Abrdn Physical Gold SharesSGOLETF

13F holders, Q1 2026 (March 31)
490holders +22
53new positions
32sold out
4famous investors
$44.45avg. 13F price*

At the end of Q1 2026, 490 institutions reported holding Abrdn Physical Gold Shares (SGOL) in their 13F filings, up 22 from Q4 2025. 53 opened new positions and 32 sold out. The largest holders were Metis Global Partners, LLC ($294.1M), JPMorgan Chase & Co. ($273.2M) and Bank of America Corp. ($152.4M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Abrdn Physical Gold Shares
Filed as
ETFS GOLD TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions53$44.8M
Exits32$24.5M

All 13F filers, Q4 2025 → Q1 2026: 7,991,924 shares bought and 5,087,248 shares sold, net +2,904,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 490 holders

Metis Global Partners, LLC 7.22% Add +7.2% 6,590,713 $294.1M
JPMorgan Chase & Co. 0.02% Add +45.5% 6,353,639 $273.2M
Bank of America Corp. 0.01% Reduce -10.6% 3,414,960 $152.4M
Wells Fargo & Company 0.03% Add +2.0% 3,087,356 $137.8M
LPL Financial LLC 0.03% Add +10.3% 2,272,206 $101.4M
Morgan Stanley 0.01% Reduce -2.6% 2,258,207 $100.8M
UBS Group AG 0.01% Reduce -3.3% 1,679,792 $75.0M
HighTower Advisors, LLC 0.07% Reduce -16.3% 1,534,681 $68.5M
Ethos Financial Group, LLC 3.35% Add +2.7% 1,024,396 $45.7M
Almanack Investment Partners, LLC. 7.51% Reduce -0.8% 997,108 $44.5M
Waverly Advisors, LLC 0.32% Add +3435.6% 953,728 $42.6M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +21.4% 754,550 $33.7M
Envestnet Asset Management Inc. 0.01% Reduce -29.6% 708,698 $31.6M
Kestra Advisory Services, LLC 0.12% Add +28.2% 692,666 $30.9M
Royal Bank of Canada 0.01% Add +5.6% 663,505 $29.6M
Global View Capital Management LLC 7.81% Add +672.1% 659,552 $29.4M
Jain Global LLC 0.39% No change 644,220 $28.7M
Quadrature Capital Ltd 0.33% Add +8327.7% 620,280 $27.7M
Guardian Point Capital, LP 11.03% Reduce -53.9% 600,000 $26.8M
Baird Financial Group, Inc. 0.04% Add +35.0% 582,230 $26.0M
W1M Asset Management Ltd 0.28% Reduce -6.8% 574,688 $25.6M
Cetera Investment Advisers 0.03% Reduce -4.1% 556,675 $24.8M
MAI Capital Management 0.14% Reduce -1.4% 541,739 $24.2M
Raymond James Financial Inc. 0.01% Reduce -11.2% 525,172 $23.4M
Encompass More Asset Management 3.82% Add +36.5% 506,872 $22.6M
Bfsg, LLC 2.11% Add +0.4% 499,442 $22.3M
Towneley Capital Management, Inc / DE 4.65% Reduce -14.9% 497,813 $22.2M
Ameliora Wealth Management Ltd. 6.70% Reduce -19.9% 471,014 $21.0M
Allen Capital Group, LLC 1.86% Reduce -0.2% 463,198 $20.7M
Cwm, LLC 0.05% Add +9.1% 445,703 $19.9M
WT Wealth Management 5.66% Reduce -5.7% 426,633 $19.0M
Advisors Management Group Inc. 3.32% Reduce -4.8% 408,264 $18.2M
Blue Trust, Inc. 0.20% Reduce -3.5% 398,850 $17.8M
Stonebridge Financial Group, LLC 1.43% Reduce -9.1% 390,730 $17.4M
MML Investors Services, LLC 0.05% Reduce -19.3% 371,511 $16.6M
Merit Financial Group, LLC 0.12% Reduce -3.8% 361,645 $16.1M
Focus Financial Network, Inc. 0.57% Add +0.1% 358,416 $16.0M
Savvy Advisors, Inc. 0.42% Reduce -24.2% 348,804 $15.6M
Choate Investment Advisors 0.29% Reduce -2.5% 337,644 $15.1M
Newman Dignan & Sheerar, Inc. 3.11% Reduce -12.9% 330,772 $14.8M
MRWM Advisors, LLC 7.94% Reduce -3.5% 328,297 $14.6M
Mountain Lake Investment Management LLC 9.37% Reduce -10.4% 324,918 $14.5M
Susquehanna International Group, LLP 0.02% Add +375.0% 321,585 $14.3M
180 Wealth Advisors, LLC 1.61% Add +4.8% 316,420 $14.1M
E Fund Management Co., Ltd. 0.41% — 306,890 $13.7M
Norris Financial Group, LLC 4.46% Reduce -0.0% 306,385 $13.7M
AQR Capital Management 0.01% Add +3.7% 304,581 $13.6M
