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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
ETF AMEX · AUM $7.0B

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

Biggest Increases (20)
HolderAddedChange %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
Biggest Decreases (20)
HolderReducedChange %Total Shares
LPL Financial LLC -373,183 -16.4% 1,899,023
GUARDIAN POINT CAPITAL, LP -300,000 -50.0% 300,000
Inspire Advisors, LLC -253,747 -84.4% 46,732
Allen Capital Group, LLC -243,770 -52.6% 219,428
WELLS FARGO & COMPANY/MN -234,426 -7.6% 2,852,930
SUSQUEHANNA INTERNATIONAL GROUP, LL -173,899 -54.1% 147,686
Kensington Asset Management, LLC -160,765 -65.1% 86,301
Global View Capital Management LLC -135,529 -20.5% 524,023
AMERIPRISE FINANCIAL INC -128,458 -51.1% 123,155
Bison Wealth, LLC -110,048 -87.4% 15,867
HARBOUR INVESTMENTS, INC. -99,263 -53.3% 86,895
ENVESTNET ASSET MANAGEMENT INC -97,406 -13.7% 611,292
Ethos Financial Group, LLC -96,328 -9.4% 928,068
Mirae Asset Global Investments Co., -85,000 -11.3% 669,550
Worth Asset Management, LLC -78,025 -76.4% 24,135
Kestra Advisory Services, LLC -77,144 -11.1% 615,522
Focus Financial Network, Inc. -75,094 -21.0% 283,322
ROYAL BANK OF CANADA -66,055 -10.0% 597,450
JANE STREET GROUP, LLC -65,941 -82.3% 14,152
Harvest Fund Management Co., Ltd -62,075 -20.7% 237,105

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms