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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
Metis Global Partners, LLC6,150,494$253M5.97%-658,09713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,367,518$179M0.01%+238,70413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,819,302$157M0.01%+75,75413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,026,827$124M0.02%+77,30013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,319,730$95.3M0.01%+124,40413F-HR/ATimelineGroup
LPL Financial LLC2,059,659$84.6M0.02%+300,74613F-HRTimeline
HighTower Advisors, LLC1,833,770$75.3M0.08%-31,50513F-HRTimeline
UBS Group AGin group UBS Group AG1,736,674$71.3M0.01%+44,16413F-HRTimelineGroup
GUARDIAN POINT CAPITAL, LPin group GUARDIAN POINT CAPITAL, LP1,300,000$53.4M16.52%+100,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,018,950$41.9M-41,720Timeline
PURE PORTFOLIOS HOLDINGS LLC1,013,425$41.6M12.54%-1,66513F-HRTimeline
Almanack Investment Partners, LLC.1,005,236$41.3M7.02%-46,44313F-HRTimeline
Ethos Financial Group, LLC997,325$41M3.03%+23,90513F-HRTimeline
Jain Global LLC644,220$26.5M0.26%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA628,244$25.8M<0.01%+7,10813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…621,550$25.5M0.07%+35,00013F-HRTimelineGroup
W1M Asset Management Ltd616,575$25.3M0.26%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC591,665$24.3M0.01%+89,15413F-HRTimelineGroup
Ameliora Wealth Management Ltd.588,218$24.2M7.36%+80,07413F-HRTimeline
Towneley Capital Management, Inc / DE584,802$24M5.06%-22,50913F-HRTimeline
Cetera Investment Advisers580,336$23.8M0.03%+14,09713F-HRTimeline
MAI Capital Management549,620$22.6M0.13%-1,95413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding548,240$22.5M+30,067Timeline
BFSG, LLC497,349$20.4M1.99%-5,73713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC496,382$20.4M0.03%+31,58813F-HRTimeline
Allen Capital Group, LLC464,245$19.1M1.75%-123,16913F-HRTimeline
Savvy Advisors, Inc.460,111$18.9M0.61%-19,50213F-HRTimeline
MML INVESTORS SERVICES, LLC460,084$18.9M0.05%-10,06113F-HRTimeline
WT Wealth Management452,444$18.6M5.34%-16,34913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.431,346$17.7M0.03%+14,14413F-HRTimelineGroup
Stonebridge Financial Group, LLC429,789$17.7M1.51%+9,05413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV428,993$17.6M3.21%-3,66013F-HRTimeline
Blue Trust, Inc.413,380$17M0.19%-15,12713F-HRTimeline
CWM, LLCin group CWM, LLC408,709$16.8M0.05%-10,28413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL392,008$16.1M0.09%+111,15913F-HRTimeline
Newman Dignan & Sheerar, Inc.379,816$15.6M3.25%-26,63513F-HRTimeline
Merit Financial Group, LLC376,004$15.4M0.12%-8,71613F-HRTimeline
Encompass More Asset Management371,305$15.3M2.83%+6,72213F-HRTimeline
Mountain Lake Investment Management LLC362,721$14.9M11.32%-96,38013F-HRTimeline
Focus Financial Network, Inc.358,144$14.7M0.51%+3,54313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC355,082$14.6M<0.01%+108,64613F-HRTimelineGroup
Choate Investment Advisors346,383$14.2M0.28%+40,34113F-HRTimeline
MRWM Advisors, LLC340,345$14M7.5%-15,24213F-HRTimeline
Cambridge Investment Research Advisors,…326,352$13.4M0.04%-24,32313F-HRTimeline
Cypress Capital, LLC319,126$13.1M3.67%-1,49213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC315,536$13M0.02%+304,70413F-HRTimelineGroup
Norris Financial Group, LLC306,444$12.6M4.28%-2,20013F-HRTimeline
180 WEALTH ADVISORS, LLC302,007$12.4M1.41%+4,27213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.296,657$12.2M0.02%-14,73113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC293,747$12.1M0.01%+80313F-HRTimelineGroup
Capital Management Associates, Inc284,253$11.7M2.58%-9,36513F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC282,368$11.6M9.55%13F-HRTimeline
Kensington Asset Management, LLC278,002$11.5M0.59%+107,31813F-HRTimeline
Mariner, LLCin group Mariner, LLC277,396$11.4M0.01%+3,43213F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 3 filers holding274,850$11.3M+7,623Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC270,661$11.1M1.02%+47,77813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\268,556$11M0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources258,247$10.6M<0.01%-8213F-HRTimelineGroup
Fiduciary Alliance LLC257,637$10.6M0.69%+47,86113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …247,904$10.2M0.38%+6,68713F-HRTimelineGroup
Timber Creek Capital Management LLC231,721$9.52M2.21%+1,06013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC231,136$9.5M0.01%-19,72213F-HRTimelineGroup
NewEdge Advisors, LLC231,133$9.49M0.03%-71,43313F-HRTimeline
Avestar Capital, LLC227,857$9.36M0.64%+46,74513F-HRTimeline
Empirical Asset Management, LLC205,971$8.46M2.39%+36,57813F-HRTimeline
China Universal Asset Management Co., L…203,500$8.36M0.64%+57,50013F-HRTimeline
BCM ADVISORS, LLC171,267$8.13M1.56%-4,68413F-HRTimeline
Avos Capital Management, LLC188,530$7.74M3.38%-11,45813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP180,370$7.41M<0.01%+45,58413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…177,231$7.28M0.01%+97,23313F-HR/ATimelineGroup
MONECO ADVISORS, LLC152,806$6.28M0.5%-8013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS149,387$6.14M0.01%-53313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP147,788$6.07M0.01%+13,86213F-HRTimelineGroup
Ervin Investment Management, LLC146,880$6.03M3.38%+2,11013F-HR/ATimeline
CHOREO, LLC144,752$5.99M0.08%-9,12313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…142,555$5.86M1.72%+48,19513F-HRTimeline
Clear Retirement Advice LLC119,652$5.63M4.38%13F-HRTimeline
Terra Nova Asset Management LLC133,807$5.5M3.62%-5,79913F-HRTimeline
Luminist Capital LLC133,097$5.47M6.74%-5,19213F-HRTimeline
HARBOUR INVESTMENTS, INC.133,037$5.47M0.11%+8,19513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth128,748$5.29M0.01%+29,96713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…128,572$5.28M<0.01%+48,40813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…123,277$5.28M0.01%-1,46213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.122,575$5.04M0.03%-15,31713F-HRTimelineGroup
Proficio Capital Partners LLC120,423$4.95M0.35%013F-HRTimeline
Narwhal Capital Management116,026$4.77M0.35%+2513F-HRTimeline
SYON CAPITAL LLC115,136$4.73M0.24%013F-HRTimeline
Arete Wealth Advisors, LLC114,989$4.72M0.33%+3,17013F-HR/ATimeline
Worth Asset Management, LLC109,648$4.5M1.91%+39,53913F-HRTimeline
Cresset Asset Management, LLC109,062$4.48M0.02%-11,11413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …107,937$4.43M0.03%13F-HR/ATimelineGroup
Arkadios Wealth Advisors104,477$4.29M0.09%+3,38113F-HRTimeline
Kastel Capital Advisors, LLC103,347$4.25M2.61%13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC100,320$4.12M0.16%new13F-HRTimelineGroup
Wealth Watch Advisors, INC99,193$4.07M1.51%+43,36613F-HRTimeline
WCG Wealth Advisors LLC96,121$3.95M0.11%+1,13013F-HRTimeline
