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 $2.35B 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 $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 $324.73M, representing an estimated gain of +9.00% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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

461

Total Reported Value

$2.35B

Largest Holder

Metis Global Partners, Llc

Largest Position

$297.92M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

34

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Metis Global Partners, Llc6.76%7,792,850$297,920,656$324,728,060+$26,807,404+9.00%
Jpmorgan Chase & Co0.02%6,958,333$266,086,661$289,953,736+$23,867,075+8.97%
Bank Of America Corp0.01%3,380,464$129,235,134$140,863,935+$11,628,801+9.00%
Wells Fargo & Company/Mn0.02%2,852,930$109,067,513$118,881,593+$9,814,080+9.00%
Morgan Stanley0.00%2,317,629$88,603,022$96,575,600+$7,972,578+9.00%
Lpl Financial Llc0.02%1,899,023$72,599,646$79,132,288+$6,532,642+9.00%
Ubs Group Ag0.01%1,733,447$66,269,679$72,232,736+$5,963,057+9.00%
Hightower Advisors, Llc0.06%1,566,338$59,881,112$65,269,304+$5,388,192+9.00%
Almanack Investment Partners, Llc.5.12%1,050,514$40,161,140$43,774,918+$3,613,778+9.00%
Waverly Advisors, Llc0.21%966,282$36,940,977$40,264,971+$3,323,994+9.00%
Ethos Financial Group, Llc2.39%928,068$35,738,242$38,672,594+$2,934,352+8.21%
Newedge Advisors, Llc0.08%695,666$26,595,290$28,988,402+$2,393,112+9.00%
Mirae Asset Global Investments Co., Ltd.0.05%669,550$25,596,897$27,900,149+$2,303,252+9.00%
Jain Global Llc0.29%644,220$24,628,531$26,844,647+$2,216,116+9.00%
Baird Financial Group, Inc.0.03%633,001$24,199,628$26,377,152+$2,177,524+9.00%
Kestra Advisory Services, Llc0.08%615,522$23,531,390$25,648,802+$2,117,412+9.00%
Envestnet Asset Management Inc0.01%611,292$23,369,705$25,472,538+$2,102,833+9.00%
London & Capital Asset Management Ltd0.21%604,978$23,125,284$25,209,433+$2,084,149+9.01%
Royal Bank Of Canada0.00%597,450$22,840,000$24,895,742+$2,055,742+9.00%
Cetera Investment Advisers0.02%554,175$21,186,113$23,092,472+$1,906,359+9.00%
Mai Capital Management0.08%552,145$21,108,504$23,007,882+$1,899,378+9.00%
Global View Capital Management Llc4.14%524,023$20,033,399$21,836,038+$1,802,639+9.00%
Cwm, Llc0.05%445,703$19,887,258$18,572,444-$1,314,814-6.61%
Bfsg, Llc1.70%501,622$19,176,990$20,902,589+$1,725,599+9.00%
Towneley Capital Management, Inc / De3.74%498,155$19,044,465$20,758,119+$1,713,654+9.00%
Encompass More Asset Management2.78%495,540$18,944,494$20,649,152+$1,704,658+9.00%
Raymond James Financial Inc0.01%483,018$18,465,778$20,127,360+$1,661,582+9.00%
Mml Investors Services, Llc0.04%463,007$17,700,748$19,293,502+$1,592,754+9.00%
Ameliora Wealth Management Ltd.5.23%460,484$17,604,303$19,188,368+$1,584,065+9.00%
Wt Wealth Management4.35%411,067$15,715,094$17,129,162+$1,414,068+9.00%
Stonebridge Financial Group, Llc1.17%403,471$15,424,696$16,812,637+$1,387,941+9.00%
Blue Trust, Inc.0.16%391,720$14,975,459$16,322,972+$1,347,513+9.00%
Merit Financial Group, Llc0.09%368,968$14,105,647$15,374,897+$1,269,250+9.00%
Mrwm Advisors, Llc5.30%337,082$12,886,645$14,046,207+$1,159,562+9.00%
Choate Investment Advisors0.22%333,575$12,752,572$13,900,070+$1,147,498+9.00%
Norris Financial Group, Llc4.97%326,883$12,496,737$13,621,215+$1,124,478+9.00%
Mountain Lake Investment Management Llc7.72%324,355$12,400,092$13,515,873+$1,115,781+9.00%
Newman Dignan & Sheerar, Inc.2.35%321,721$12,299,405$13,406,114+$1,106,709+9.00%
180 Wealth Advisors, Llc1.20%312,216$11,936,001$13,010,041+$1,074,040+9.00%
Aqr Capital Management Llc0.00%311,808$11,920,420$12,993,039+$1,072,619+9.00%
Savvy Advisors, Inc.0.25%305,941$11,696,124$12,748,561+$1,052,437+9.00%
Osaic Holdings, Inc.0.01%303,907$11,618,199$12,663,805+$1,045,606+9.00%
Guardian Point Capital, Lp3.53%300,000$11,469,000$12,501,000+$1,032,000+9.00%
E Fund Management Co., Ltd.0.26%299,341$11,443,806$12,473,539+$1,029,733+9.00%
Focus Financial Network, Inc.0.34%283,322$10,831,400$11,806,028+$974,628+9.00%
China Universal Asset Management Co., Ltd.0.63%276,500$10,570,595$11,521,755+$951,160+9.00%
Timber Creek Capital Management Llc2.09%268,201$10,253,324$11,175,936+$922,612+9.00%
Fulcrum Wealth Advisors, Llc7.83%267,965$10,244,302$11,166,102+$921,800+9.00%
Us Bancorp \De\0.01%266,931$10,204,772$11,123,015+$918,243+9.00%
Mariner, Llc0.01%260,026$9,940,797$10,835,283+$894,486+9.00%

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.