SGOL · abrdn Gold ETF Trust

$42.44 -1.43 (-3.26%) At close · Aug 28

Market Cap

$7.70B

175.50M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 463

Total Value: $2,440,173,712

Total Shares: 63,774,289

Showing 1–100 of 468 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 463 13F filers · Δ vs Mar 31, 2026

Top Holder

12.2%

+2.0 pts

Top 5

36.5%

+3.0 pts

Top 10

47.8%

+2.7 pts

HHI

382

Broadly held+61

Quarterly Activity

vs Mar 31, 2026

New

Increased

127

Decreased

150

Sold Out

Unchanged

136

Holder count: -27

Institutional value: -15.5%

Shares held: -1.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Metis Global Partners, LLC	+1,202,137	7,792,850
Mega JPMORGAN CHASE & CO	+604,694	6,958,333
Large NewEdge Advisors, LLC	+393,006	695,666
Large MML INVESTORS SERVICES, LLC	+91,496	463,007
Large Cerity Partners LLC	+77,098	122,660

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega LPL Financial LLC	−373,183	1,899,023
Small GUARDIAN POINT CAPITAL, LP	−300,000	300,000
Small Inspire Advisors, LLC	−253,747	46,732
Small Allen Capital Group, LLC	−243,770	219,428
Mega WELLS FARGO & COMPANY/MN	−234,426	2,852,930

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Virtu Financial LLC	360,880	$13,796,442
Mid Evelyn Partners Group Ltd	286,636	$10,958,093
Mid Jump Financial, LLC	239,696	$9,163,578
Micro New Harbor Financial Group, LLC	185,905	$7,107,148
Large Empowered Funds, LLC	164,705	$6,296,672

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Quadrature Capital Ltd	620,280	$27,676,893
Large CWM, LLC	445,703	$19,887,267
Small Evelyn Partners Asset Management Ltd	181,793	$8,111,603
Mega GOLDMAN SACHS GROUP INC	170,278	$7,597,804
Large RENAISSANCE TECHNOLOGIES LLC	147,800	$6,594,836

Filter: New 50 Increased 127 Reduced 150 Sold out 77 Unchanged 136

Showing 100 of 468

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Metis Global Partners, LLC

$297,920,655

12.21%

7,792,850

JPMORGAN CHASE & CO

$266,017,067

10.90%

6,958,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	573,446	$21,922,840	8.2%	Other
JPMorgan Chase Bank, N.A.	4,365,665	$166,899,372	62.7%	Other
J.P. Morgan Investment Management Inc.	127	$4,855	0.0%	Defined
J.P. Morgan Securities LLC	1,975,740	$75,532,539	28.4%	Defined
J.P. Morgan Private Investments Inc.	8,124	$310,580	0.1%	Defined
55I, LLC	35,231	$1,346,881	0.5%	Other

BANK OF AMERICA CORP /DE/

$129,235,138

5.30%

3,380,464

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	47,289	$1,807,858	1.4%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	2,287,640	$87,456,477	67.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,045,535	$39,970,803	30.9%	Defined

WELLS FARGO & COMPANY/MN

$109,067,511

4.47%

2,852,930

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,075,284	$41,108,107	37.7%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	745,723	$28,508,990	26.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	777,951	$29,741,066	27.3%	Defined
WELLS FARGO DELAWARE TRUST CO, N.A.	1,051	$40,179	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	252,921	$9,669,169	8.9%	Defined

MORGAN STANLEY

$88,602,955

3.63%

2,317,629

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	2,071,856	$79,207,054	89.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	245,773	$9,395,901	10.6%	Defined

LPL Financial LLC

$72,599,649

2.98%

1,899,023

UBS Group AG

$66,269,677

2.72%

1,733,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,690,113	$64,613,019	97.5%	Defined
UBS AG	41,810	$1,598,396	2.4%	Defined
UBS Securities LLC	1,524	$58,262	0.1%	Defined

HighTower Advisors, LLC

$59,881,101

2.45%

1,566,338

Almanack Investment Partners, LLC.

$40,161,150

1.65%

1,050,514

Waverly Advisors, LLC

$36,940,960

1.51%

966,282

Ethos Financial Group, LLC

$35,480,039

1.45%

928,068

NewEdge Advisors, LLC

$26,595,311

1.09%

695,666

Mirae Asset Global Investments Co., Ltd.

$25,596,896

1.05%

669,550

Jain Global LLC

$24,628,530

1.01%

644,220

Baird Financial Group, Inc.

