Abrdn Physical Gold SharesSGOLETF
13F holders, Q1 2024 (March 31)282holders
3famous investors
$21.26avg. 13F price*
At the end of Q1 2024, 282 institutions reported holding Abrdn Physical Gold Shares (SGOL) in their 13F filings. The largest holders were Bank of America Corp. ($71.2M), Metis Global Partners, LLC ($67.2M) and HighTower Advisors, LLC ($51.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Abrdn Physical Gold Shares
- Filed as
- ABRDN GOLD ETF TRUST (Q1 2024)
- CUSIP
- 00326A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $21.3M |
| Exits | 28 | $23.2M |
Ownership 282 holders
| Bank of America Corp. | 0.01% | Reduce -10.7% | 3,351,871 | $71.2M |
| Metis Global Partners, LLC | 2.44% | Reduce -4.4% | 3,164,772 | $67.2M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.3% | 2,440,571 | $51.8M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 2,135,143 | $45.4M |
| Wells Fargo & Company | 0.01% | Add +31.2% | 1,840,321 | $39.1M |
| UBS Group AG | 0.01% | Add +1.3% | 1,535,716 | $32.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.3% | 1,260,091 | $26.8M |
| Towneley Capital Management, Inc / DE | 4.18% | Reduce -0.7% | 799,908 | $17.0M |
| LPL Financial LLC | 0.01% | Reduce -10.9% | 751,098 | $16.0M |
| Ethos Financial Group, LLC | 2.89% | Add +1.8% | 710,560 | $15.1M |
| Almanack Investment Partners, LLC. | 2.57% | Add +24.1% | 710,017 | $15.1M |
| W1M Investment Management Ltd | 0.29% | Reduce -0.7% | 662,090 | $14.1M |
| Cypress Capital, LLC | 3.82% | Add +2.7% | 657,873 | $14.0M |
| Blue Trust, Inc. | 0.19% | Reduce -41.2% | 644,456 | $13.7M |
| Allen Capital Group, LLC | 1.95% | Reduce -2.0% | 633,168 | $13.4M |
| Mountain Lake Investment Management LLC | 13.77% | Add +0.3% | 625,000 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +35.7% | 618,188 | $13.1M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -1.8% | 580,339 | $12.3M |
| Freedom Investment Management, Inc. | 0.93% | Reduce -6.1% | 546,669 | $11.6M |
| Ameliora Wealth Management Ltd. | 4.92% | Add +5.1% | 510,751 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 496,734 | $10.6M |
| Advisors Management Group Inc. | 2.61% | New | 494,519 | $10.5M |
| Newman Dignan & Sheerar, Inc. | 2.71% | Reduce -2.0% | 476,849 | $10.1M |
| Farther Finance Advisors, LLC | 0.60% | Reduce -0.1% | 460,775 | $9.9M |
| Cwm, LLC | 0.04% | Reduce -19.8% | 429,703 | $9.1M |
| Bfsg, LLC | 1.18% | Reduce -1.8% | 420,871 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +293.6% | 388,069 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -57.3% | 376,874 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +56.1% | 366,625 | $7.8M |
| WT Wealth Management | 2.50% | Reduce -25.4% | 329,457 | $7.0M |
| Inspire Advisors, LLC | 0.97% | Add +115.7% | 328,760 | $7.0M |
| Focus Financial Network, Inc. | 0.32% | — | 292,596 | $6.7M |
| Capital Management Associates, Inc | 4.85% | Add +53.9% | 309,942 | $6.6M |
| Pinkerton Wealth, LLC | 0.97% | Add +1.5% | 285,264 | $6.1M |
| 180 Wealth Advisors, LLC | 1.05% | Add +0.2% | 276,107 | $5.9M |
| Merit Financial Group, LLC | 0.14% | New | 260,286 | $5.7M |
| US Bancorp \de | 0.01% | Add +0.1% | 268,656 | $5.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +3.7% | 268,507 | $5.7M |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 261,319 | $5.6M |
| BCM Advisors, LLC | 1.37% | Add +0.7% | 244,649 | $5.4M |
| Prudential Financial Inc. | 0.01% | Add +26.7% | 242,260 | $5.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -7.0% | 235,507 | $5.0M |
| Timber Creek Capital Management LLC | 1.56% | Reduce -0.2% | 234,990 | $5.0M |
| Stapp Wealth Management, PLLC | 8.55% | Add +0.7% | 230,619 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +281.0% | 217,700 | $4.6M |
| Fiduciary Alliance LLC | 0.82% | Reduce -3.6% | 215,349 | $4.6M |