NewEdge Advisors, LLC 0.05% Add +30.9% 302,660 $13.5M
Fulcrum Wealth Advisors, LLC 11.12% Add +6.5% 300,863 $13.4M
Inspire Advisors, LLC 1.09% Add +11.0% 300,479 $13.4M
Harvest Fund Management Co., Ltd 0.57% Add +20.7% 299,180 $13.3M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -9.3% 296,024 $13.2M
Commonwealth Equity Services, LLC 0.02% Reduce -43.1% 282,649 $12.6M
Osaic Holdings, Inc. 0.02% Reduce -5.0% 281,946 $12.6M
China Universal Asset Management Co., Ltd. 0.93% Add +35.9% 276,500 $12.3M
US Bancorp \de 0.01% Reduce -0.6% 266,931 $11.9M
Timber Creek Capital Management LLC 2.84% Add +13.4% 262,701 $11.7M
Capital Management Associates, Inc 2.65% Reduce -7.6% 262,533 $11.7M
Cypress Capital, LLC 3.31% Reduce -18.4% 260,344 $11.6M
Franklin Resources Inc. 0.00% Add +0.2% 258,871 $11.6M
Fiduciary Alliance LLC 0.69% Reduce -2.5% 251,057 $11.5M
Ameriprise Financial Inc. 0.00% Reduce -29.1% 251,613 $11.3M
Kensington Asset Management, LLC 0.60% Reduce -11.1% 247,066 $11.0M
Avestar Capital, LLC 0.72% Add +4.1% 237,175 $10.6M
Mariner, LLC 0.01% Reduce -18.5% 226,095 $10.1M
Empirical Asset Management, LLC 2.50% Add +2.7% 211,594 $9.4M
Rockefeller Capital Management L.P. 0.02% Add +13.4% 200,999 $9.0M
Jones Financial Companies LLLP 0.00% Add +12.4% 202,747 $8.7M
Harbour Investments, Inc. 0.13% Add +39.9% 186,158 $8.3M
Evelyn Partners Asset Management Ltd 2.00% Reduce -10.2% 181,793 $8.1M
Goldman Sachs Group Inc. 0.00% Add +979.9% 170,278 $7.6M
Citadel Advisors 0.01% Reduce -26.4% 170,175 $7.6M
Tudor Investment Corporation 0.04% Reduce -57.8% 165,502 $7.4M
Choreo, LLC 0.08% Add +6.7% 154,476 $6.9M
Captrust Financial Advisors 0.01% Add +2.6% 153,285 $6.8M
Moneco Advisors, LLC 0.52% Reduce -1.1% 151,084 $6.7M
Stonehage Fleming Financial Services Holdings Ltd 0.24% New 148,573 $6.6M
Renaissance Technologies 0.01% Add +198.6% 147,800 $6.6M
BCM Advisors, LLC 1.29% Reduce -11.2% 152,095 $6.5M
Avos Capital Management, LLC 2.58% Reduce -22.4% 146,362 $6.5M
Ervin Investment Management, LLC 3.77% Reduce -1.7% 144,420 $6.4M
Stillwater Private Wealth, LLC 5.35% — 141,751 $6.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.9% 139,999 $6.2M
Stifel Financial Corp. 0.01% Reduce -7.4% 136,805 $6.1M
LaSalle St. Investment Advisors, LLC 0.83% New 132,289 $5.9M
Terra Nova Asset Management LLC 4.32% Reduce -2.2% 130,834 $5.8M
Focus Partners Wealth 0.01% Add +1.5% 130,716 $5.8M
Luminist Capital LLC 7.60% Reduce -4.2% 127,449 $5.7M
Bison Wealth, LLC 0.55% Add +60.6% 125,915 $5.6M
Wealth Watch Advisors, INC 2.30% Add +24.1% 123,129 $5.5M
Clear Retirement Advice LLC 4.26% Add +1.7% 121,677 $5.4M
Proficio Capital Partners LLC 0.29% No change 120,423 $5.4M
Syon Capital LLC 0.26% No change 115,136 $5.1M
Narwhal Capital Management 0.37% Reduce -2.4% 113,248 $5.1M
Pinnacle Financial Partners, Inc. 0.04% No change 107,937 $4.8M
Go Invest LLC 1.35% Add +27.5% 105,310 $4.7M
Arete Wealth Advisors, LLC 0.35% Reduce -8.6% 105,081 $4.7M
Arkadios Wealth Advisors 0.08% Reduce -0.3% 104,147 $4.6M
WCG Wealth Advisors LLC 0.13% Add +6.4% 102,278 $4.6M
Worth Asset Management, LLC 1.70% Reduce -6.8% 102,160 $4.6M
Seeds Investor LLC 0.60% New 95,237 $4.4M
Atlatl Advisers LLC 3.17% New 95,737 $4.3M
Kastel Capital Advisors, LLC 2.61% No change 103,347 $4.2M
Bessemer Group Inc. 0.01% No change 94,241 $4.2M
Centurion Wealth Management LLC 0.94% Reduce -1.3% 93,555 $4.2M
Cresset Asset Management, LLC 0.02% Reduce -15.2% 92,517 $4.1M
Brookstone Capital Management 0.05% Reduce -0.5% 91,103 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -26.6% 90,491 $4.0M
