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

0100200300400500 Q1 2024: 282Q1 2024Q2 2024: 303Q2 2024Q3 2024: 323Q3 2024Q4 2024: 355Q4 2024Q1 2025: 385Q1 2025Q2 2025: 390Q2 2025Q3 2025: 407Q3 2025Q4 2025: 468Q4 2025Q1 2026: 490Q1 2026Q2 2026: 465Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$21.3M
Exits28$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
IFP Advisors, Inc 0.06% Reduce -11.3% 60,232 $1.3M
Raymond James & Associates 0.00% Reduce -15.2% 57,303 $1.2M
Marble Harbor Investment Counsel, LLC 0.13% Reduce -17.9% 54,850 $1.2M
Resonant Capital Advisors, LLC 0.10% No change 54,448 $1.2M
Legacy Wealth Asset Management, LLC 0.32% Reduce -25.5% 54,108 $1.1M
Terra Nova Asset Management LLC 0.89% No change 52,538 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -19.9% 51,436 $1.1M
ETF Store, Inc. 0.62% Reduce -1.2% 50,979 $1.1M
Savvy Advisors, Inc. 0.62% Add +113.0% 50,512 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -13.3% 49,850 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.4% 49,437 $1.1M
Commerce Bank 0.01% Add +17.9% 48,297 $1.0M
Tocqueville Asset Management L.P. 0.02% No change 48,150 $1.0M
Financial Advocates Investment Management 0.06% Add +0.7% 47,721 $1.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +21.8% 46,563 $989K
Investment Partners Asset Management, Inc. 0.85% Add +2.2% 44,264 $940K
Fielder Capital Group LLC 0.40% Add +0.8% 42,177 $896K
Susquehanna International Group, LLP 0.00% Reduce -50.0% 42,006 $892K
Hilltop Holdings Inc. 0.10% Add +3.1% 41,551 $883K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.1% 41,368 $879K
Comerica Bank 0.00% Reduce -6.5% 41,327 $878K
White Lighthouse Investment Management Inc. 0.18% Reduce -1.0% 40,933 $864K
Xcel Wealth Management, LLC 0.27% No change 40,225 $854K
IMC-Chicago, LLC 0.03% New 39,671 $843K
Global Assets Advisory, LLC 0.48% Reduce -27.2% 37,166 $797K
Harbour Investment Management LLC 0.37% No change 37,000 $786K
Pathstone Holdings, LLC 0.00% No change 36,860 $783K
Foundations Investment Advisors, LLC 0.02% Add +26.4% 35,789 $760K
PFG Investments, LLC 0.05% Add +97.7% 35,397 $752K
Warren Street Wealth Advisors, LLC 0.37% Add +0.1% 34,815 $739K
Stratos Wealth Partners, LTD. 0.01% Add +9.2% 34,726 $738K
Whittier Trust Co. 0.01% No change 34,300 $728K
Mayfair Advisory Group, LLC 0.52% Add +21.8% 33,500 $712K
Custom Portfolio Group LLC 0.58% Reduce -10.5% 34,549 $706K
Carmichael Hill & Associates, Inc. 0.28% Add +0.3% 31,747 $674K
Cerity Partners LLC 0.00% Reduce -1.1% 31,710 $674K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 31,690 $673K
HB Wealth Management, LLC 0.01% Reduce -16.0% 31,560 $670K
Scotia Capital Inc. 0.00% No change 31,160 $662K
Credit Suisse AG/ 0.00% Add +23.8% 30,869 $656K
Resurgent Financial Advisors LLC 0.34% Add +17.4% 30,051 $638K
Ingalls & Snyder LLC 0.03% No change 29,340 $623K
Perigon Wealth Management, LLC 0.02% Reduce -24.0% 29,050 $617K
Belpointe Asset Management LLC 0.04% Reduce -12.5% 28,135 $598K
Paragon Private Wealth Management, LLC 0.35% Add +35.8% 27,554 $585K
Tradition Wealth Management, LLC 0.06% Reduce -14.6% 26,360 $560K
Safeguard Investment Advisory Group, LLC 0.19% Reduce -6.0% 26,072 $554K
Mariner, LLC 0.00% Reduce -0.2% 25,853 $549K
Security National Bank 0.08% No change 25,578 $543K
Trust Co. of Toledo NA 0.08% No change 25,465 $541K
Northeast Financial Group, Inc. 0.24% Reduce -13.6% 25,260 $537K
EPG Wealth Management LLC 0.13% No change 25,208 $535K
Financial Insights, Inc. 0.15% No change 25,179 $535K
Chicago Capital, LLC 0.02% No change 24,740 $525K
