ETFS GOLD TR (SGOL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
20
Reporting holders
$56.9M
Reported value
0.0%
Calls
0.0%
Puts
-447
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Towneley Capital Management, Inc / DE | $19.6M | 494,788 | 3.88% | 12q | -0.7%-$133.2K |
| Stonebridge Financial Group, LLC | $17.0M | 430,410 | 1.26% | 8q | +6.7%+$1.1M |
| Go Invest LLC | $5.4M | 135,974 | 1.14% | 4q | +17.3%+$794.8K |
| Cooper Financial Group | $2.4M | 59,757 | 0.19% | 3q | +74.1%+$1.0M |
| Worth Asset Management, LLC | $2.2M | 55,034 | 0.63% | 12q | +128.0%+$1.2M |
| Legacy Wealth Asset Management, LLC | $1.9M | 48,573 | 0.42% | 24q | -9.5%-$200.8K |
| BOS Asset Management, LLC | $1.7M | 41,982 | 0.39% | 16q | -25.0%-$552.9K |
| Investment Partners Asset Management, Inc. | $1.6M | 40,340 | 0.86% | 12q | +4.0%+$62.1K |
| Farther Finance Advisors, LLC | $1.3M | 33,306 | 0.01% | 15q | +31.7%+$317.4K |
| CoreCap Advisors, LLC | $991.1K | 25,054 | 0.03% | 10q | -17.2%-$206.0K |
| Financial Designs Corp | $600.1K | 15,170 | 0.31% | 11q | HELD |
| City Center Advisors, LLC | $546.0K | 13,803 | 0.42% | 11q | +13.8%+$66.3K |
| Grove Bank & Trust | $429.5K | 10,856 | 0.04% | 2q | HELD |
| Valeo Financial Advisors, LLC | $336.0K | 8,493 | 0.01% | 32q | +24.0%+$65.0K |
| Castleview Partners, LLC | $328.9K | 8,314 | 0.14% | new | NEW |
| Castle Rock Wealth Management, LLC | $306.2K | 7,716 | 0.06% | 15q | -0.7%-$2.0K |
| COLLECTIVE FAMILY OFFICE LLC | $245.8K | 6,213 | 0.05% | 7q | +0.6%+$1.6K |
| ARMSTRONG ADVISORY GROUP, INC | $53.4K | 1,350 | 0.00% | 16q | HELD |
| EASTERN BANK | $45.3K | 1,145 | 0.00% | 4q | HELD |
| Bullock Wealth Management Group | $6.9K | 174 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $56.9M | 1,438,452 | 1 | 9 | 5 | 0.0% |
| Q2 2026 | 467 | $2.5B | 64,928,506 | 38 | 121 | 135 | 1.2% |
| Q1 2026 | 485 | $3.0B | 67,977,025 | 56 | 118 | 171 | 0.8% |
| Q4 2025 | 468 | $2.6B | 62,406,376 | 60 | 124 | 139 | 1.0% |
| Q3 2025 | 407 | $2.4B | 64,681,117 | 43 | 130 | 109 | 0.5% |
| Q2 2025 | 394 | $2.0B | 60,818,197 | 35 | 106 | 139 | 2.5% |
| Q1 2025 | 390 | $1.8B | 59,508,043 | 56 | 119 | 106 | 2.2% |
| Q4 2024 | 358 | $1.3B | 52,850,250 | 36 | 94 | 94 | 0.2% |
| Q3 2024 | 329 | $1.3B | 51,506,465 | 31 | 94 | 84 | 0.2% |
| Q2 2024 | 306 | $972.5M | 43,627,818 | 32 | 67 | 93 | 0.2% |
| Q1 2024 | 285 | $1.0B | 46,682,324 | 22 | 61 | 97 | 0.3% |
| Q4 2023 | 294 | $903.6M | 45,694,556 | 34 | 64 | 87 | 0.4% |
| Q3 2023 | 261 | $806.4M | 45,172,783 | 25 | 61 | 85 | 0.6% |
| Q2 2023 | 256 | $823.2M | 44,090,807 | 24 | 86 | 61 | 0.2% |
| Q1 2023 | 242 | $711.7M | 36,566,175 | 29 | 71 | 53 | 0.1% |
| Q4 2022 | 245 | $1.5B | 85,345,236 | 32 | 55 | 69 | 0.1% |
| Q3 2022 | 222 | $600.4M | 35,754,051 | 17 | 54 | 70 | 0.1% |
| Q2 2022 | 231 | $711.9M | 39,494,208 | 21 | 75 | 58 | 0.1% |
| Q1 2022 | 237 | $790.0M | 39,788,111 | 30 | 71 | 66 | 0.2% |
| Q4 2021 | 238 | $608.6M | 34,562,906 | 27 | 65 | 61 | 0.1% |
| Q3 2021 | 208 | $580.3M | 34,096,139 | 15 | 62 | 60 | 0.3% |
| Q2 2021 | 213 | $641.3M | 37,556,659 | 16 | 60 | 61 | 0.3% |
| Q1 2021 | 218 | $586.3M | 35,606,217 | 27 | 65 | 71 | 0.3% |
| Q4 2020 | 221 | $795.6M | 43,363,168 | 26 | 74 | 49 | 0.5% |
| Q3 2020 | 203 | $864.1M | 47,311,431 | 24 | 70 | 56 | 0.7% |
| Q2 2020 | 195 | $749.8M | 43,676,532 | 61 | 65 | 23 | 0.1% |
| Q1 2020 | 144 | $369.1M | 24,429,825 | 28 | 41 | 28 | 0.2% |
| Q4 2019 | 135 | $280.3M | 18,522,234 | 27 | 90 | 3 | 2.8% |
| Q3 2019 | 103 | $223.0M | 1,791,943 | 19 | 25 | 23 | 6.7% |
| Q2 2019 | 90 | $210.6M | 1,631,713 | 15 | 28 | 19 | 7.1% |
| Q1 2019 | 93 | $201.6M | 1,762,211 | 9 | 21 | 31 | 5.7% |
| Q4 2018 | 84 | $223.7M | 1,519,841 | 8 | 0 | 0 | 16.0% |