Institutional Ownership Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL). We have compiled data on the 428 institutions that hold shares in the stock, with a total of 60.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
12,069
shares
|
$419,397
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
12,000
shares
|
$417,000
0.2% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
11,715
shares
|
$407,096
0.29% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,700
shares
|
$406,575
0.05% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
11,595
shares
|
$402,926
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,496
shares
|
$399,486
0.0% of portfolio
|
Q2 2025
Reduced 88.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,348
shares
|
$394,343
0.0% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
11,236
shares
|
$390,451
0.01% of portfolio
|
Q2 2025
Reduced 27.04%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Jul 29, 2025 Q2 2025 |
11,000
shares
|
$382,250
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
10,914
shares
|
$379,261
0.07% of portfolio
|
Q2 2025
Reduced 74.26%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
10,859
shares
|
$377,350
0.11% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,832
shares
|
$376,412
0.0% of portfolio
|
Q2 2025
Reduced 93.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
10,583
shares
|
$367,759
0.01% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,575
shares
|
$367,481
0.35% of portfolio
|
Q4 2022
Reduced 68.0%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
10,553
shares
|
$366,716
0.19% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
10,458
shares
|
$363,415
0.03% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,329
shares
|
$358,932
0.04% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
10,178
shares
|
$353,685
0.04% of portfolio
|
Q2 2025
Added 38.89%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,151
shares
|
$352,747
0.02% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$347,500
0.02% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
9,760
shares
|
$339,160
0.08% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
9,727
shares
|
$338,013
0.01% of portfolio
|
Q2 2025
Added 26.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
9,668
shares
|
$335,963
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
9,627
shares
|
$334,538
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,537
shares
|
$331,410
0.01% of portfolio
|
Q1 2025
Added 0.98%
|