Centurion Wealth Management LLC94,806$3.89M0.86%+50013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC94,241$3.87M0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC93,950$3.86M0.04%+43,01013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management91,589$3.76M0.04%+2,55613F-HRTimelineGroup
Global View Capital Management LLC85,421$3.51M0.65%-407,26013F-HRTimeline
Pekin Hardy Strauss, Inc.85,085$3.5M0.32%+4,50013F-HRTimeline
Compound Planning, Inc.85,044$3.49M0.1%+1,45213F-HRTimeline
True North Advisors, LLC83,816$3.44M0.45%+2,10413F-HRTimeline
Global Assets Advisory, LLC82,804$3.4M0.97%+3,57913F-HRTimeline
Go Invest LLC82,608$3.39M1.11%13F-HRTimeline
Bison Wealth, LLC78,413$3.36M0.38%-65,06913F-HRTimeline
AMARA FINANCIAL, LLC.81,712$3.36M2.32%-2,80513F-HRTimeline
MATAURO, LLC80,366$3.3M0.5%+7813F-HRTimeline
Aspect Partners, LLC79,165$3.25M1.42%-1,24113F-HRTimeline
Creative Planningin group Creative Planning78,951$3.24M<0.01%+1,37713F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC78,641$3.23M0.04%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC75,432$3.1M0.44%-1,94013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.72,400$2.97M1.93%-1,05013F-HRTimeline
BOS Asset Management, LLC71,075$2.92M0.78%013F-HRTimeline
Castle Rock Wealth Management, LLC61,002$2.85M0.62%-6,19013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,696$2.78M<0.01%-8,86413F-HRTimelineGroup
Sowell Financial Services LLC66,806$2.74M0.1%-20,21313F-HRTimeline
Wealth Alliance Advisory Group, LLC62,017$2.55M0.44%013F-HRTimeline
Mutual Advisors, LLC61,259$2.52M0.05%-7,00613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK100,068$2.51M0.23%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC58,945$2.42M0.36%-62613F-HRTimeline
Lifeworks Advisors, LLC58,243$2.39M0.31%-29,03213F-HRTimeline
Mirabaud & Cie SA57,964$2.38M0.77%013F-HRTimeline
Legacy Wealth Asset Management, LLC57,752$2.37M0.58%-1,91213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT57,286$2.35M0.26%-1,81813F-HRTimeline
Xcel Wealth Management, LLC55,529$2.28M0.58%013F-HRTimeline
Marble Harbor Investment Counsel, LLC54,600$2.24M0.24%013F-HRTimeline
IHT Wealth Management, LLC54,002$2.22M0.05%+4,00113F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV53,640$2.2M1.4%-40,29013F-HRTimeline
Resonant Capital Advisors, LLC53,010$2.18M0.12%-6013F-HRTimeline
Plan Group Financial, LLC52,600$2.16M0.56%-12,70013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …52,027$2.14M1.16%-11,88913F-HRTimeline
Headlands Technologies LLC51,571$2.12M0.18%+43,67613F-HRTimeline
Elevate Capital Advisors, LLC49,663$2.04M1.35%-7,03413F-HRTimeline
WorthPointe, LLC49,593$2.04M0.54%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC49,500$2.03M<0.01%-356,30013F-HRTimeline
Anson Capital, Inc.48,520$1.99M1.45%+4,84013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …48,150$1.98M0.03%013F-HRTimelineGroup
Investment Partners Asset Management, I…48,147$1.98M1.23%-1,39813F-HRTimeline
IFP Advisors, Inc48,141$1.98M0.04%-4,64513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,029$1.96M<0.01%+1,89513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC47,340$1.94M0.27%new13F-HRTimeline
Channing Global Advisors, LLC47,220$1.94M1.24%-29,31913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,097$1.93M0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC47,058$1.93M0.07%+14,31913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC46,874$1.93M0.01%013F-HRTimelineGroup