Eurizon Asset Management Hungary Ltd. 4.11% New 85,750 $3.8M
Compound Planning, Inc. 0.12% Add +0.4% 85,404 $3.8M
Pekin Hardy Strauss, Inc. 0.40% Reduce -0.1% 84,965 $3.8M
Foundations Investment Advisors, LLC 0.05% Add +882.9% 82,580 $3.7M
Global Assets Advisory, LLC 1.04% Reduce -1.3% 81,727 $3.6M
Creative Planning 0.00% Add +2.8% 81,159 $3.6M
Jane Street Group, LLC 0.00% Reduce -74.6% 80,093 $3.6M
Aspect Partners, LLC 1.44% Reduce -0.5% 78,781 $3.5M
Matauro, LLC 0.48% Reduce -7.2% 74,611 $3.3M
Fiduciary Financial Group, LLC 0.42% Reduce -5.9% 70,980 $3.2M
BOS Asset Management, LLC 0.81% Reduce -0.6% 70,675 $3.2M
Sowell Financial Services LLC 0.11% Add +2.4% 68,430 $3.1M
A. D. Beadell Investment Counsel, Inc. 1.92% Reduce -7.1% 67,275 $3.0M
Tidal Investments LLC 0.01% New 62,901 $2.8M
Private Advisor Group, LLC 0.01% Add +102.4% 62,185 $2.8M
Wealth Alliance Advisory Group, LLC 0.44% No change 62,017 $2.8M
Blue Bell Private Wealth Management, LLC 0.38% Reduce -0.4% 58,712 $2.6M
Mutual Advisors, LLC 0.06% Reduce -4.3% 58,604 $2.6M
Mirabaud & Cie SA 1.05% No change 57,964 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -39.0% 57,326 $2.6M
Amara Financial, Llc. 1.73% Reduce -31.0% 56,392 $2.5M
Xcel Wealth Management, LLC 0.71% Add +0.6% 55,835 $2.5M
Sheets Smith Wealth Management 0.28% Reduce -3.2% 55,444 $2.5M
IHT Wealth Management, LLC 0.06% Add +2.0% 55,098 $2.5M
Marble Harbor Investment Counsel, LLC 0.26% Reduce -0.5% 54,350 $2.4M
Legacy Wealth Asset Management, LLC 0.59% Reduce -6.1% 54,254 $2.4M
Garrison Bradford & Associates Inc. 2.72% New 53,840 $2.4M
Belpointe Asset Management LLC 0.09% Add +13.0% 53,157 $2.4M
Plan Group Financial, LLC 0.54% Reduce -1.9% 51,600 $2.3M
Evelyn Partners Investment Management Services Ltd 0.27% Reduce -17.9% 50,899 $2.3M
Fig Financial Advisory Services Inc. 1.41% Reduce -5.9% 50,474 $2.3M
GeoWealth Management, LLC 0.08% Add +497.7% 50,405 $2.2M
Beacon Pointe Advisors, LLC 0.01% Add +19.1% 50,335 $2.2M
IFP Advisors, Inc 0.05% Add +2.4% 49,315 $2.2M
Tocqueville Asset Management L.P. 0.03% No change 48,150 $2.1M
Resonant Capital Advisors, LLC 0.11% Reduce -10.1% 47,659 $2.1M
Commerce Bank 0.01% No change 47,097 $2.1M
Pathstone Holdings, LLC 0.01% No change 46,874 $2.1M
Stephens Inc. 0.03% Add +555.5% 46,540 $2.1M
Cerity Partners LLC 0.00% Reduce -3.1% 45,562 $2.0M
Arta Finance Wealth Management LLC 0.99% Add +35.9% 45,099 $2.0M
Principal Securities, Inc. 0.03% Reduce -1.0% 44,890 $2.0M
Wealthfront Advisers LLC 0.00% Add +28.4% 44,616 $2.0M
Anson Capital, Inc. 1.34% Reduce -9.8% 43,759 $2.0M
Hilltop Holdings Inc. 0.17% Reduce -0.4% 42,705 $1.9M
Cauble & Harre Wealth Management, Inc. 1.49% Add +8.7% 41,747 $1.9M
Stratos Wealth Partners, LTD. 0.02% Reduce -1.1% 41,479 $1.9M
Elite Financial, Inc. 0.82% Add +0.4% 41,001 $1.8M
Mather Group, Llc. 0.02% Reduce -2.1% 39,660 $1.8M
Investment Partners Asset Management, Inc. 1.09% Reduce -18.0% 39,463 $1.8M
Vident Advisory, LLC 0.01% Reduce -0.1% 38,899 $1.7M
Alpine Bank Wealth Management 0.25% Add +35.7% 38,000 $1.7M
Equitable Holdings, Inc. 0.01% Reduce -66.9% 40,579 $1.7M
Fifth Third Bancorp 0.00% New 36,882 $1.6M
Trust Co. of Toledo NA 0.16% Add +48.4% 36,608 $1.6M
CIBC Bancorp USA Inc. 0.00% — 36,236 $1.6M
Boothbay Fund Management, LLC 0.04% Add +22.9% 35,900 $1.6M
Harbour Investment Management LLC 0.84% No change 34,550 $1.5M
Premier Private Wealth Management LLC 1.59% Add +20.8% 33,798 $1.5M
WorthPointe, LLC 0.40% Reduce -34.1% 32,699 $1.5M
Paragon Private Wealth Management, LLC 0.45% Reduce -0.5% 31,963 $1.4M
