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Disclosery

SGOL ETFS GOLD TR

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PHYSCL GOLD SHS (fund), issuer CIK 1450923

Filings received so far for Q3 2026: 37 13F filers report a position in SGOL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Towneley Capital Management, Inc / DE494,788$19.6M3.88%-3,36713F-HRTimeline
Stonebridge Financial Group, LLC430,410$17M1.26%+26,93913F-HRTimeline
WT Wealth Management409,254$16.2M4.53%-1,81313F-HRTimeline
Terra Nova Asset Management LLC195,743$7.74M4.98%+64,59213F-HRTimeline
Fiduciary Alliance LLC173,198$6.85M0.52%-18,18013F-HRTimeline
Go Invest LLC135,974$5.38M1.14%+20,09013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,186$3.74M0.01%+3,45313F-HRTimeline
Centurion Wealth Management LLC93,145$3.68M0.89%+84013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC62,443$2.47M0.29%-7,25313F-HRTimeline
Cooper Financial Group59,757$2.36M0.19%+25,44113F-HRTimeline
Worth Asset Management, LLC55,034$2.18M0.63%+30,89913F-HRTimeline
Legacy Wealth Asset Management, LLC48,573$1.92M0.42%-5,07613F-HRTimeline
BOS Asset Management, LLC41,982$1.66M0.39%-13,97613F-HRTimeline
Investment Partners Asset Management, I…40,340$1.6M0.87%+1,57013F-HRTimeline
Farther Finance Advisors, LLC33,306$1.32M0.01%+8,02313F-HRTimeline
Blue Capital, Inc.31,038$1.23M0.76%+2,49713F-HRTimeline
CoreCap Advisors, LLC25,054$991K0.03%-5,20813F-HRTimeline
Chicago Capital, LLC24,740$979K0.02%013F-HRTimeline
Financial Designs Corp15,170$600K0.31%+2013F-HRTimeline
Madson Wealth Advisors Inc14,800$585K0.41%013F-HRTimeline
City Center Advisors, LLC13,803$546K0.42%+1,67513F-HRTimeline
Bison Wealth, LLC13,144$522K0.04%-2,72313F-HRTimeline
Syntegra Private Wealth Group, LLC13,018$515K0.04%013F-HRTimeline
Pacific Park Financial, Inc.12,143$480K0.28%+15513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,305$447K0.01%+29913F-HRTimeline
Grove Bank & Trust10,856$429K0.04%013F-HRTimeline
Signal Advisors Wealth, LLC8,695$344K0.02%-3,14013F-HRTimeline
Valeo Financial Advisors, LLC8,493$336K0.01%+1,64313F-HRTimeline
Castleview Partners, LLC8,314$329K0.14%new13F-HRTimeline
Castle Rock Wealth Management, LLC7,716$306K0.06%-5113F-HRTimeline
SAX WEALTH ADVISORS, LLC7,245$287K0.01%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC6,213$246K0.05%+4013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,661$184K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,350$53.4K<0.01%013F-HRTimeline
EASTERN BANK1,145$45.3K<0.01%013F-HRTimeline
Bullock Wealth Management Group174$6.92K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.30$1.19K<0.01%013F-HRTimeline