ABRDN PHYSICAL GOLD SHARES (SGOL) Institutional Shareholders

ABRDN PHYSICAL GOLD SHARES (SGOL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.36B in SGOL holdings during the latest filing period.

Metis Global Partners, Llc is currently the largest disclosed institutional shareholder of SGOL tracked by InsiderSet, reporting ownership valued at approximately $294.08M in its March 31, 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 $254.20M, representing an estimated loss of -13.56% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed SGOL value among the investors covered in this analysis. Major shareholders include Metis Global Partners, Llc, Bank Of America Corp, Wells Fargo & Company/Mn, 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

467

Total Reported Value

$2.36B

Largest Holder

Metis Global Partners, Llc

Largest Position

$294.08M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

61

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Metis Global Partners, Llc7.22%6,590,713$294,077,614$254,203,800-$39,873,814-13.56%
Bank Of America Corp0.01%3,414,960$152,375,499$131,715,007-$20,660,492-13.56%
Wells Fargo & Company/Mn0.03%3,087,356$137,757,833$119,079,321-$18,678,512-13.56%
Lpl Financial Llc0.03%2,272,206$101,385,828$87,638,985-$13,746,843-13.56%
Morgan Stanley0.01%2,258,207$100,761,240$87,099,044-$13,662,196-13.56%
Ubs Group Ag0.01%1,679,792$74,952,319$64,789,577-$10,162,742-13.56%
Hightower Advisors, Llc0.07%1,534,681$68,477,523$59,192,646-$9,284,877-13.56%
Ethos Financial Group, Llc3.34%1,024,396$45,698,473$39,510,954-$6,187,519-13.54%
Waverly Advisors, Llc0.32%953,728$42,555,361$36,785,289-$5,770,072-13.56%
Almanack Investment Partners, Llc.5.12%1,050,514$40,161,140$40,518,325+$357,185+0.89%
Envestnet Asset Management Inc0.01%708,698$31,622,117$27,334,482-$4,287,635-13.56%
Royal Bank Of Canada0.01%663,505$29,606,000$25,591,388-$4,014,612-13.56%
Jain Global Llc0.37%644,220$28,745,096$24,847,565-$3,897,531-13.56%
Quadrature Capital Ltd0.33%620,280$27,676,894$23,924,200-$3,752,694-13.56%
Guardian Point Capital, Lp11.03%600,000$26,772,000$23,142,000-$3,630,000-13.56%
Baird Financial Group, Inc.0.04%582,230$25,979,103$22,456,611-$3,522,492-13.56%
London & Capital Asset Management Ltd0.28%574,688$25,639,705$22,165,716-$3,473,989-13.55%
Mirae Asset Global Investments Co., Ltd.0.05%669,550$25,596,897$25,824,544+$227,647+0.89%
Cetera Investment Advisers0.03%556,675$24,838,841$21,470,955-$3,367,886-13.56%
Mai Capital Management0.14%541,739$24,172,395$20,894,873-$3,277,522-13.56%
Kestra Advisory Services, Llc0.08%615,522$23,531,390$23,740,684+$209,294+0.89%
Raymond James Financial Inc0.01%525,172$23,433,174$20,255,884-$3,177,290-13.56%
Global View Capital Management Llc4.14%524,023$20,033,399$20,211,567+$178,168+0.89%
Cwm, Llc0.05%445,703$19,887,258$17,190,765-$2,696,493-13.56%
Bfsg, Llc1.70%501,622$19,176,990$19,347,561+$170,571+0.89%
Towneley Capital Management, Inc / De3.74%498,155$19,044,465$19,213,838+$169,373+0.89%
Encompass More Asset Management2.78%495,540$18,944,494$19,112,978+$168,484+0.89%
Ameliora Wealth Management Ltd.5.23%460,484$17,604,303$17,760,868+$156,565+0.89%
Mml Investors Services, Llc0.05%371,511$16,576,810$14,329,179-$2,247,631-13.56%
Wt Wealth Management4.35%411,067$15,715,094$15,854,854+$139,760+0.89%
Savvy Advisors, Inc.0.42%348,804$15,563,634$13,453,370-$2,110,264-13.56%
Stonebridge Financial Group, Llc1.17%403,471$15,424,696$15,561,876+$137,180+0.89%
Choate Investment Advisors0.29%337,644$15,065,675$13,022,929-$2,042,746-13.56%
Blue Trust, Inc.0.16%391,720$14,975,459$15,108,640+$133,181+0.89%
Mountain Lake Investment Management Llc9.37%324,918$14,497,841$12,532,087-$1,965,754-13.56%
Susquehanna International Group, Llp0.02%321,585$14,349,123$12,403,533-$1,945,590-13.56%
Merit Financial Group, Llc0.09%368,968$14,105,647$14,231,096+$125,449+0.89%
E Fund Management Co., Ltd.0.41%306,890$13,693,432$11,836,747-$1,856,685-13.56%
Aqr Capital Management Llc0.01%304,581$13,590,404$11,747,689-$1,842,715-13.56%
Inspire Advisors, Llc1.09%300,479$13,407,381$11,589,475-$1,817,906-13.56%
Mrwm Advisors, Llc5.30%337,082$12,886,645$13,001,253+$114,608+0.89%
Osaic Holdings, Inc.0.02%281,946$12,580,282$10,874,657-$1,705,625-13.56%
Newman Dignan & Sheerar, Inc.2.35%321,721$12,299,405$12,408,779+$109,374+0.89%
180 Wealth Advisors, Llc1.20%312,216$11,936,001$12,042,171+$106,170+0.89%
Us Bancorp \De\0.01%266,931$11,910,461$10,295,529-$1,614,932-13.56%
Timber Creek Capital Management Llc2.84%262,701$11,721,719$10,132,378-$1,589,341-13.56%
Franklin Resources Inc0.00%258,871$11,550,825$9,984,654-$1,566,171-13.56%
Kensington Asset Management, Llc0.59%278,002$11,500,943$10,722,537-$778,406-6.77%
Ameriprise Financial Inc0.00%251,613$11,280,912$9,704,713-$1,576,199-13.97%
Focus Financial Network, Inc.0.34%283,322$10,831,400$10,927,730+$96,330+0.89%

Frequently asked questions about SGOL

  • Who owns the most SGOL stock?

    The largest holders of SGOL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ABRDN PHYSICAL GOLD SHARES (SGOL).

  • Is SGOL widely held by superinvestors?

    Many widely followed stocks like SGOL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SGOL is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.