$24,199,628

0.99%

633,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	633,001	$24,199,628	100.0%	Defined

Kestra Advisory Services, LLC

$23,531,406

0.96%

615,522

ENVESTNET ASSET MANAGEMENT INC

$23,369,693

0.96%

611,292

London & Capital Asset Management Ltd

$23,128,308

0.95%

604,978

ROYAL BANK OF CANADA

$22,840,513

0.94%

597,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	520,414	$19,895,427	87.1%	Defined
RBC Dominion Securities Inc.	63,235	$2,417,474	10.6%	Defined
RBC Private Counsel (USA) Inc.	13,801	$527,612	2.3%	Defined

Cetera Investment Advisers

$21,186,110

0.87%

554,175

MAI Capital Management

$21,108,503

0.87%

552,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	15,061	$575,782	2.7%	Defined
Held directly	537,084	$20,532,721	97.3%	Sole

Global View Capital Management LLC

$20,033,399

0.82%

524,023

BFSG, LLC

$19,177,009

0.79%

501,622

Towneley Capital Management, Inc / DE

$19,044,465

0.78%

498,155

Encompass More Asset Management

$18,944,494

0.78%

495,540

RAYMOND JAMES FINANCIAL INC

$18,465,777

0.76%

483,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	324,417	$12,402,461	67.2%	Defined
Raymond James Financial Services Advisors, Inc.	158,601	$6,063,316	32.8%	Defined

MML INVESTORS SERVICES, LLC

$17,700,757

0.73%

463,007

Ameliora Wealth Management Ltd.

$17,604,303

0.72%

460,484

WT Wealth Management

$15,715,091

0.64%

411,067

ADVISORS MANAGEMENT GROUP INC /ADV

$15,551,390

0.64%

406,785

Stonebridge Financial Group, LLC

$15,424,696

0.63%

403,471

Blue Trust, Inc.

$14,975,455

0.61%

391,720

Merit Financial Group, LLC

$14,105,646

0.58%

368,968

Virtu Financial LLC

$13,796,442

0.57%

360,880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	360,880	$13,796,442	100.0%	Defined

MRWM Advisors, LLC

$12,886,644

0.53%

337,082

Choate Investment Advisors

$12,752,572

0.52%

333,575

Norris Financial Group, LLC

$12,496,737

0.51%

326,883

Mountain Lake Investment Management LLC

$12,400,091

0.51%

324,355

Newman Dignan & Sheerar, Inc.

$12,299,393

0.50%

321,721

180 WEALTH ADVISORS, LLC

$11,936,017

0.49%

312,216

AQR CAPITAL MANAGEMENT LLC

$11,920,419

0.49%

311,808

Cambridge Investment Research Advisors, Inc.

$11,915,679

0.49%

311,684

Savvy Advisors, Inc.

$11,696,124

0.48%

305,941

OSAIC HOLDINGS, INC.

$11,618,363

0.48%

303,907

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	212,142	$8,110,188	69.8%	Defined
CW Advisors, LLC	10,392	$397,286	3.4%	Sole
Osaic Advisory Services, LLC	81,373	$3,110,889	26.8%	Defined

GUARDIAN POINT CAPITAL, LP

$11,469,000

0.47%

300,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MIRABELLA FINANCIAL SERVICES LLP	300,000	$11,469,000	100.0%	Other

E Fund Management Co., Ltd.

$11,443,806

0.47%

299,341

Evelyn Partners Group Ltd

$10,958,093

0.45%

286,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Evelyn Partners Investment Management LLP	10,805	$413,075	3.8%	Sole
Evelyn Partners Investment Management Services Ltd	55,296	$2,113,966	19.3%	Sole
Evelyn Partners Asset Management Ltd	214,680	$8,207,216	74.9%	Sole
Held directly	5,855	$223,836	2.0%	Sole

Focus Financial Network, Inc.

$10,831,400

0.44%

283,322

China Universal Asset Management Co., Ltd.

$10,570,595

0.43%

276,500

Timber Creek Capital Management LLC

$10,253,324

0.42%

268,201

FULCRUM WEALTH ADVISORS, LLC

$10,244,301

0.42%

267,965

US BANCORP \DE\

$10,204,772

0.42%

266,931

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	266,931	$10,204,772	100.0%	Defined

Mariner, LLC

$9,940,793

0.41%

260,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	51,239	$1,958,866	19.7%	Other
Held directly	208,787	$7,981,927	80.3%	Sole

FRANKLIN RESOURCES INC

$9,824,612

0.40%

256,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	25,539	$976,355	9.9%	Defined
Fiduciary Trust Co International of Pennsylvania	231,448	$8,848,257	90.1%	Defined

Cypress Capital, LLC

$9,760,348

0.40%

255,306

JONES FINANCIAL COMPANIES LLLP

$9,678,153

0.40%

253,156

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	253,156	$9,678,153	100.0%	Sole

