SGOL Institutional Ownership & Shareholders
ABRDN PHYSICAL GOLD SHARES (SGOL) is currently held by 470 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Metis Global Partners, Llc is currently the largest disclosed institutional shareholder of SGOL tracked by InsiderSet, reporting ownership valued at approximately $297.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $287.95M, representing an estimated loss of -3.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SGOL value among the investors covered in this analysis. Major shareholders include Metis Global Partners, Llc, Jpmorgan Chase & Co, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ABRDN PHYSICAL GOLD SHARES (SGOL).
This page ranks the largest institutional SGOL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
470
Total Reported Value
$2.36B
Largest Holder
Metis Global Partners, Llc
Largest Position
$297.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Metis Global Partners, Llc | 6.76% | 7,792,850 | $297,920,656 | $287,945,808 | -$9,974,849 | -3.35% | |
| Jpmorgan Chase & Co | 0.02% | 6,958,333 | $266,086,661 | $257,110,404 | -$8,976,257 | -3.37% | |
| Bank Of America Corp | 0.01% | 3,380,464 | $129,235,134 | $124,908,145 | -$4,326,989 | -3.35% | |
| Wells Fargo & Company/Mn | 0.02% | 2,852,930 | $109,067,513 | $105,415,764 | -$3,651,749 | -3.35% | |
| Morgan Stanley | 0.00% | 2,317,629 | $88,603,022 | $85,636,392 | -$2,966,630 | -3.35% | |
| Lpl Financial Llc | 0.02% | 1,899,023 | $72,599,646 | $70,168,900 | -$2,430,746 | -3.35% | |
| Ubs Group Ag | 0.01% | 1,733,447 | $66,269,679 | $64,050,867 | -$2,218,812 | -3.35% | |
| Almanack Investment Partners, Llc. | 5.12% | 1,050,514 | $40,161,140 | $38,816,492 | -$1,344,648 | -3.35% | |
| Waverly Advisors, Llc | 0.21% | 966,282 | $36,940,977 | $35,704,120 | -$1,236,857 | -3.35% | |
| Ethos Financial Group, Llc | 2.39% | 928,068 | $35,738,242 | $34,292,113 | -$1,446,129 | -4.05% | |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | 723,550 | $28,623,638 | $26,735,173 | -$1,888,465 | -6.60% | |
| Kestra Advisory Services, Llc | 0.08% | 691,046 | $27,337,783 | $25,534,150 | -$1,803,633 | -6.60% | |
| Newedge Advisors, Llc | 0.08% | 695,666 | $26,595,290 | $25,704,859 | -$890,431 | -3.35% | |
| Jain Global Llc | 0.29% | 644,220 | $24,628,531 | $23,803,929 | -$824,602 | -3.35% | |
| Baird Financial Group, Inc. | 0.03% | 633,001 | $24,199,628 | $23,389,387 | -$810,241 | -3.35% | |
| Envestnet Asset Management Inc | 0.01% | 611,292 | $23,369,705 | $22,587,239 | -$782,466 | -3.35% | |
| London & Capital Asset Management Ltd | 0.21% | 604,978 | $23,125,284 | $22,353,937 | -$771,347 | -3.34% | |
| Royal Bank Of Canada | 0.00% | 597,450 | $22,840,000 | $22,075,778 | -$764,223 | -3.35% | |
| Cetera Investment Advisers | 0.02% | 554,175 | $21,186,113 | $20,476,766 | -$709,347 | -3.35% | |
| Mai Capital Management | 0.08% | 552,145 | $21,108,504 | $20,401,758 | -$706,746 | -3.35% | |
| Cwm, Llc | 0.05% | 445,703 | $19,887,258 | $16,468,726 | -$3,418,532 | -17.19% | |
| Encompass More Asset Management | 2.79% | 496,846 | $19,655,228 | $18,358,460 | -$1,296,768 | -6.60% | |
| Towneley Capital Management, Inc / De | 3.88% | 494,788 | $19,573,804 | $18,282,417 | -$1,291,387 | -6.60% | |
| Bfsg, Llc | 1.71% | 492,054 | $19,465,640 | $18,181,395 | -$1,284,245 | -6.60% | |
| Raymond James Financial Inc | 0.01% | 483,018 | $18,465,778 | $17,847,515 | -$618,263 | -3.35% | |
| Ameliora Wealth Management Ltd. | 5.17% | 457,369 | $18,093,518 | $16,899,785 | -$1,193,733 | -6.60% | |
| Mml Investors Services, Llc | 0.04% | 463,007 | $17,700,748 | $17,108,109 | -$592,639 | -3.35% | |
| Global View Capital Management Llc | 3.83% | 434,528 | $17,189,928 | $16,055,810 | -$1,134,118 | -6.60% | |
