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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

abrdn Physical Gold Shares ETF logo
$25.77 -0.15 (-0.58%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$297.51M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$140.28M
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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
1/17/2025Mutual Advisors LLC62,389$1.62M0.0%+0.9%0.045%
1/17/2025True North Advisors LLC91,932$2.30M0.5%+0.6%0.066%
1/17/2025Janney Montgomery Scott LLC19,302$484K0.0%+8.4%0.014%
1/17/2025XML Financial LLC15,700$393K0.0%N/A0.011%
1/17/2025Beaumont Financial Advisors LLC17,025$426K0.0%+3.7%0.012%
1/17/2025Atomi Financial Group Inc.81,895$2.05M0.1%+18.2%0.058%
1/17/2025Transform Wealth LLC41,678$1.04M0.1%+121.2%0.030%
1/16/2025Seven Post Investment Office LP16,563$415K0.2%-6.5%0.012%
1/16/2025Koshinski Asset Management Inc.10,551$264K0.0%-7.9%0.008%
1/16/2025Priebe Wealth Holdings LLC24,350$610K0.4%+141.1%0.017%
1/16/2025Ervin Investment Management LLC102,385$2.57M1.7%+30.5%0.073%
1/16/2025Terra Nova Asset Management LLC55,012$1.38M1.0%+1.5%0.039%
1/15/2025 Financial & Tax Architects LLC49,071$1.23M0.3%-20.8%0.035%
1/15/2025 Merit Financial Group LLC330,250$8.27M0.1%+6.4%0.236%
1/15/2025 Empirical Asset Management LLC184,306$4.62M0.1%-1.1%0.131%
1/15/2025 Legacy Wealth Asset Management LLC53,947$1.35M0.4%+11.1%0.038%
1/14/2025 Foresight Capital Management Advisors Inc.43,897$1.10M0.6%N/A0.031%
1/14/2025 Advisors Management Group Inc. ADV483,573$12.11M2.9%-0.8%0.345%
1/14/2025 Wolff Wiese Magana LLC82,062$2.06M1.4%-1.0%0.059%
1/14/2025 Fiduciary Financial Group LLC86,417$2.22M0.5%+2.8%0.062%
1/14/2025 180 Wealth Advisors LLC290,464$7.28M1.1%+2.0%0.207%
1/13/2025 Brookstone Capital Management97,671$2.45M0.0%-23.3%0.070%
1/13/2025 Trust Co. of Toledo NA OH39,440$988K0.1%+54.9%0.028%
1/13/2025 Fiduciary Alliance LLC223,973$5.61M0.6%+1.5%0.160%
1/13/2025 City Center Advisors LLC18,259$457K0.5%-5.0%0.013%
1/8/2025 Worth Asset Management LLC61,591$1.54M0.8%-13.5%0.044%
12/26/2024JPMorgan Chase & Co.885,680$22.26M0.0%+393.3%0.632%
11/27/2024Franklin Resources Inc.262,379$6.65M0.0%+1.7%0.187%
11/25/2024Synovus Financial Corp207,388$5.21M0.1%+93.1%0.148%
11/25/2024World Investment Advisors LLC83,792$2.11M0.1%-7.0%0.060%
11/25/2024Sanctuary Advisors LLC9,822$254K0.0%-8.6%0.007%
11/15/2024Cape Cod Five Cents Savings Bank100,068$2.52M0.2%-0.5%0.071%
11/15/2024MML Investors Services LLC84,628$2.13M0.0%+23.0%0.060%
11/15/2024Orion Portfolio Solutions LLC9,245$232K0.0%N/A0.007%
11/15/2024Stifel Financial Corp95,730$2.41M0.0%-1.3%0.068%
11/15/2024Quadrature Capital Ltd1,421,303$35.70M0.8%N/A1.014%
11/15/2024Resurgent Financial Advisors LLC32,150$808K0.5%-2.4%0.023%
11/15/2024IHT Wealth Management LLC49,825$1.25M0.0%+2.3%0.036%
11/15/2024HighTower Advisors LLC2,009,223$50.49M0.1%-4.2%1.433%