Mercer Global Advisors Inc. 0.00% Add +6.0% 31,829 $1.4M
Decker Retirement Planning Inc. 0.64% Add +54.0% 31,732 $1.4M
Silver Oak Securities, Incorporated 0.10% Reduce -26.7% 31,535 $1.4M
Cooper Financial Group 0.14% New 31,526 $1.4M
HB Wealth Management, LLC 0.01% No change 31,310 $1.4M
World Investment Advisors 0.02% Reduce -2.6% 31,164 $1.4M
White Lighthouse Investment Management Inc. 0.19% Reduce -10.8% 30,865 $1.4M
SCS Capital Management LLC 0.01% Add +73.7% 30,517 $1.4M
Whittier Trust Co. 0.02% No change 30,300 $1.3M
Ingalls & Snyder LLC 0.05% Reduce -9.6% 29,340 $1.3M
Elevate Capital Advisors, LLC 0.84% Reduce -41.1% 29,247 $1.3M
Balboa Wealth Partners 0.22% Add +3.8% 29,214 $1.3M
CoreCap Advisors, LLC 0.04% Reduce -27.8% 29,010 $1.3M
Leavell Investment Management, Inc. 0.05% Add +7.2% 28,189 $1.3M
D.A. Davidson & Co. 0.01% Add +68.9% 28,089 $1.3M
Allworth Financial LP 0.01% Add +91.2% 27,763 $1.2M
Blue Capital, Inc. 0.81% Reduce -0.1% 27,631 $1.2M
Financial & Tax Architects, LLC 0.27% Reduce -30.1% 27,534 $1.2M
BlackRock, Inc. 0.00% Reduce -1.3% 26,979 $1.2M
Osbon Capital Management LLC 0.97% No change 26,658 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -4.0% 26,300 $1.2M
Scotia Capital Inc. 0.00% Add +1.9% 26,281 $1.2M
Fielder Capital Group LLC 0.25% Reduce -13.5% 26,033 $1.2M
EverSource Wealth Advisors, LLC 0.04% Reduce -1.4% 25,812 $1.2M
Resurgent Financial Advisors LLC 0.42% Reduce -1.3% 25,741 $1.1M
Bay Capital Advisors, LLC 0.70% Reduce -1.7% 25,617 $1.1M
Roman Butler Fullerton & Co. 0.31% Reduce -0.8% 25,218 $1.1M
EPG Wealth Management LLC 0.31% No change 25,208 $1.1M
PFG Investments, LLC 0.05% Reduce -2.7% 25,073 $1.1M
Stapp Wealth Management, PLLC 1.43% Reduce -15.9% 25,054 $1.1M
Leelyn Smith, LLC 0.16% Add +46.0% 25,013 $1.1M
Scarborough Advisors, LLC 0.12% Add +26775.3% 24,994 $1.1M
Farther Finance Advisors, LLC 0.01% Add +191.1% 24,514 $1.1M
Betterment LLC 0.00% Reduce -16.1% 24,739 $1.1M
Chicago Capital, LLC 0.03% No change 24,740 $1.1M
Western Wealth Management, LLC 0.04% Add +1.0% 24,659 $1.1M
Janney Montgomery Scott LLC 0.00% Add +7.5% 24,476 $1.1M
Perigon Wealth Management, LLC 0.02% No change 24,464 $1.1M
XML Financial, LLC 0.09% Add +11.4% 24,400 $1.1M
Wolff Wiese Magana LLC 0.59% No change 24,020 $1.1M
Headlands Technologies LLC 0.12% Reduce -53.4% 24,011 $1.1M
Corient Private Wealth LP 0.00% Reduce -17.9% 23,081 $1.0M
Tolleson Wealth Management, Inc. 0.15% Add +133.7% 23,075 $1.0M
LFG Wealth Partners, LLC 0.62% Add +5.9% 22,948 $1.0M
IMC-Chicago, LLC 0.02% New 22,718 $1.0M
Atria Investments, Inc 0.01% Reduce -52.2% 22,138 $988K
Oppenheimer & Co. Inc. 0.01% Add +0.0% 21,855 $975K
Tradition Wealth Management, LLC 0.07% Reduce -1.8% 21,844 $975K
Lifeworks Advisors, LLC 0.12% Reduce -63.6% 21,204 $946K
Sentinel Trust Co. Lba 0.09% New 21,024 $938K
J.W. Cole Advisors, Inc. 0.03% Reduce -0.2% 20,907 $933K
Safeguard Investment Advisory Group, LLC 0.26% Reduce -4.8% 20,873 $931K
Independent Advisor Alliance 0.01% New 20,116 $898K
Seven Post Investment Office LP 0.29% Add +29.7% 20,093 $897K
Group One Trading LLC 0.03% Reduce -49.2% 19,619 $875K
Madden Advisory Services, Inc. 0.34% Reduce -4.3% 19,608 $875K
Pegasus Asset Management, Inc. 0.28% Add +31.2% 19,604 $875K
Sigma Planning Corp 0.02% Reduce -30.6% 19,122 $853K
Pacific Financial Group Inc. 0.45% Add +8.6% 18,592 $830K
American Money Management, LLC 0.13% Add +2.1% 18,513 $826K
Acorn Wealth Advisors, LLC 0.24% Add +2.8% 18,402 $821K
Wedbush Securities Inc. 0.02% Add +0.4% 17,804 $794K
Nikulski Financial, Inc. 0.19% New 17,637 $787K
