SGOL Institutional Ownership
abrdn Physical Gold Shares ETF
1W: -1.4%
1M: -1.4%
3M: +0.4%
YTD: -6.3%
1Y: -1.1%
3Y: +104.1%
5Y: +127.5%
$38.66
+0.48 (+1.26%)
Pre-Market: $38.48 (-0.18, -0.48%)
Weekly Expected Move ±3.1%
$36
$37
$38
$39
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SGOL
526
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
50
New Positions
127
Increased
211
Reduced
62
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (566 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Metis Global Partners, LLC | 7,792,850 | 301M | +1,202,137 | +18.2% | 13Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 6,958,333 | 269M | +604,694 | +9.5% | 31Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,380,464 | 131M | -34,496 | -1.0% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 2,852,930 | 110M | -234,426 | -7.6% | 31Q | SEC ↗ |
| 5 | MORGAN STANLEY | 2,317,629 | 90M | +59,422 | +2.6% | 31Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,899,023 | 73M | -373,183 | -16.4% | 31Q | SEC ↗ |
| 7 | UBS Group AG | 1,733,447 | 67M | +53,655 | +3.2% | 31Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 1,566,338 | 61M | +31,657 | +2.1% | 31Q | SEC ↗ |
| 9 | Almanack Investment Partners, LLC. | 1,050,514 | 41M | +53,406 | +5.4% | 15Q | SEC ↗ |
| 10 | Waverly Advisors, LLC | 966,282 | 37M | +12,554 | +1.3% | 5Q | SEC ↗ |
| 11 | Ethos Financial Group, LLC | 928,068 | 36M | -96,328 | -9.4% | 15Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 695,666 | 27M | +393,006 | +129.9% | 16Q | SEC ↗ |
| 13 | Mirae Asset Global Investments Co., Lt | 669,550 | 26M | -85,000 | -11.3% | 26Q | SEC ↗ |
| 14 | Jain Global LLC | 644,220 | 25M | — | +0.0% | 3Q | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 633,001 | 24M | +50,771 | +8.7% | 25Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 615,522 | 24M | -77,144 | -11.1% | 17Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 611,292 | 24M | -97,406 | -13.7% | 31Q | SEC ↗ |
| 18 | W1M Asset Management Ltd | 604,978 | 23M | +30,290 | +5.3% | 3Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 597,450 | 23M | -66,055 | -10.0% | 31Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 554,175 | 21M | -2,500 | -0.4% | 27Q | SEC ↗ |
| 21 | MAI Capital Management | 552,145 | 21M | +10,406 | +1.9% | 7Q | SEC ↗ |
| 22 | Global View Capital Management LLC | 524,023 | 20M | -135,529 | -20.5% | 7Q | SEC ↗ |
| 23 | BFSG, LLC | 501,622 | 19M | +2,180 | +0.4% | 26Q | SEC ↗ |
| 24 | Towneley Capital Management, Inc / DE | 498,155 | 19M | +342 | +0.1% | 11Q | SEC ↗ |
| 25 | Encompass More Asset Management | 495,540 | 19M | -11,332 | -2.2% | 8Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 483,018 | 19M | -42,154 | -8.0% | 7Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 463,007 | 18M | +91,496 | +24.6% | 24Q | SEC ↗ |
| 28 | Ameliora Wealth Management Ltd. | 460,484 | 18M | -10,530 | -2.2% | 16Q | SEC ↗ |
| 29 | CWM, LLC | 445,703 | 17M | +36,994 | +9.1% | 18Q | SEC ↗ |
| 30 | WT Wealth Management | 411,067 | 16M | -15,566 | -3.6% | 28Q | SEC ↗ |
| 31 | ADVISORS MANAGEMENT GROUP INC /ADV | 406,785 | 16M | -1,479 | -0.4% | 10Q | SEC ↗ |
| 32 | Stonebridge Financial Group, LLC | 403,471 | 16M | +12,741 | +3.3% | 7Q | SEC ↗ |
| 33 | Blue Trust, Inc. | 391,720 | 15M | -7,130 | -1.8% | 15Q | SEC ↗ |
| 34 | Merit Financial Group, LLC | 368,968 | 14M | +7,323 | +2.0% | 10Q | SEC ↗ |
| 35 | Virtu Financial LLC NEW | 360,880 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 36 | MRWM Advisors, LLC | 337,082 | 13M | +8,785 | +2.7% | 7Q | SEC ↗ |
| 37 | Choate Investment Advisors | 333,575 | 13M | -4,069 | -1.2% | 7Q | SEC ↗ |
| 38 | Norris Financial Group, LLC | 326,883 | 13M | +20,498 | +6.7% | 18Q | SEC ↗ |
| 39 | Mountain Lake Investment Management LL | 324,355 | 13M | -563 | -0.2% | 23Q | SEC ↗ |
| 40 | Newman Dignan & Sheerar, Inc. | 321,721 | 12M | -9,051 | -2.7% | 22Q | SEC ↗ |
