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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

abrdn Physical Gold Shares ETF logo
$32.02 +0.64 (+2.04%)
As of 08/1/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$532.56M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$175.14M
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SGOL Institutional Buying and Selling by Quarter

abrdn Physical Gold Shares ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Anson Capital Inc.43,666$1.38M1.1%-6.3%0.026%
8/1/2025Wealth Watch Advisors INC24,774$781K0.5%N/A0.015%
8/1/2025Envestnet Asset Management Inc.988,980$31.19M0.0%-2.2%0.596%
7/31/2025 Resonant Capital Advisors LLC54,675$1.72M0.1%-0.8%0.033%
7/31/2025 Leavell Investment Management Inc.12,140$383K0.0%+64.6%0.007%
7/31/2025 B & T Capital Management DBA Alpha Capital Management8,443$266K0.0%-19.2%0.005%
7/31/2025 Fielder Capital Group LLC33,012$1.04M0.3%-6.8%0.020%
7/31/2025 Leelyn Smith LLC14,736$465K0.1%-4.3%0.009%
7/30/2025 Roman Butler Fullerton & Co.26,767$853K0.3%+55.7%0.016%
7/30/2025 Capital Wealth Alliance LLC10,553$333K0.2%-3.6%0.006%
7/30/2025 Freedom Investment Management Inc.406,217$12.81M1.0%-10.9%0.245%
7/30/2025 White Lighthouse Investment Management Inc.35,574$1.12M0.2%-8.5%0.021%
7/30/2025 BCM Advisors LLC198,699$6.30M1.3%+1.4%0.120%
7/30/2025 Brookstone Capital Management85,352$2.69M0.0%-7.1%0.051%
7/30/2025 D.A. Davidson & CO.14,124$445K0.0%-4.3%0.009%
7/30/2025 Legacy Wealth Asset Management LLC57,175$1.80M0.5%+4.7%0.034%
7/30/2025 Towneley Capital Management Inc DE630,146$19.88M4.6%-14.7%0.380%
7/30/2025 Avidian Wealth Enterprises LLC20,950$661K0.0%-11.6%0.013%
7/30/2025 Crewe Advisors LLC864$27K0.0%N/A0.001%
7/29/2025 Balboa Wealth Partners28,527$900K0.2%+10.8%0.017%
7/29/2025 Swan Global Investments LLC33,097$1.04M0.0%+10.0%0.020%
7/29/2025 Koshinski Asset Management Inc.10,151$320K0.0%-3.8%0.006%
7/29/2025 Empirical Asset Management LLC197,065$6.22M1.9%+1.1%0.119%
7/28/2025 WealthPlan Investment Management LLC13,783$435K0.0%N/A0.008%
7/28/2025 Mutual Advisors LLC69,107$2.20M0.1%-2.3%0.042%
7/28/2025 Harbour Investments Inc.124,046$3.91M0.1%-3.9%0.075%
7/28/2025 Penbrook Management LLC11,715$369K0.3%-23.6%0.007%
7/25/2025 Priebe Wealth Holdings LLC34,400$1.09M0.9%+13.5%0.021%
7/25/2025 Envestnet Portfolio Solutions Inc.11,496$363K0.0%-88.9%0.007%
7/25/2025 Almanack Investment Partners LLC.793,755$25.04M4.0%+4.6%0.479%
7/25/2025 CWM LLC425,756$13.43M0.0%-8.6%0.257%
7/25/2025 Concurrent Investment Advisors LLC21,552$680K0.0%+80.3%0.013%
7/24/2025 Trust Co. of Toledo NA OH37,221$1.17M0.1%-12.7%0.022%
7/24/2025 Blue Trust Inc.445,815$14.06M0.2%-11.3%0.269%
7/24/2025 Stonebridge Financial Group LLC391,121$12.34M1.2%-9.7%0.236%
7/24/2025 IFP Advisors Inc50,965$1.61M0.0%-6.0%0.031%
7/24/2025 US Bancorp DE268,596$8.47M0.0%-1.0%0.162%
7/23/2025 Capital Management Associates Inc338,375$10.67M3.4%-1.6%0.204%
7/23/2025 Narwhal Capital Management117,976$3.72M0.3%-1.8%0.071%
7/23/2025 Pure Portfolios Holdings LLC1,011,270$31.90M10.8%-5.7%0.610%
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7/23/2025 Madden Advisory Services Inc.20,848$658K0.3%-3.6%0.013%
7/23/2025 Ameliora Wealth Management Ltd.513,662$16.20M5.8%+18.9%0.310%
7/23/2025 Foresight Capital Management Advisors Inc.64,312$2.03M1.2%+50.8%0.039%
7/22/2025 Belpointe Asset Management LLC30,750$970K0.0%+7.0%0.019%
7/22/2025 Valeo Financial Advisors LLC11,236$354K0.0%-27.0%0.007%
7/22/2025 Global Assets Advisory LLC72,545$2.31M0.9%-51.1%0.044%
