# ETFS GOLD TR (SGOL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SGOL/

- Reporting holders: 20
- Reported value: $56.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $19.6M | 494,788 | 3.9% | 12 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $17.0M | 430,410 | 1.3% | 8 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $5.4M | 135,974 | 1.1% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.4M | 59,757 | 0.2% | 3 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.2M | 55,034 | 0.6% | 12 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.9M | 48,573 | 0.4% | 24 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.7M | 41,982 | 0.4% | 16 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $1.6M | 40,340 | 0.9% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.3M | 33,306 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $991.1K | 25,054 | 0.0% | 10 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $600.1K | 15,170 | 0.3% | 11 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $546.0K | 13,803 | 0.4% | 11 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $429.5K | 10,856 | 0.0% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $336.0K | 8,493 | 0.0% | 32 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $328.9K | 8,314 | 0.1% | 1 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $306.2K | 7,716 | 0.1% | 15 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $245.8K | 6,213 | 0.1% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $53.4K | 1,350 | 0.0% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $45.3K | 1,145 | 0.0% | 4 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $6.9K | 174 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $56.9M |
| Q2 2026 | 467 | $2.5B |
| Q1 2026 | 485 | $3.0B |
| Q4 2025 | 468 | $2.6B |
| Q3 2025 | 407 | $2.4B |
| Q2 2025 | 394 | $2.0B |
| Q1 2025 | 390 | $1.8B |
| Q4 2024 | 358 | $1.3B |
| Q3 2024 | 329 | $1.3B |
| Q2 2024 | 306 | $972.5M |
| Q1 2024 | 285 | $1.0B |
| Q4 2023 | 294 | $903.6M |