| 41 | 180 WEALTH ADVISORS, LLC | 312,216 | 12M | -4,204 | -1.3% | 22Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 311,808 | 12M | +7,227 | +2.4% | 5Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 311,684 | 12M | +15,660 | +5.3% | 28Q | SEC ↗ |
| 44 | Savvy Advisors, Inc. | 305,941 | 12M | -42,863 | -12.3% | 11Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 303,907 | 12M | +21,961 | +7.8% | 26Q | SEC ↗ |
| 46 | GUARDIAN POINT CAPITAL, LP | 300,000 | 12M | -300,000 | -50.0% | 6Q | SEC ↗ |
| 47 | E Fund Management Co., Ltd. | 299,341 | 12M | -7,549 | -2.5% | 2Q | SEC ↗ |
| 48 | Evelyn Partners Group Ltd NEW | 286,636 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Focus Financial Network, Inc. | 283,322 | 11M | -75,094 | -21.0% | 10Q | SEC ↗ |
| 50 | China Universal Asset Management Co., | 276,500 | 11M | — | +0.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Virtu Financial LLC | 360,880 | 14M |
| Evelyn Partners Group Ltd | 286,636 | 11M |
| Jump Financial, LLC | 239,696 | 9M |
| New Harbor Financial Group, LLC | 185,905 | 7M |
| Empowered Funds, LLC | 164,705 | 6M |
| EP Wealth Advisors, LLC | 111,678 | 4M |
| CAPE COD FIVE CENTS SAVINGS BANK | 82,719 | 3M |
| True North Advisors, LLC | 76,532 | 3M |
| Turner Financial Group, Inc. | 69,974 | 3M |
| CITIGROUP INC | 55,331 | 2M |
| TWO SIGMA SECURITIES, LLC | 31,510 | 1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 30,133 | 1M |
| Allied Private Wealth LLC | 28,673 | 1M |
| Banco BTG Pactual S.A. | 23,760 | 919K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 21,903 | 847K |
| Mission Financial Group, LLC | 19,446 | 752K |
| NATIXIS ADVISORS, LLC | 19,346 | 748K |
| MISSION WEALTH MANAGEMENT, LP | 16,833 | 651K |
| Wealthspire Advisors, LLC | 16,711 | 646K |
| FIDUCIARY FINANCIAL ADVISORS | 14,972 | 579K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Quadrature Capital Ltd | 620,280 | 24M |
| GOLDMAN SACHS GROUP INC | 170,278 | 7M |
| CITADEL ADVISORS LLC | 170,175 | 7M |
| RENAISSANCE TECHNOLOGIES LLC | 147,800 | 6M |
| Capital Advisory Group Advisory Ser | 142,555 | 6M |
| GARRISON BRADFORD & ASSOCIATES INC | 53,840 | 2M |
| FORESIGHT CAPITAL MANAGEMENT ADVISO | 52,027 | 2M |
| FIG FINANCIAL ADVISORY SERVICES INC | 50,474 | 2M |
| HRT FINANCIAL LP | 27,939 | 1M |
| Scarborough Advisors, LLC | 24,994 | 966K |
| Headlands Technologies LLC | 24,011 | 928K |
| IMC-Chicago, LLC | 22,718 | 878K |
| SENTINEL TRUST CO LBA | 21,024 | 813K |
| CASTLE WEALTH MANAGEMENT LLC | 21,000 | 812K |
| Claris Financial LLC | 20,139 | 779K |
| Independent Advisor Alliance | 20,116 | 778K |
| GROUP ONE TRADING LLC | 19,619 | 758K |
| PACIFIC FINANCIAL GROUP INC | 18,592 | 719K |
| Fragasso Financial Advisors Inc | 15,463 | 598K |
| EVOKE WEALTH, LLC | 15,061 | 582K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Metis Global Partners, LLC | +1,202,137 | +18.2% | 7,792,850 |
| JPMORGAN CHASE & CO | +604,694 | +9.5% | 6,958,333 |
| NewEdge Advisors, LLC | +393,006 | +129.9% | 695,666 |
| MML INVESTORS SERVICES, LLC | +91,496 | +24.6% | 463,007 |
| Cerity Partners LLC | +77,098 | +169.2% | 122,660 |
| MORGAN STANLEY | +59,422 | +2.6% | 2,317,629 |
| UBS Group AG | +53,655 | +3.2% | 1,733,447 |
| Almanack Investment Partners, LLC. | +53,406 | +5.4% | 1,050,514 |
| Baird Financial Group, Inc. | +50,771 | +8.7% | 633,001 |
| JONES FINANCIAL COMPANIES LLLP | +50,409 | +24.9% | 253,156 |
| CWM, LLC | +36,994 | +9.1% | 445,703 |
| Mariner, LLC | +33,931 | +15.0% | 260,026 |
| HighTower Advisors, LLC | +31,657 | +2.1% | 1,566,338 |
| W1M Asset Management Ltd | +30,290 | +5.3% | 604,978 |
| STIFEL FINANCIAL CORP | +29,043 | +21.2% | 165,848 |
| Clear Retirement Advice LLC | +24,808 | +20.4% | 146,485 |
| OSAIC HOLDINGS, INC. | +21,961 | +7.8% | 303,907 |
| Norris Financial Group, LLC | +20,498 | +6.7% | 326,883 |
| Empirical Asset Management, LLC | +20,097 | +9.5% | 231,691 |
| Upper Left Wealth Management, LLC | +19,833 | +166.6% | 31,740 |