC47,197$1.49M0.36%-4,51413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,097$1.49M0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,949$1.45M0.01%+18613F-HRTimelineGroup
Beacon Pointe Advisors, LLC45,595$1.44M0.02%+3,04713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC45,134$1.43M<0.01%+13,42413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.44,440$1.4M<0.01%+1913F-HRTimelineGroup
MATHER GROUP, LLC.44,197$1.39M0.01%-76313F-HRTimeline
Anson Capital, Inc.43,666$1.38M1.11%-2,93813F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC43,128$1.36M1.96%-177,21513F-HRTimeline
Blue Capital, Inc.41,700$1.32M0.93%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,167$1.3M0.08%-1,26913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,978$1.29M0.02%+9,12713F-HRTimelineGroup
Xcel Wealth Management, LLC40,205$1.27M0.36%-2013F-HRTimeline
MAI Capital Management40,052$1.26M0.01%+36913F-HRTimeline
Elite Financial, Inc.38,901$1.25M0.62%-2,71713F-HRTimeline
Financial Advocates Investment Manageme…39,607$1.25M0.1%-2,03213F-HRTimeline
COMERICA BANK39,420$1.24M<0.01%-23013F-HRTimeline
Atria Investments, Inc39,218$1.24M0.01%-2,67813F-HRTimeline
WOLVERINE TRADING, LLC39,563$1.23M0.03%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/37,221$1.17M0.13%-5,39413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC35,575$1.12M0.01%-16,66113F-HRTimelineGroup
White Lighthouse Investment Management …35,574$1.12M0.18%-3,32413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,327$1.11M0.02%+10013F-HRTimelineGroup
Paragon Private Wealth Management, LLC34,602$1.09M0.43%-2,22313F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC34,550$1.09M0.47%013F-HRTimeline
Priebe Wealth Holdings LLC34,400$1.08M0.94%+4,10013F-HRTimeline
NorthCoast Asset Management LLC34,311$1.08M<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC33,649$1.06M0.13%+3,96413F-HRTimeline
World Investment Advisors33,101$1.04M0.02%-2,73513F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC33,097$1.04M0.05%+3,00013F-HRTimelineGroup
Fielder Capital Group LLC33,012$1.04M0.28%-2,41013F-HRTimeline
INGALLS & SNYDER LLC32,440$1.02M0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,816$1M<0.01%+16,62413F-HR/ATimelineGroup
Belpointe Asset Management LLC30,750$970K0.04%+2,01613F-HRTimeline
WHITTIER TRUST CO30,300$956K0.01%013F-HRTimeline
PINKERTON WEALTH, LLC29,386$927K0.11%-43,37613F-HRTimeline
Warren Street Wealth Advisors, LLC29,190$921K0.31%-4,23213F-HRTimeline
CoreCap Advisors, LLC29,181$920K0.04%-3,42013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,515$900K0.03%+2413F-HRTimelineGroup
Balboa Wealth Partners28,527$900K0.18%+2,79013F-HRTimeline
Fragasso Financial Advisors Inc28,006$883K0.06%+1,55713F-HRTimeline
Claris Financial LLC27,957$882K0.66%+16,56513F-HRTimeline
Efficient Advisors, LLC27,725$874K0.05%new13F-HRTimeline
Resurgent Financial Advisors LLC27,360$863K0.47%-4,32913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,301$861K0.04%-45713F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO26,767$853K0.25%+9,57413F-HRTimeline
Private Advisor Group, LLC26,959$850K<0.01%+8,39113F-HRTimeline
Sigma Planning Corp26,803$845K0.03%-79813F-HRTimeline
Bay Capital Advisors, LLC26,299$829K0.63%013F-HRTimeline
SCOTIA CAPITAL INC.26,004$820K<0.01%-10613F-HRTimeline
Laird Norton Wetherby Wealth Management…25,677$810K0.04%13F-HRTimeline
EPG Wealth Management LLC25,208$795K0.24%013F-HRTimeline
Wealth Watch Advisors, INC24,774$781K0.45%new13F-HRTimeline
Chicago Capital, LLC24,740$780K0.02%013F-HRTimeline
Perigon Wealth Management, LLC24,464$772K0.02%-29,64413F-HRTimeline
WOLFF WIESE MAGANA LLC24,020$758K0.47%-58,04213F-HRTimeline
Tradition Wealth Management, LLC23,957$756K0.06%-1,45113F-HRTimeline
PFG Investments, LLC23,888$753K0.04%-1,90913F-HRTimeline
Safeguard Investment Advisory Group, LLC23,191$731K0.18%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC23,059$727K0.57%-1,84713F-HRTimeline
HB Wealth Management, LLC22,710$716K0.01%-8,76013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,479$709K<0.01%013F-HRTimelineGroup
Castleview Partners, LLC22,360$705K0.45%+4,16013F-HRTimeline
Orion Porfolio Solutions, LLC22,024$695K0.01%+13,11213F-HR/ATimeline
Janney Montgomery Scott LLC21,811$688K<0.01%+2,48813F-HRTimeline