AE Wealth Management LLC 0.00% Add +2.9% 17,589 $785K
Penbrook Management LLC 0.58% No change 17,155 $765K
Cooper/Haims Advisors, LLC 0.36% Add +75.8% 17,002 $759K
FAS Wealth Partners, Inc. 0.05% Reduce -1.1% 16,971 $757K
Brown Brothers Harriman & Co. 0.00% No change 16,468 $735K
Beaumont Financial Advisors, LLC 0.05% No change 16,175 $722K
Brown Advisory Inc. 0.00% Add +38.7% 16,079 $717K
Tru Independence Asset Management 2, LLC 0.44% Add +14.2% 15,987 $713K
Cutler Investment Counsel LLC 0.07% Reduce -5.7% 15,636 $698K
GM Advisory Group, LLC 0.03% Add +30.1% 15,489 $691K
Jamison Private Wealth Management, Inc. 0.09% No change 15,302 $683K
Evoke Wealth, LLC 0.01% New 15,061 $672K
Eagle Bay Advisors LLC 0.59% Reduce -10.2% 15,041 $671K
AMG National Trust Bank 0.01% No change 15,000 $669K
Argyle Capital Partners, LLC 0.48% Add +5.1% 14,815 $661K
Summit Financial, LLC 0.01% New 14,810 $661K
Madson Wealth Advisors Inc 0.55% — 14,800 $660K
Swan Global Investments, LLC 0.04% Reduce -17.4% 14,800 $660K
Ausdal Financial Partners, Inc. 0.03% Reduce -17.5% 14,412 $643K
Empower Advisory Group, LLC 0.00% No change 14,000 $625K
Asset Advisors Investment Management, LLC 0.06% No change 13,800 $616K
Key Client Fiduciary Advisors, LLC 0.21% Add +5.9% 13,796 $616K
WealthPlan Investment Management, LLC 0.03% No change 13,783 $615K
Truist Financial Corp. 0.00% Add +35.6% 13,777 $615K
BNP Paribas Financial Markets 0.00% Reduce -37.2% 13,644 $609K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.5% 13,503 $603K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.20% Add +80.5% 13,450 $600K
Axxcess Wealth Management, LLC 0.02% Reduce -7.9% 13,316 $594K
Financial Designs Corp 0.33% Add +1.5% 13,195 $589K
Sovereign Financial Group, Inc. 0.10% Reduce -4.7% 13,045 $582K
Kraft, Davis & Associates, LLC 0.12% No change 13,197 $581K
Syntegra Private Wealth Group, LLC 0.06% No change 13,018 $581K
Independence Bank of Kentucky 0.07% New 12,950 $578K
M&T Bank Corp 0.00% No change 12,924 $577K
Valmark Advisers, Inc. 0.01% No change 12,910 $576K
Sierra Legacy Group 0.44% No change 12,875 $574K
Advisory Services Network, LLC 0.01% Reduce -13.2% 12,755 $569K
AdvisorNet Financial, Inc 0.03% Reduce -14.6% 12,629 $564K
Finhabits Advisors LLC 0.52% Reduce -1.7% 12,616 $563K
Berkeley Capital Partners, LLC 0.13% Add +1.0% 12,503 $558K
Lido Advisors, LLC 0.00% Reduce -33.5% 12,394 $553K
Cascade Financial Partners, LLC 0.06% No change 12,370 $552K
Cozad Asset Management Inc. 0.04% No change 12,200 $544K
Family Capital Trust Co 0.20% No change 12,100 $540K
Pacific Park Financial, Inc. 0.35% Add +5.3% 12,008 $536K
CreativeOne Wealth, LLC 0.01% Reduce -12.0% 11,933 $532K
Upper Left Wealth Management, LLC 0.31% Reduce -21.0% 11,907 $531K
Parallel Advisors, LLC 0.01% Add +4.6% 11,852 $529K
Cassaday & Co Wealth Management LLC 0.01% No change 11,843 $528K
ETF Store, Inc. 0.51% Reduce -6.7% 11,832 $528K
Pinkerton Wealth, LLC 0.05% Reduce -5.5% 12,812 $526K
Capital Analysts, LLC 0.01% Reduce -55.4% 11,539 $515K
Concurrent Investment Advisors, LLC 0.01% Reduce -4.0% 11,472 $512K
CWC Advisors, LLC. 0.24% Reduce -21.4% 11,433 $510K
Cordoba Advisory Partners LLC 0.14% Reduce -50.1% 11,358 $507K
Signal Advisors Wealth, LLC 0.03% New 11,351 $506K
City Center Advisors, LLC 0.46% Reduce -16.3% 11,249 $502K
Nwam LLC 0.03% Reduce -15.8% 11,101 $495K
Envision Financial Transparency, LLC 0.48% — 11,074 $494K
LB Partners LLC 0.44% No change 11,000 $491K
Mayfair Advisory Group, LLC 0.17% No change 11,000 $491K
SlateStone Wealth, LLC 0.04% Reduce -2.1% 10,980 $490K