Principal Securities, Inc. 0.02% Add +11.4% 24,654 $524K
Sigma Planning Corp 0.02% Add +51.3% 24,105 $512K
Avidian Wealth Enterprises, LLC 0.03% Add +8.0% 23,700 $503K
TD Waterhouse Canada Inc. 0.00% No change 22,900 $499K
Betterment LLC 0.00% Reduce -5.5% 23,388 $497K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.8% 23,396 $497K
Cambria Investment Management, L.P. 0.03% Reduce -5.2% 23,239 $494K
GM Advisory Group, LLC 0.03% No change 23,066 $490K
Madden Advisory Services, Inc. 0.25% Reduce -0.5% 22,634 $481K
Private Advisor Group, LLC 0.00% Reduce -1.4% 22,424 $476K
Worth Asset Management, LLC 0.28% Reduce -91.1% 21,303 $452K
Barclays PLC 0.00% No change 19,830 $421K
City Center Advisors, LLC 0.50% — 19,779 $420K
Seven Post Investment Office LP 0.10% Reduce -23.3% 19,158 $407K
Acorn Wealth Advisors, LLC 0.21% Add +0.1% 19,100 $406K
Nadler Financial Group, Inc. 0.05% Reduce -0.3% 18,615 $395K
Family Capital Trust Co 0.13% No change 18,250 $387K
Valeo Financial Advisors, LLC 0.01% No change 17,400 $386K
Nwam LLC 0.03% Reduce -0.2% 17,017 $376K
Arete Wealth Advisors, LLC 0.03% Reduce -12.4% 17,702 $376K
WealthPlan Investment Management, LLC 0.06% Reduce -7.6% 17,583 $373K
Janney Montgomery Scott LLC 0.00% Reduce -73.3% 17,352 $369K
Wedbush Securities Inc. 0.01% Reduce -5.7% 17,299 $367K
Lido Advisors, LLC 0.00% No change 16,750 $356K
American Money Management, LLC 0.07% Reduce -2.6% 16,608 $353K
Paragon Advisors, LLC 0.14% No change 16,439 $349K
D.A. Davidson & Co. 0.00% Add +1.1% 16,136 $343K
Upper Left Wealth Management, LLC 0.32% Reduce -5.2% 16,130 $343K
Beaumont Financial Advisors, LLC 0.03% No change 16,125 $342K
Jones Financial Companies LLLP 0.00% New 15,763 $335K
Asset Advisors Investment Management, LLC 0.04% Add +19.8% 15,575 $331K
Koshinski Asset Management, Inc. 0.03% Reduce -33.9% 15,420 $328K
Concurrent Investment Advisors, LLC 0.01% No change 15,162 $322K
Cutler Investment Counsel LLC 0.04% No change 15,000 $319K
SlateStone Wealth, LLC 0.03% No change 14,700 $312K
Capital Wealth Alliance, LLC 0.18% No change 14,385 $306K
Empower Advisory Group, LLC 0.00% New 14,000 $297K
Kraft, Davis & Associates, LLC 0.09% No change 13,197 $297K
Transform Wealth, LLC 0.03% Reduce -26.5% 13,840 $294K
Glenmede Trust Co. NA 0.00% Reduce -9.8% 13,750 $292K
AdvisorNet Financial, Inc 0.03% Add +4.1% 13,565 $288K
Cascade Financial Partners, LLC 0.04% — 12,290 $275K
Corient Private Wealth LP 0.00% No change 12,950 $275K
Awm Capital, LLC 0.05% No change 12,794 $272K
M&T Bank Corp 0.00% New 12,543 $266K
Sovereign Financial Group, Inc. 0.07% Add +0.2% 12,019 $255K
Evoke Wealth, LLC 0.01% No change 11,936 $254K
Vicus Capital 0.02% Reduce -0.8% 11,659 $248K
Apriem Advisors 0.03% No change 11,579 $246K
Bison Wealth, LLC 0.04% Reduce -97.3% 11,445 $243K
West Branch Capital LLC 0.10% No change 11,253 $239K
Financial Designs Corp 0.15% New 11,035 $234K
LB Partners LLC 0.24% No change 11,000 $234K
Endowment Wealth Management, Inc. 0.17% No change 10,988 $233K
Saxony Capital Management, LLC 0.27% New 10,666 $227K
Tudor Investment Corporation 0.00% New 10,535 $224K
Brown Advisory Inc. 0.00% Reduce -38.9% 10,512 $223K
Steel Grove Capital Advisors, LLC 0.03% No change 10,480 $223K
B & T Capital Management DBA Alpha Capital Management 0.04% No change 10,443 $222K
AMG National Trust Bank 0.01% Reduce -1.9% 10,212 $217K
Two Sigma Securities, LLC 0.01% New 10,069 $214K
Axxcess Wealth Management, LLC 0.01% No change 10,014 $213K
Hedges Asset Management LLC 0.15% No change 10,000 $212K
Sfmg, LLC 0.02% No change 10,000 $212K