COMMONWEALTH EQUITY SERVICES, LLC

$9,340,506

0.38%

244,324

Avestar Capital, LLC

$9,233,003

0.38%

241,512

Jump Financial, LLC

$9,163,578

0.38%

239,696

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	239,696	$9,163,578	100.0%	Defined

Harvest Fund Management Co., Ltd

$9,064,524

0.37%

237,105

Empirical Asset Management, LLC

$8,857,546

0.36%

231,691

Capital Management Associates, Inc

$8,742,054

0.36%

228,670

Allen Capital Group, LLC

$8,388,732

0.34%

219,428

Fiduciary Alliance LLC

$7,316,380

0.30%

191,378

New Harbor Financial Group, LLC

$7,107,148

0.29%

185,905

TUDOR INVESTMENT CORP ET AL

$6,350,385

0.26%

166,110

STIFEL FINANCIAL CORP

$6,340,368

0.26%

165,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	152,892	$5,845,061	92.2%	Defined
Stifel Independent Advisors, LLC	6,256	$239,166	3.8%	Defined
Stifel Trust Company, N.A.	6,700	$256,141	4.0%	Defined

Rockefeller Capital Management L.P.

$6,323,624

0.26%

165,410

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	165,410	$6,323,624	100.0%	Defined

Empowered Funds, LLC

$6,296,672

0.26%

164,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Gadsden, LLC	164,705	$6,296,672	100.0%	Other

CAPTRUST FINANCIAL ADVISORS

$6,163,478

0.25%

161,221

BCM ADVISORS, LLC

$5,992,743

0.25%

156,755

CHOREO, LLC

$5,869,604

0.24%

153,534

Ervin Investment Management, LLC

$5,853,204

0.24%

153,105

Avos Capital Management, LLC

$5,729,835

0.23%

149,878

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$5,646,035

0.23%

147,686

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	35,592	$1,360,682	24.1%	Other
G1 EXECUTION SERVICES, LLC	112,094	$4,285,353	75.9%	Other

Clear Retirement Advice LLC

$5,600,121

0.23%

146,485

Luminist Capital LLC

$5,590,716

0.23%

146,239

LaSalle St. Investment Advisors, LLC

$5,291,223

0.22%

138,405

Terra Nova Asset Management LLC

$5,013,902

0.21%

131,151

Focus Partners Wealth

$4,868,399

0.20%

127,345

Stonehage Fleming Financial Services Holdings Ltd

$4,829,787

0.20%

126,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Stonehage Fleming Investment Management Ltd	126,335	$4,829,787	100.0%	Defined

AMERIPRISE FINANCIAL INC

$4,708,215

0.19%

123,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC joint	123,155	$4,708,215	100.0%	Defined

Cerity Partners LLC

$4,689,291

0.19%

122,660

MONECO ADVISORS, LLC

$4,628,429

0.19%

121,068

Proficio Capital Partners LLC

$4,603,771

0.19%

120,423

Arete Wealth Advisors, LLC

$4,470,922

0.18%

116,948

Go Invest LLC

$4,430,245

0.18%

115,884

SYON CAPITAL LLC

$4,401,649

0.18%

115,136

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$4,370,109

0.18%

114,311

Narwhal Capital Management

$4,317,925

0.18%

112,946

EP Wealth Advisors, LLC

$4,269,449

0.17%

111,678

Pinnacle Financial Partners, Inc.

$4,126,431

0.17%

107,937

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SYNOVUS TRUST CO NA	100,000	$3,823,000	92.6%	Defined
Synovus Securities, Inc.	7,937	$303,431	7.4%	Defined

Arkadios Wealth Advisors

$4,088,163

0.17%

106,936

Wealth Watch Advisors, INC

$3,961,316

0.16%

103,618

BESSEMER GROUP INC

$3,939,524

0.16%

103,048

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bessemer Trust CO of Delaware, N.A.	94,241	$3,602,833	91.5%	Defined
BESSEMER TRUST Co OF FLORIDA	8,807	$336,691	8.5%	Defined

WCG Wealth Advisors LLC

$3,919,951

0.16%

102,536

JANE STREET GROUP, LLC

$3,884,168

0.16%

101,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	101,600	$3,884,168	100.0%	Defined

CITADEL ADVISORS LLC

$3,742,717

0.15%

97,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	97,900	$3,742,717	100.0%	Defined

Atlatl Advisers LLC

$3,696,420

0.15%

96,689

SEEDS INVESTOR LLC

$3,696,114

0.15%

96,681

Key facts CIK 1450923 CUSIP 00326A104 13F (30d) 271 filings 263 filers Visit website Investor relations