Kestra Private Wealth Services, LLC 0.01% Add +38.3% 10,956 $489K
Cardinal Point Capital Management ULC 0.03% Reduce -7.2% 10,892 $486K
West Branch Capital LLC 0.13% No change 10,859 $485K
Savant Capital, LLC 0.00% No change 10,766 $480K
Caldwell Sutter Capital, Inc. 0.19% Reduce -7.3% 10,716 $478K
Leo H. Evart, Inc. 0.41% — 10,677 $476K
Ashton Thomas Private Wealth, LLC 0.01% No change 10,583 $472K
Essex Financial Services, Inc. 0.03% Reduce -7.3% 10,470 $467K
Cfo Capital Management LLC 0.38% No change 10,350 $462K
Cypress Point Wealth Management, LLC 0.10% No change 10,318 $460K
Financial Insights, Inc. 0.15% No change 10,318 $460K
FMR LLC 0.00% Reduce -1.0% 10,264 $458K
Prospera Financial Services Inc 0.01% No change 10,059 $449K
Sfmg, LLC 0.03% No change 10,000 $446K
Callan Family Office, LLC 0.01% Add +2.1% 9,863 $440K
Main Street Financial Solutions, LLC 0.03% Add +24.8% 9,843 $439K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -15.6% 9,817 $438K
Curtis Advisory Group, LLC 0.09% Add +0.2% 9,780 $436K
Northland Securities, Inc. 0.41% Add +26.7% 9,753 $435K
Apriem Advisors 0.04% Reduce -4.9% 9,729 $434K
Capital Wealth Alliance, LLC 0.20% Add +0.8% 9,717 $434K
Modern Wealth Management, LLC 0.01% No change 9,519 $432K
Fifth Third Securities, Inc. 0.03% Add +1.7% 9,673 $432K
Northeast Financial Group, Inc. 0.11% Add +8.0% 9,670 $431K
&partners 0.00% Add +12.2% 9,736 $427K
Barnes Wealth Management Group, Inc 0.21% Reduce -2.6% 9,304 $415K
Snowden Capital Advisors LLC 0.01% Reduce -41.4% 9,162 $409K
Castleview Partners, LLC 0.21% Reduce -35.3% 9,147 $408K
Evelyn Partners Investment Management LLP 0.01% Reduce -14.2% 9,040 $403K
Skyline Advisors, Inc. 0.14% No change 9,000 $402K
TrustWell Financial Advisors, LLC 0.38% Reduce -10.7% 8,970 $400K
Curry Webb Wealth Management LLC 0.19% Reduce -63.3% 8,876 $396K
KCM Investment Advisors LLC 0.01% No change 8,850 $395K
Thrivent Financial for Lutherans 0.00% Add +6.2% 8,448 $377K
Arax Advisory Partners 0.01% Add +7.3% 8,368 $373K
Darwin Wealth Management, LLC 0.12% Reduce -1.7% 8,277 $369K
BLVD Private Wealth, LLC 0.32% New 8,215 $367K
Vicus Capital 0.03% Reduce -13.2% 8,190 $365K
Legacy Bridge, LLC 0.14% Add +0.3% 8,142 $363K
Rehmann Capital Advisory Group 0.02% Reduce -32.5% 8,131 $363K
Fortress Private Ledger, LLC 0.11% No change 7,930 $354K
Paragon Advisors, LLC 0.09% Add +0.4% 7,876 $351K
Strategic Blueprint, LLC 0.02% Add +3.1% 7,832 $349K
Larson Financial Group LLC 0.01% No change 7,823 $349K
Patron Partners, LLC 0.15% Add +37.7% 7,787 $347K
Silver Lake Advisory, LLC 0.14% No change 7,717 $344K
Hudock, Inc. 0.05% No change 7,705 $344K
Independent Wealth Network Inc. 0.10% Add +3.0% 7,678 $343K
Castle Rock Wealth Management, LLC 0.07% Reduce -87.5% 7,596 $338K
Integrated Wealth Concepts LLC 0.00% New 7,565 $338K
Koshinski Asset Management, Inc. 0.02% Reduce -4.2% 7,506 $335K
Orion Porfolio Solutions, LLC 0.00% Reduce -32.3% 7,453 $333K
B & T Capital Management DBA Alpha Capital Management 0.05% Reduce -11.8% 7,443 $332K
Wesbanco Bank Inc. 0.01% New 7,404 $330K
Principia Wealth Advisory, LLC 0.19% Reduce -4.0% 7,385 $328K
True Freedom Investing, LLC 0.03% No change 7,349 $328K
Net Worth Advisory Group 0.07% Reduce -7.6% 7,302 $326K
Sanctuary Advisors, LLC 0.00% Reduce -31.5% 7,201 $321K
Nemes Rush Group LLC 0.03% No change 7,184 $321K
DGS Capital Management, LLC 0.05% New 7,113 $317K
Greenline Partners, LLC 0.03% No change 7,056 $315K
TCFG Wealth Management, LLC 0.12% Reduce -21.6% 6,899 $308K
TCFG Investment Advisors, LLC 0.12% — 6,899 $308K