| Empirical Asset Management, LLC | 2.06% | Reduce -1.6% | 200,626 | $4.3M |
| Norris Financial Group, LLC | 2.32% | Reduce -17.6% | 198,782 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -12.6% | 184,100 | $3.9M |
| Harvest Fund Management Co., Ltd | 0.34% | Add +0.8% | 178,141 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -11.7% | 168,914 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 162,838 | $3.5M |
| Elevated Capital Advisors, LLC | 0.93% | Add +8.4% | 152,229 | $3.2M |
| Narwhal Capital Management | 0.30% | Add +5.7% | 144,063 | $3.1M |
| China Universal Asset Management Co., Ltd. | 0.36% | No change | 135,000 | $2.9M |
| Larson Financial Group LLC | 0.21% | Reduce -7.2% | 129,743 | $2.8M |
| Brookstone Capital Management | 0.05% | Add +0.7% | 127,122 | $2.7M |
| Proficio Capital Partners LLC | 0.28% | Add +52.7% | 120,423 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.9% | 117,831 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +138.2% | 117,453 | $2.5M |
| Syon Capital LLC | 0.23% | No change | 115,136 | $2.4M |
| Moneco Advisors, LLC | 0.38% | Add +1.4% | 113,746 | $2.4M |
| Citadel Advisors | 0.00% | Add +44.5% | 112,615 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -2.5% | 108,268 | $2.3M |
| Harbour Investments, Inc. | 0.08% | Reduce -1.6% | 107,530 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Add +25.4% | 104,578 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 101,225 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.0% | 100,856 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 100,817 | $2.1M |
| Cape Cod Five Cents Savings Bank | 0.21% | Reduce -2.9% | 100,562 | $2.1M |
| Mirabaud & Cie SA | 0.73% | No change | 97,582 | $2.1M |
| Focus Partners Wealth | 0.02% | Reduce -0.0% | 95,765 | $2.0M |
| BOS Asset Management, LLC | 1.04% | Reduce -18.9% | 93,498 | $2.0M |
| Anson Capital, Inc. | 2.85% | Add +21.1% | 93,203 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -11.8% | 92,200 | $2.0M |
| World Investment Advisors | 0.28% | Reduce -0.3% | 91,584 | $1.9M |
| Wolff Wiese Magana LLC | 1.59% | Reduce -0.5% | 86,729 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Add +73.7% | 85,042 | $1.8M |
| A. D. Beadell Investment Counsel, Inc. | 1.58% | No change | 85,050 | $1.8M |
| Mather Group, Llc. | 0.03% | Reduce -12.2% | 91,455 | $1.8M |
| Pekin Hardy Strauss, Inc. | 0.25% | No change | 84,902 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.81% | Add +0.4% | 80,124 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +1.3% | 79,425 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -10.4% | 77,378 | $1.6M |
| Client First Investment Management LLC | 1.26% | New | 74,622 | $1.6M |
| Creative Planning | 0.00% | Reduce -2.0% | 74,211 | $1.6M |
| Aspect Partners, LLC | 1.19% | Reduce -6.6% | 70,928 | $1.5M |
| Ervin Investment Management, LLC | 1.05% | Add +3.2% | 70,575 | $1.5M |
| Empowered Funds, LLC | 0.03% | Reduce -84.8% | 70,062 | $1.5M |
| Retirement Group, LLC | 0.53% | Add +0.6% | 69,791 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +64.9% | 68,189 | $1.4M |
| Channing Global Advisors, LLC | 1.22% | No change | 67,572 | $1.4M |
| SpiderRock Advisors, LLC | 0.05% | — | 68,720 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -3.8% | 66,058 | $1.4M |
| Blue Bell Private Wealth Management, LLC | 0.29% | Reduce -15.4% | 64,139 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.5% | 63,864 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -22.6% | 63,671 | $1.4M |
| Compound Planning, Inc. | 0.12% | Reduce -7.1% | 63,394 | $1.3M |
| Wealth Alliance Advisory Group, LLC | 0.31% | No change | 62,014 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.35% | Reduce -1.9% | 58,043 | $1.3M |
"% of holder's portfolio" is SGOL's weight in each manager's 13F, not the share of Abrdn Physical Gold Shares the manager owns.