11/15/2024Hilltop Holdings Inc.42,575$1.07M0.1%+7.4%0.030%
11/14/2024Encompass More Asset Management204,220$5.13M2.0%N/A0.146%
11/14/2024Arete Wealth Advisors LLC16,658$418K0.0%+9.1%0.012%
11/14/2024Channing Global Advisors LLC99,470$2.50M2.1%+8.7%0.071%
11/14/2024Captrust Financial Advisors154,771$3.89M0.0%-2.8%0.110%
11/14/2024Rockefeller Capital Management L.P.63,012$1.58M0.0%-1.3%0.045%
11/13/2024Glenmede Trust Co. NA12,000$302K0.0%-12.7%0.009%
11/13/2024Freedom Investment Management Inc.441,197$11.09M0.9%-6.4%0.315%
11/13/2024FMR LLC4,250$107K0.0%+18.1%0.003%
11/13/2024D.A. Davidson & CO.20,219$508K0.0%+40.2%0.014%
11/13/2024Bank of Montreal Can817,597$20.71M0.0%N/A0.583%
11/13/2024Acorn Wealth Advisors LLC21,387$537K0.2%+8.4%0.015%
11/13/2024Brown Brothers Harriman & Co.16,468$414K0.0%N/A0.012%
11/13/2024Pacific Financial Group Inc.57,214$1.44M1.1%-7.8%0.041%
11/12/2024Larson Financial Group LLC29,484$741K0.0%-76.8%0.021%
11/12/2024Nwam LLC17,023$428K0.0%N/A0.012%
11/12/2024Allen Capital Group LLC616,980$15.51M1.9%-1.4%0.440%
11/8/2024Darwin Wealth Management LLC8,493$213K0.1%N/A0.006%
11/7/2024Amara Financial LLC.45,541$1.14M1.1%N/A0.032%
11/7/2024ETF Store Inc.24,552$617K0.6%-7.9%0.018%
11/7/2024Thrivent Financial for Lutherans20,110$506K0.0%+123.9%0.014%
11/6/2024KCM Investment Advisors LLC8,850$222K0.0%N/A0.006%
11/6/2024Empowered Funds LLC633,273$15.91M0.3%+213.9%0.452%
11/6/2024OneDigital Investment Advisors LLC62,343$1.57M0.0%-2.9%0.044%
11/6/2024Lifeworks Advisors LLC134,756$3.39M0.7%N/A0.096%
11/6/2024Metis Global Partners LLC4,657,799$117.05M3.6%+34.6%3.322%
11/6/2024BCM Advisors LLC227,038$5.93M1.4%-2.7%0.162%
11/5/2024Savvy Advisors Inc.57,593$1.45M0.3%+11.3%0.041%
11/5/2024WealthPlan Investment Management LLC23,776$597K0.1%+19.0%0.017%
11/5/2024Waverton Investment Management Ltd641,550$16.12M0.3%-3.0%0.458%
11/5/2024Harbour Investments Inc.117,356$2.95M0.1%+9.6%0.084%
11/4/2024TRU Independence Asset Management 2 LLC14,000$352K0.3%N/A0.010%
11/4/2024Sigma Planning Corp21,996$553K0.0%+3.1%0.016%
11/1/2024Sheets Smith Wealth Management65,342$1.64M0.2%-1.1%0.047%
11/1/2024Atria Investments Inc46,936$1.18M0.0%-23.4%0.033%
11/1/2024SpiderRock Advisors LLC52,135$1.31M0.0%-14.4%0.037%
10/31/2024 Advisors Management Group Inc. ADV487,481$12.25M2.9%-0.4%0.348%
10/31/2024Concurrent Investment Advisors LLC11,982$301K0.0%-21.0%0.009%
10/30/2024Madden Advisory Services Inc.22,203$558K0.3%-1.7%0.016%
10/30/2024Capital Wealth Alliance LLC11,167$281K0.2%-22.4%0.008%
10/29/2024Farther Finance Advisors LLC462,116$11.61M0.4%+0.4%0.330%
10/28/2024Focus Financial Network Inc.297,297$7.47M0.3%+0.6%0.212%
10/25/2024Financial Advocates Investment Management46,525$1.17M0.1%-1.5%0.033%
10/25/2024Mutual Advisors LLC61,835$1.62M0.0%+10.2%0.044%
10/25/2024Valmark Advisers Inc.9,260$233K0.0%N/A0.007%
10/25/2024MONECO Advisors LLC151,481$3.81M0.5%+37.8%0.108%