Valeo Financial Advisors, LLC 0.01% Reduce -9.4% 6,850 $306K
Gateway Wealth Partners, LLC 0.01% New 6,726 $300K
Optivise Advisory Services LLC 0.18% Add +24.7% 6,715 $300K
Clearstead Advisors, LLC 0.00% No change 6,655 $297K
Byrne Financial Freedom, LLC 0.14% New 6,605 $295K
American Trust 0.03% Add +28.6% 6,567 $293K
Elevation Point Wealth Partners, LLC 0.01% No change 6,545 $292K
Vestmark Advisory Solutions, Inc. 0.00% No change 6,545 $292K
Channing Global Advisors, LLC 0.17% Reduce -86.3% 6,475 $289K
Sage Rhino Capital LLC 0.05% No change 6,425 $287K
Great Valley Advisor Group, Inc. 0.01% Add +9.8% 6,422 $287K
Southern Capital Advisors, LLC 0.13% No change 6,400 $286K
Urban Wealth Management, LLC 0.29% No change 6,337 $283K
Collective Family Office LLC 0.06% Reduce -9.8% 6,174 $275K
First Business Financial Services, Inc. 0.02% New 6,096 $272K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.1% 6,077 $271K
Aspiriant, LLC 0.01% Add +16.2% 6,058 $270K
Jackson Wealth Management, LLC 0.03% Add +13.9% 6,058 $270K
Simplicity Wealth,LLC 0.02% Reduce -9.5% 6,015 $268K
Firestone Capital Management 0.06% New 5,932 $265K
Elevated Capital Advisors, LLC 0.07% Reduce -3.6% 5,917 $264K
Park Avenue Securities LLC 0.00% New 5,806 $259K
New Wave Wealth Advisors LLC 0.09% Reduce -5.9% 5,784 $258K
Burney Co./ 0.01% New 5,761 $257K
Journey Strategic Wealth LLC 0.01% Reduce -0.9% 5,746 $256K
Mgo One Seven LLC 0.01% Add +1.3% 5,739 $256K
Advisor OS, LLC 0.02% Reduce -24.9% 5,705 $255K
MJP Associates Inc. 0.03% Reduce -24.9% 5,702 $254K
IRON Financial LLC 0.11% Reduce -28.8% 5,457 $244K
Curi Capital, LLC 0.00% Reduce -2.9% 5,355 $239K
Wedmont Private Capital 0.01% No change 5,253 $237K
Soltis Investment Advisors LLC 0.02% Reduce -4.2% 5,204 $232K
AlphaCore Capital LLC 0.01% No change 5,170 $231K
SeaCrest Wealth Management, LLC 0.02% No change 5,116 $228K
First Financial Bankshares Inc 0.00% No change 5,100 $228K
Florida Trust Wealth Management Co 0.01% No change 5,071 $226K
Bearing Point Capital, LLC 0.04% No change 5,007 $223K
Triton Financial Group Inc 0.39% New 5,208 $223K
GDS Wealth Management 0.01% New 5,000 $223K
Crestwood Advisors Group, LLC 0.00% No change 4,952 $221K
Natural Investments, LLC 0.05% Reduce -4.3% 4,934 $220K
MBA Advisors LLC 0.08% Reduce -1.7% 4,886 $218K
Everstar Asset Management, LLC 0.12% Reduce -22.2% 4,883 $218K
Thrive Capital Management, LLC 0.05% New 4,846 $216K
SouthState Bank Corp 0.01% Reduce -2.1% 4,796 $214K
RCW Management, LLC 0.22% Reduce -11.5% 4,795 $214K
CAP Partners, LLC 0.12% New 4,792 $214K
Glenmede Trust Co. NA 0.00% Reduce -31.9% 4,719 $211K
Aptus Capital Advisors, LLC 0.00% Reduce -19.7% 4,699 $210K
Walkner Condon Financial Advisors LLC 0.03% New 4,697 $210K
Beacon Investment Advisory Services, Inc. 0.01% New 4,661 $208K
Sunbelt Securities, Inc. 0.01% No change 4,660 $208K
PNC Financial Services Group, Inc. 0.00% No change 4,619 $206K
Advyzon Investment Management, LLC 0.02% New 4,610 $206K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,580 $204K
Allium Financial Advisors, LLC 0.16% New 4,500 $201K
Albion Financial Group 0.01% No change 4,220 $188K
LGT Financial Advisors LLC 0.91% No change 4,000 $178K
Simplex Trading, LLC 0.01% New 3,963 $177K
Tradewinds Capital Management, LLC 0.03% No change 3,820 $170K
Centerpoint Advisors, LLC 0.05% No change 3,224 $144K
Sachetta, LLC 0.08% Add +8.2% 3,165 $141K
Costello Asset Management, INC 0.04% Add +3.8% 2,751 $123K
Security National Bank 0.02% No change 2,750 $123K
Geneos Wealth Management Inc. 0.00% No change 2,712 $121K