7/22/2025 Merit Financial Group LLC375,728$11.85M0.1%-0.7%0.227%
7/22/2025 Elevate Capital Advisors LLC47,816$1.51M1.2%+43.3%0.029%
7/21/2025 Jackson Wealth Management LLC7,507$237K0.0%N/A0.005%
7/21/2025 Ameritas Advisory Services LLC900$28K0.0%N/A0.001%
7/21/2025 Asset Advisors Investment Management LLC15,000$473K0.0%-3.7%0.009%
7/21/2025 Pacific Financial Group Inc.23,059$727K0.6%-7.4%0.014%
7/21/2025 Matauro LLC79,881$2.52M0.5%-3.5%0.048%
7/21/2025 Mirae Asset Global Investments Co. Ltd.524,550$16.54M0.1%+22.9%0.318%
7/18/2025 Warren Street Wealth Advisors LLC29,190$921K0.3%-12.7%0.018%
7/18/2025 Vicus Capital10,458$330K0.0%+16.3%0.006%
7/18/2025 Newman Dignan & Sheerar Inc.418,637$13.20M3.0%-4.4%0.254%
7/18/2025 Northeast Financial Group Inc.8,804$278K0.1%-42.5%0.005%
7/18/2025 PFG Investments LLC23,888$753K0.0%-7.4%0.014%
7/17/2025 HB Wealth Management LLC22,710$716K0.0%-27.8%0.014%
7/17/2025 Janney Montgomery Scott LLC21,811$688K0.0%+12.9%0.013%
7/17/2025 Wolff Wiese Magana LLC24,020$758K0.5%-70.7%0.015%
7/17/2025 Alpine Bank Wealth Management14,000$442K0.1%N/A0.008%
7/17/2025 Financial Designs Corp12,593$397K0.2%-3.6%0.008%
7/16/2025 West Branch Capital LLC10,859$342K0.1%-3.5%0.007%
7/16/2025 Advisors Management Group Inc. ADV474,842$14.98M2.8%-1.1%0.288%
7/16/2025 Investment Partners Asset Management Inc.50,197$1.58M1.1%+5.6%0.030%
7/16/2025 True North Advisors LLC81,365$2.57M0.5%-9.5%0.049%
7/16/2025 Southern Capital Advisors LLC6,400$202K0.1%N/A0.004%
7/16/2025 BOS Asset Management LLC71,097$2.24M0.7%-2.1%0.043%
7/16/2025 Beaumont Financial Advisors LLC16,175$510K0.0%-5.0%0.010%
7/16/2025 A. D. Beadell Investment Counsel Inc.76,250$2.40M1.8%-2.4%0.046%
7/16/2025 Perigon Wealth Management LLC24,464$772K0.0%-54.8%0.015%
7/16/2025 Castleview Partners LLC22,360$705K0.5%+22.9%0.014%
7/15/2025 Mather Group LLC.44,197$1.39M0.0%-1.7%0.027%
7/15/2025 Main Street Group LTD2,345$74K0.0%+96.2%0.001%
7/15/2025 Bfsg LLC506,781$15.98M1.8%+26.9%0.308%
7/14/2025 Stapp Wealth Management Pllc43,128$1.36M2.0%-80.4%0.026%
7/14/2025 Sowell Financial Services LLC71,029$2.24M0.1%+1.2%0.043%
7/11/2025 Farther Finance Advisors LLC5,965$188K0.0%+74.4%0.004%
7/11/2025 Silver Oak Securities Incorporated47,652$1.50M0.1%-19.0%0.029%
7/11/2025 UMB Bank n.a.1,303$41K0.0%N/A0.001%
7/11/2025 SeaCrest Wealth Management LLC7,256$229K0.0%-5.8%0.004%
7/10/2025 Worth Asset Management LLC144,247$4.55M2.2%+12.5%0.088%
7/10/2025 Wealth Enhancement Advisory Services LLC134,937$4.29M0.0%-0.4%0.082%
7/10/2025 Capital Advisory Group Advisory Services LLC91,019$2.87M1.0%+0.8%0.055%
7/10/2025 Focus Financial Network Inc.316,907$10.00M0.4%+2.2%0.192%
7/9/2025 Fragasso Financial Advisors Inc28,006$883K0.1%+5.9%0.017%
7/9/2025 Fiduciary Alliance LLC216,523$6.83M0.5%-4.8%0.131%
7/9/2025 Key Client Fiduciary Advisors LLC12,182$384K0.2%+3.6%0.007%
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7/7/2025 Upper Left Wealth Management LLC16,900$533K0.4%-16.0%0.010%
7/7/2025 Hedges Asset Management LLC8,000$252K0.2%-20.0%0.005%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,825$58K0.0%+217.4%0.001%
7/3/2025 Fiduciary Financial Group LLC80,061$2.55M0.5%-3.6%0.049%
7/3/2025 City Center Advisors LLC12,493$394K0.4%-24.8%0.008%
6/2/2025Modern Wealth Management LLC7,675$229K0.0%-6.0%0.005%
5/27/2025Iron Gate Global Advisors LLC7,328$219K0.0%N/A0.004%
5/20/2025 Belpointe Asset Management LLC28,734$857K0.0%+10.9%0.017%
5/20/2025Focus Partners Wealth98,243$2.93M0.0%-1.5%0.060%
5/19/2025Jane Street Group LLC154,673$4.61M0.0%-47.6%0.094%
(Data available from 1/1/2016 forward)

SGOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGOL shares?

During the previous two years, 361 institutional investors and hedge funds held shares of abrdn Physical Gold Shares ETF. The most heavily invested institutionals were Metis Global Partners LLC ($135.65M), Bank of America Corp DE ($86.24M), Proficio Capital Partners LLC ($75.57M), Wells Fargo & Company MN ($68.80M), Ronald Blue Trust Inc. ($55.57M), HighTower Advisors LLC ($54.14M), and LPL Financial LLC ($42.70M).Learn more on abrdn Physical Gold Shares ETF's institutional investors.

Which institutional investors have been buying abrdn Physical Gold Shares ETF's stock?

Of the 300 institutional investors that purchased abrdn Physical Gold Shares ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($2.94M), Metis Global Partners LLC ($1.78M), Quadrature Capital Ltd ($1.42M), Pure Portfolios Holdings LLC ($1.07M), Envestnet Asset Management Inc. ($1.07M), Global Assets Advisory LLC ($915.12K), and JPMorgan Chase & Co. ($886.93K).

How much institutional buying is happening at abrdn Physical Gold Shares ETF?

Institutional investors have bought a total of 20,493,223 shares in the last 24 months. This purchase volume represents approximately $532.56M in transactions.

Which of abrdn Physical Gold Shares ETF's major shareholders have been selling company stock?

Of the 165 institutional investors that sold abrdn Physical Gold Shares ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Farther Finance Advisors LLC ($458.70K), Empowered Funds LLC ($451.32K), Envestnet Asset Management Inc. ($357.39K), HighTower Advisors LLC ($282.00K), Liquid Strategies LLC ($262.28K), Blue Trust Inc. ($223.45K), and Pinkerton Retirement Specialists LLC ($196.60K).

How much institutional selling is happening at abrdn Physical Gold Shares ETF?

Institutional investors have sold a total of 6,419,618 shares in the last 24 months. This volume of shares sold represents approximately $175.14M in transactions.



This page (NYSEARCA:SGOL) was last updated on 8/2/2025 by MarketBeat.com Staff
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