| Stonebridge Financial Group, Llc | 1.26% | 430,410 | $17,027,029 | $15,903,650 | -$1,123,379 | -6.60% | |
| Wt Wealth Management | 4.53% | 409,254 | $16,189,473 | $15,121,935 | -$1,067,538 | -6.59% | |
| Advisors Management Group Inc | 2.58% | 406,785 | $15,551,000 | $15,030,706 | -$520,294 | -3.35% | |
| Blue Trust, Inc. | 0.15% | 358,807 | $14,194,389 | $13,257,919 | -$936,470 | -6.60% | |
| Merit Financial Group, Llc | 0.09% | 368,968 | $14,105,647 | $13,633,368 | -$472,279 | -3.35% | |
| Virtu Financial Llc | 0.43% | 360,880 | $13,796,000 | $13,334,516 | -$461,484 | -3.35% | |
| Mrwm Advisors, Llc | 5.30% | 337,082 | $12,886,645 | $12,455,180 | -$431,465 | -3.35% | |
| Choate Investment Advisors | 0.22% | 333,575 | $12,752,572 | $12,325,596 | -$426,976 | -3.35% | |
| Newman Dignan & Sheerar, Inc. | 2.39% | 317,706 | $12,568,468 | $11,739,237 | -$829,231 | -6.60% | |
| Norris Financial Group, Llc | 4.97% | 326,883 | $12,496,737 | $12,078,327 | -$418,410 | -3.35% | |
| Mountain Lake Investment Management Llc | 7.72% | 324,355 | $12,400,092 | $11,984,917 | -$415,175 | -3.35% | |
| 180 Wealth Advisors, Llc | 1.20% | 312,216 | $11,936,001 | $11,536,381 | -$399,620 | -3.35% | |
| Aqr Capital Management Llc | 0.00% | 311,808 | $11,920,420 | $11,521,306 | -$399,114 | -3.35% | |
| Savvy Advisors, Inc. | 0.25% | 305,941 | $11,696,124 | $11,304,520 | -$391,604 | -3.35% | |
| Osaic Holdings, Inc. | 0.01% | 303,907 | $11,618,199 | $11,229,364 | -$388,835 | -3.35% | |
| Focus Financial Network, Inc. | 0.35% | 292,062 | $11,553,973 | $10,791,691 | -$762,282 | -6.60% | |
| Guardian Point Capital, Lp | 3.53% | 300,000 | $11,469,000 | $11,085,000 | -$384,000 | -3.35% | |
| E Fund Management Co., Ltd. | 0.26% | 299,341 | $11,443,806 | $11,060,650 | -$383,156 | -3.35% | |
| China Universal Asset Management Co., Ltd. | 0.59% | 286,500 | $11,391,240 | $10,586,175 | -$805,065 | -7.07% | |
| Fulcrum Wealth Advisors, Llc | 7.90% | 286,902 | $11,349,849 | $10,601,029 | -$748,820 | -6.60% | |
| Avestar Capital, Llc | 0.89% | 260,361 | $10,299,881 | $9,620,339 | -$679,542 | -6.60% | |
| Timber Creek Capital Management Llc | 2.09% | 268,201 | $10,253,324 | $9,910,027 | -$343,297 | -3.35% |
Frequently asked questions about SGOL
Who are the largest institutional holders of SGOL?
The largest institutional holders of SGOL reported in the latest SEC Form 13F filings include Metis Global Partners, Llc, Jpmorgan Chase & Co, Bank Of America Corp, Wells Fargo & Company/Mn, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported SGOL position.
What is SGOL institutional ownership?
This page tracks SGOL positions reported by institutional investment managers through SEC Form 13F. ABRDN PHYSICAL GOLD SHARES (SGOL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGOL?
InsiderSet currently tracks 470 institutional managers reporting SGOL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGOL shareholders.
How much SGOL stock do institutions own?
Institutional investment managers disclosed approximately $2.36B in SGOL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGOL institutional ownership last updated?
The latest SGOL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGOL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGOL position after the reporting date.
Are institutions buying or selling SGOL?
Institutional buying and selling can be analyzed by comparing SGOL positions across consecutive 13F reporting periods. InsiderSet's SGOL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGOL ownership changes.
How has SGOL institutional ownership changed over time?
InsiderSet tracks SGOL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.