ABRDN PHYSICAL GOLD SHARES (SGOL) Institutional Ownership Changes & 13F Activity

ABRDN PHYSICAL GOLD SHARES (SGOL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Waverly Advisors, Llc, Guardian Point Capital, Lp, Quadrature Capital Ltd, Bank Of America Corp, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+12,638+4418.9%12,924$576.67KQ1 2026Sep 04, 2026
Mirae Asset Global Investments Co., Ltd.Buy+133,000+21.4%754,550$33.67MQ1 2026Aug 12, 2026
Pegasus Asset Management, Inc.Buy+4,666+31.2%19,604$874.73KQ1 2026Aug 06, 2026
Wells Fargo & Company/MnBuy+60,529+2.0%3,087,356$137.76MQ1 2026Jul 08, 2026
Norris Financial Group, LlcSell-59-0.0%306,385$13.67MQ1 2026May 20, 2026
Mcilrath & Eck, LlcBuy+1,948—1,948$86.92KQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+242+1.0%24,659$1.10MQ1 2026May 19, 2026
Paragon Private Wealth Management, LlcSell-159-0.5%31,963$1.43MQ1 2026May 19, 2026
Bank Of America CorpSell-404,342-10.6%3,414,960$152.38MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-9,908-8.6%105,081$4.69MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-330-0.3%104,147$4.65MQ1 2026May 18, 2026
Barnes Wealth Management Group, IncSell-246-2.6%9,304$415.14KQ1 2026May 18, 2026
Waverly Advisors, LlcBuy+926,753+3435.6%953,728$42.56MQ1 2026May 15, 2026
Guardian Point Capital, LpSell-700,000-53.8%600,000$26.77MQ1 2026May 15, 2026
Quadrature Capital LtdBuy+612,920+8327.7%620,280$27.68MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+253,889+375.0%321,585$14.35MQ1 2026May 15, 2026
Tudor Investment Corp Et AlSell-226,506-57.8%165,502$7.38MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+154,510+979.9%170,278$7.60MQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-81,996-66.9%40,579$1.67MQ1 2026May 15, 2026
Tidal Investments LlcBuy+62,901—62,901$2.81MQ1 2026May 15, 2026
Morgan StanleySell-61,523-2.7%2,258,207$100.76MQ1 2026May 15, 2026
Citadel Advisors LlcSell-60,961-26.4%170,175$7.59MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+53,121+39.9%186,158$8.30MQ1 2026May 15, 2026
Bison Wealth, LlcBuy+47,502+60.6%125,915$5.62MQ1 2026May 15, 2026
Avos Capital Management, LlcSell-42,168-22.4%146,362$6.53MQ1 2026May 15, 2026
London & Capital Asset Management LtdSell-41,887-6.8%574,688$25.64MQ1 2026May 15, 2026
Mountain Lake Investment Management LlcSell-37,803-10.4%324,918$14.50MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+35,261+5.6%663,505$29.61MQ1 2026May 15, 2026
Inspire Advisors, LlcBuy+29,818+11.0%300,479$13.41MQ1 2026May 15, 2026
Wealth Watch Advisors, IncBuy+23,936+24.1%123,129$5.49MQ1 2026May 15, 2026
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Frequently asked questions about SGOL activity

  • Which institutional owners are buying SGOL?

    Institutional owners buying SGOL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SGOL activity?

    "Buy" means an investor increased their reported position in SGOL compared to the prior reporting period. This reflects growing exposure to ABRDN PHYSICAL GOLD SHARES (SGOL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SGOL increasing?

    Institutional interest in SGOL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.