BNP Paribas Financial Markets 0.00% Add +25.3% 9,818 $209K
Rehmann Capital Advisory Group 0.02% New 9,807 $208K
Curtis Advisory Group, LLC 0.08% New 9,700 $206K
Simplex Trading, LLC 0.01% Reduce -65.3% 9,565 $203K
Valmark Advisers, Inc. 0.00% New 9,490 $202K
Parallel Advisors, LLC 0.01% No change 9,444 $201K
Caldwell Sutter Capital, Inc. 0.09% Reduce -0.6% 8,545 $181K
Legacy Bridge, LLC 0.10% Reduce -40.7% 8,000 $170K
Nemes Rush Group LLC 0.02% No change 7,985 $170K
Allworth Financial LP 0.00% Reduce -28.9% 5,418 $115K
Laffer Tengler Investments, Inc. 0.04% Reduce -75.8% 5,267 $112K
WR Wealth Planners, LLC 0.03% New 5,000 $106K
Eagle Bay Advisors LLC 0.06% No change 4,800 $102K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -6.1% 4,744 $101K
GHP Investment Advisors, Inc. 0.00% No change 4,505 $96K
SouthState Bank Corp 0.01% No change 4,500 $96K
Albion Financial Group 0.01% No change 4,220 $90K
LGT Financial Advisors LLC 0.10% No change 4,000 $85K
DHJJ Financial Advisors, Ltd. 0.04% No change 4,000 $85K
Sachetta, LLC 0.04% No change 4,265 $84K
PNC Financial Services Group, Inc. 0.00% No change 3,880 $82K
Tradewinds Capital Management, LLC 0.02% No change 3,820 $81K
Asset Dedication, LLC 0.01% No change 3,676 $78K
First Pacific Financial 0.02% Reduce -19.9% 3,519 $75K
Sanctuary Wealth Management, L.L.C. 0.06% No change 3,335 $71K
Global Financial Private Client, LLC 0.03% Reduce -0.6% 3,163 $68K
Steward Partners Investment Advisory, LLC 0.00% No change 3,066 $65K
Geneos Wealth Management Inc. 0.00% No change 2,712 $58K
Group One Trading LLC 0.00% New 2,423 $51K
Farmers & Merchants Investments Inc. 0.00% No change 2,401 $51K
Macroview Investment Management LLC 0.05% No change 2,250 $48K
FMR LLC 0.00% Reduce -77.1% 2,046 $43K
Clear Point Advisors Inc. 0.03% No change 1,807 $38K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.3% 1,671 $35K
Citigroup Inc. 0.00% Reduce -0.3% 1,500 $32K
Armstrong Advisory Group, Inc. 0.00% No change 1,350 $27K
Glass Jacobson Investment Advisors llc 0.01% Add +77.8% 1,200 $25K
Global Retirement Partners, LLC 0.00% No change 1,176 $25K
Federation des caisses Desjardins du Quebec 0.00% No change 1,100 $23K
National Bank of Canada 0.00% Reduce -17.4% 950 $21K
Richard W. Paul & Associates, LLC 0.01% No change 966 $21K
Castleview Partners, LLC 0.01% No change 867 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -86.2% 851 $18K
JDM Financial Group LLC 0.01% No change 850 $18K
First Horizon Advisors, Inc. 0.00% No change 812 $17K
Valley National Advisers Inc. 0.00% No change 800 $16K
Lanark Financial, Inc. 0.00% No change 645 $13K
CIBC Private Wealth Group LLC 0.00% New 515 $11K
Capital Analysts, LLC 0.00% New 507 $11K
Colonial Trust Co / SC 0.00% No change 510 $11K
Emfo, LLC 0.01% No change 500 $11K
Hanson & Doremus Investment Management 0.00% No change 400 $8K
Creekmur Asset Management LLC 0.00% No change 370 $8K
Pittenger & Anderson Inc. 0.00% No change 350 $7K
Ancora Advisors LLC 0.00% No change 330 $7K
Carolinas Wealth Consulting LLC 0.00% No change 249 $5K
Signaturefd, LLC 0.00% No change 210 $4K
Accordant Advisory Group Inc 0.00% — 100 $2K
Planning Capital Management Corp 0.00% New 90 $2K
Qube Research & Technologies Ltd 0.00% No change 89 $2K
Continuum Advisory, LLC 0.00% New 52 $1K
Sandy Spring Bank 0.00% Reduce -83.3% 30 $638
Global Wealth Strategies & Associates 0.00% Add +175.0% 11 $234
FWL Investment Management, LLC 0.00% No change 3 $64

"% of holder's portfolio" is SGOL's weight in each manager's 13F, not the share of Abrdn Physical Gold Shares the manager owns.