GHP Investment Advisors, Inc. 0.00% No change 2,647 $118K
Asset Dedication, LLC 0.01% No change 2,561 $114K
First Pacific Financial 0.01% No change 2,396 $107K
Main Street Group, LTD 0.03% New 2,345 $105K
Dunhill Financial, LLC 0.02% New 2,250 $100K
Center for Financial Planning, Inc. 0.01% No change 2,100 $94K
Capital Advisors, Ltd. LLC 0.01% New 2,032 $91K
High Point Wealth Management, LLC 0.09% No change 2,000 $89K
McIlrath & Eck, LLC 0.01% New 1,948 $87K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -14.6% 1,802 $80K
NBT Bank, N.A. 0.01% Add +4290.2% 1,800 $80K
WFA of San Diego, LLC 0.06% Reduce -0.5% 1,757 $78K
Vanguard National Trust Co 0.00% — 1,700 $76K
Armstrong Advisory Group, Inc. 0.00% No change 1,350 $60K
UMB Bank, n.a. 0.00% No change 1,303 $58K
Farmers & Merchants Investments Inc. 0.00% No change 1,255 $56K
Nvest Wealth Strategies, Inc. 0.04% No change 1,250 $56K
Medallion Wealth Advisors, LLC 0.02% New 1,250 $56K
Trust Co 0.01% No change 1,250 $56K
Eastern Bank 0.00% No change 1,145 $51K
Federation des caisses Desjardins du Quebec 0.00% No change 1,100 $49K
Anfield Capital Management, LLC 0.01% No change 1,000 $45K
Crewe Advisors LLC 0.00% Reduce -12.9% 864 $39K
Sound Income Strategies, LLC 0.00% Add +97.9% 831 $38K
National Bank of Canada 0.00% Reduce -19.6% 820 $37K
Destiny Wealth Partners, LLC 0.00% New 799 $36K
Plante Moran Financial Advisors, LLC 0.00% No change 758 $34K
Lanark Financial, Inc. 0.00% No change 645 $29K
Smartleaf Asset Management LLC 0.00% No change 642 $28K
Lodestone Wealth Management LLC 0.01% No change 539 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 500 $22K
Tidemark, LLC 0.01% New 455 $20K
MBM Wealth Consultants, LLC 0.00% New 452 $20K
Vision Retirement, LLC 0.01% No change 446 $20K
Assetmark, Inc. 0.00% No change 439 $20K
PlanVest Financial, Inc 0.01% — 430 $19K
Bellevue Asset Management, LLC 0.01% No change 419 $19K
New England Capital Financial Advisors LLC 0.01% No change 413 $18K
Glass Jacobson Investment Advisors llc 0.01% Reduce -80.0% 412 $18K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $18K
IAG Wealth Partners, LLC 0.00% New 396 $18K
DT Investment Partners, LLC 0.00% Add +581.8% 375 $17K
Pittenger & Anderson Inc. 0.00% No change 350 $16K
Ancora Advisors LLC 0.00% No change 330 $15K
Holos Integrated Wealth LLC 0.01% New 300 $13K
Zions Bancorporation, National Association 0.00% New 279 $12K
Ameritas Investment Partners, Inc. 0.00% Add +266.7% 275 $12K
Princeton Global Asset Management LLC 0.00% No change 250 $11K
Tower Research Capital LLC (TRC) 0.00% Add +92.7% 237 $11K
Root Financial Partners, LLC 0.00% Reduce -85.3% 220 $10K
Abound Wealth Management 0.00% New 209 $9K
Tsfg, LLC 0.00% No change 200 $9K
Creative Financial Designs Inc. 0.00% No change 197 $9K
Evolution Wealth Management Inc. 0.01% No change 183 $8K
Bullock Wealth Management Group 0.00% No change 174 $8K
GS Investments, Inc. 0.00% New 123 $5K
Parkside Financial Bank & Trust 0.00% New 114 $5K
JFS Wealth Advisors, LLC 0.00% No change 114 $5K
TIAA Wealth Investment Management LLC 0.00% — 109 $5K
Atlantic Union Bankshares Corp 0.00% Add +260.0% 108 $5K
Signaturefd, LLC 0.00% Reduce -81.5% 108 $5K
Accordant Advisory Group Inc 0.00% New 100 $4K
Perkins Coie Trust Co 0.00% Reduce -10.0% 90 $4K
Avion Wealth 0.00% New 100 $4K
American Capital Advisory, LLC 0.00% No change 27 $1K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 25 $1K
Financial Gravity Asset Management, Inc. 0.00% No change 19 $848
Meramec Financial Planners, LLC 0.00% No change 5 $230

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