10/25/2024China Universal Asset Management Co. Ltd.1,000$25K0.0%-99.0%0.001%
10/24/2024Anson Capital Inc.56,363$1.42M1.3%-5.0%0.040%
10/24/2024GHP Investment Advisors Inc.3,420$86K0.0%-24.1%0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC142,479$3.58M0.0%-12.1%0.102%
10/24/2024PFG Investments LLC30,051$755K0.0%-8.2%0.021%
10/23/2024Mirae Asset Global Investments Co. Ltd.227,600$5.77M0.0%+18.8%0.162%
10/23/2024Allworth Financial LP7,418$186K0.0%+33.3%0.005%
10/23/2024 Mayfair Advisory Group LLC27,200$689K0.4%-27.5%0.019%
10/23/2024Capital Management Associates Inc332,638$8.36M3.4%+2.2%0.237%
10/23/2024 Legacy Wealth Asset Management LLC48,575$1.22M0.3%-5.1%0.035%
10/23/2024Hudock Inc.8,588$216K0.0%N/A0.006%
10/23/2024Global Assets Advisory LLC45,788$1.16M0.6%N/A0.033%
10/22/2024 International Assets Investment Management LLC28,849$725K0.0%N/A0.021%
10/22/2024 Eagle Bay Advisors LLC4,200$106K0.0%-12.5%0.003%
10/22/2024 Elevated Capital Advisors LLC47,114$1.18M0.3%-69.0%0.034%
(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, 288 institutional investors and hedge funds held shares of abrdn Physical Gold Shares ETF. The most heavily invested institutionals were Metis Global Partners LLC ($117.05M), Bank of America Corp DE ($62.27M), Ronald Blue Trust Inc. ($55.57M), HighTower Advisors LLC ($50.49M), Quadrature Capital Ltd ($35.70M), UBS Group AG ($29.93M), and Envestnet Asset Management Inc. ($28.85M).Learn more on SGOL's institutional investors.

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

Of the 238 institutional investors that purchased abrdn Physical Gold Shares ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Metis Global Partners LLC ($1.71M), Quadrature Capital Ltd ($1.42M), Ronald Blue Trust Inc. ($1.16M), Envestnet Asset Management Inc. ($1.07M), Pure Portfolios Holdings LLC ($1.01M), Empowered Funds LLC ($963.89K), and Almanack Investment Partners LLC. ($919.48K).

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

Institutional investors have bought a total of 27,866,926 shares in the last 24 months. This purchase volume represents approximately $573.67M in transactions.

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

Of the 159 institutional investors that sold abrdn Physical Gold Shares ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blue Trust Inc. ($2.42M), CWM LLC ($692.28K), Osaic Holdings Inc. ($505.25K), IFP Advisors Inc ($456.64K), Empowered Funds LLC ($391.45K), Worth Asset Management LLC ($389.49K), and Raymond James & Associates ($329.61K).

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

Institutional investors have sold a total of 10,198,321 shares in the last 24 months. This volume of shares sold represents approximately $204.34M in transactions.



This page (NYSEARCA:SGOL) was last updated on 1/18/2025 by MarketBeat.com Staff
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