Atria Investments, Inc46,287$1.9M0.02%+8,75813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC45,334$1.86M0.03%+1,33813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED43,018$1.78M0.12%+7913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,869$1.76M0.11%+1,70213F-HRTimelineGroup
Beacon Pointe Advisors, LLC42,275$1.74M0.01%-75113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,960$1.72M0.02%-3,00713F-HRTimelineGroup
Elite Financial, Inc.40,851$1.68M0.76%+1,00013F-HRTimeline
MATHER GROUP, LLC.40,522$1.66M0.02%-2,77713F-HRTimeline
CoreCap Advisors, LLC40,178$1.65M0.06%+5,94513F-HRTimeline
Financial & Tax Architects, LLC39,384$1.62M0.36%-9,09713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC38,939$1.6M0.02%+3,43513F-HRTimelineGroup
GROUP ONE TRADING LLC38,626$1.59M0.05%+19,01813F-HRTimeline
Cauble & Harre Wealth Management, Inc.38,393$1.58M1.32%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.36,479$1.5M<0.01%+14,00013F-HRTimelineGroup
COMERICA BANK35,982$1.48M0.01%-3,56013F-HRTimeline
Wealthfront Advisers LLC34,759$1.43M<0.01%+16,74013F-HRTimeline
White Lighthouse Investment Management …34,590$1.42M0.2%-2,35513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC34,550$1.42M0.75%013F-HRTimeline
Arta Finance Wealth Management LLC33,175$1.36M0.7%13F-HRTimeline
INGALLS & SNYDER LLC32,440$1.33M0.05%013F-HRTimeline
Paragon Private Wealth Management, LLC32,122$1.32M0.41%-1,97413F-HRTimeline
World Investment Advisors32,012$1.32M0.02%-26413F-HR/ATimeline
WHITTIER TRUST CO30,300$1.3M0.01%013F-HRTimeline
HB Wealth Management, LLC31,310$1.29M0.01%013F-HRTimeline
Private Advisor Group, LLC30,729$1.26M0.01%+1,83513F-HRTimeline
Premier Private Wealth Management LLC27,970$1.24M1.29%13F-HRTimeline
Fielder Capital Group LLC30,098$1.24M0.26%-90613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,030$1.23M<0.01%+17,24713F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC29,776$1.22M1.58%-11,01813F-HRTimeline
Betterment LLC29,472$1.21M<0.01%+11,54213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC29,200$1.2M0.03%+1,40013F-HRTimeline
ROMAN BUTLER FULLERTON & CO25,420$1.18M0.31%-32813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,122$1.16M<0.01%+1,37013F-HR/ATimelineGroup
Balboa Wealth Partners28,147$1.16M0.19%+4513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management28,000$1.15M0.16%013F-HRTimelineGroup
HRT FINANCIAL LP27,939$1.15M<0.01%-18,51513F-HRTimeline
Blue Capital, Inc.27,645$1.14M0.81%-13,64413F-HRTimeline
Sigma Planning Corp27,559$1.13M0.03%+2713F-HRTimeline
Sequoia Financial Advisors, LLC27,385$1.12M0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,320$1.12M<0.01%-13,75413F-HRTimelineGroup
Waverly Advisors, LLC26,975$1.11M0.01%+19,81213F-HRTimeline
Osbon Capital Management LLC26,658$1.1M1.02%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,301$1.08M0.04%+6,73813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,191$1.08M0.04%-35313F-HRTimelineGroup
Resurgent Financial Advisors LLC26,073$1.07M0.54%+5,14213F-HRTimeline
Bay Capital Advisors, LLC26,068$1.07M0.65%-23113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,861$1.06M0.03%013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.25,801$1.06M<0.01%-7913F-HRTimeline
PFG Investments, LLC25,773$1.06M0.05%+1,30913F-HRTimeline
EPG Wealth Management LLC25,208$1.04M0.28%013F-HRTimeline
Chicago Capital, LLC24,740$1.02M0.03%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24,665$1.01M0.1%-12,41113F-HRTimeline
Perigon Wealth Management, LLC24,464$1M0.02%-40013F-HRTimeline