Who owns SGOL (SGOL)
Which tracked institutional funds hold SGOL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGOL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
118 tracked funds added or opened SGOL while 65 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SGOL’s largest tracked holder by dollar value, Metis Global Partners, LLC, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 6.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SGOL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 480 tracked filers holding SGOL, 189 increased or opened the position and 229 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SGOL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- E Fund Management Co., Ltd.$14M
- Stonehage Fleming Financial Services Holdings Ltd$7M
- LaSalle St. Investment Advisors, LLC$6M
- SEEDS INVESTOR LLC$4M
- Atlatl Advisers LLC$4M
- Eurizon Asset Management Hungary Ltd.$4M
Full exits 22
- PURE PORTFOLIOS HOLDINGS LLC$42M
- NewEdge Advisors, LLC$9M
- Capital Advisory Group Advisory Services, LLC$6M
- Virtu Financial LLC$4M
- True North Advisors, LLC$3M
- Jump Financial, LLC$3M
Largest adds
- JPMORGAN CHASE & CO$94M
- Waverly Advisors, LLC$41M
- Metis Global Partners, LLC$41M
- Quadrature Capital Ltd$27M
- Global View Capital Management LLC$26M
- LPL Financial LLC$17M
Largest trims
- GUARDIAN POINT CAPITAL, LP$27M
- ENVESTNET ASSET MANAGEMENT INC$10M
- JANE STREET GROUP, LLC$9M
- TUDOR INVESTMENT CORP ET AL$9M
- COMMONWEALTH EQUITY SERVICES, LLC$8M
- HighTower Advisors, LLC$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Metis Global Partners, LLC added | 6,590,713 | $294M | 11.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 6,353,639 | $273M | 10.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,414,960 | $152M | 5.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,087,356 | $138M | 5.2% | 2026-Q1 |
| LPL Financial LLC added | 2,272,206 | $101M | 3.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,258,207 | $101M | 3.8% | 2026-Q1 |
| UBS Group AG trimmed | 1,679,792 | $75M | 2.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,534,681 | $68M | 2.6% | 2026-Q1 |
| Ethos Financial Group, LLC added | 1,024,396 | $46M | 1.7% | 2026-Q1 |
| Almanack Investment Partners, LLC. trimmed | 997,108 | $44M | 1.7% | 2026-Q1 |
| Waverly Advisors, LLC added | 953,728 | $43M | 1.6% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 754,550 | $34M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 708,698 | $32M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 692,666 | $31M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 663,505 | $30M | 1.1% | 2026-Q1 |
| Global View Capital Management LLC added | 659,552 | $29M | 1.1% | 2026-Q1 |
| Jain Global LLC | 644,220 | $29M | 1.1% | 2026-Q1 |
| Quadrature Capital Ltd added | 620,280 | $28M | 1.1% | 2026-Q1 |
| GUARDIAN POINT CAPITAL, LP trimmed | 600,000 | $27M | 1.0% | 2026-Q1 |
| Baird Financial Group, Inc. added | 582,230 | $26M | 1.0% | 2026-Q1 |
| London & Capital Asset Management Ltd trimmed | 574,688 | $26M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 556,675 | $25M | 0.9% | 2026-Q1 |
| MAI Capital Management trimmed | 541,739 | $24M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 525,172 | $23M | 0.9% | 2026-Q1 |
| Encompass More Asset Management added | 506,872 | $23M | 0.9% | 2026-Q1 |
| BFSG, LLC added | 499,442 | $22M | 0.8% | 2026-Q1 |
| Towneley Capital Management, Inc / DE trimmed | 497,813 | $22M | 0.8% | 2026-Q1 |
| Ameliora Wealth Management Ltd. trimmed | 471,014 | $21M | 0.8% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 463,198 | $21M | 0.8% | 2026-Q1 |
| CWM, LLC added | 445,703 | $20M | 0.8% | 2026-Q1 |
| WT Wealth Management trimmed | 426,633 | $19M | 0.7% | 2026-Q1 |
| ADVISORS MANAGEMENT GROUP INC /ADV trimmed | 408,264 | $18M | 0.7% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 398,850 | $18M | 0.7% | 2026-Q1 |
| Stonebridge Financial Group, LLC trimmed | 390,730 | $17M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 371,511 | $17M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 361,645 | $16M | 0.6% | 2026-Q1 |
| Focus Financial Network, Inc. added | 358,416 | $16M | 0.6% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 348,804 | $16M | 0.6% | 2026-Q1 |
| Choate Investment Advisors trimmed | 337,644 | $15M | 0.6% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. trimmed | 330,772 | $15M | 0.6% | 2026-Q1 |
| MRWM Advisors, LLC trimmed | 328,297 | $15M | 0.6% | 2026-Q1 |
| Mountain Lake Investment Management LLC trimmed | 324,918 | $14M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 321,585 | $14M | 0.5% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 316,420 | $14M | 0.5% | 2026-Q1 |
| E Fund Management Co., Ltd. trimmed | 306,890 | $14M | 0.5% | 2026-Q1 |
| Norris Financial Group, LLC trimmed | 306,385 | $14M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 304,581 | $14M | 0.5% | 2026-Q1 |
| FULCRUM WEALTH ADVISORS, LLC added | 300,863 | $13M | 0.5% | 2026-Q1 |
| Inspire Advisors, LLC added | 300,479 | $13M | 0.5% | 2026-Q1 |
| Harvest Fund Management Co., Ltd added | 299,180 | $13M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 296,024 | $13M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 282,649 | $13M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 281,946 | $13M | 0.5% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. added | 276,500 | $12M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 266,931 | $12M | 0.5% | 2026-Q1 |
| Timber Creek Capital Management LLC added | 262,701 | $12M | 0.4% | 2026-Q1 |
| Capital Management Associates, Inc trimmed | 262,533 | $12M | 0.4% | 2026-Q1 |
| Cypress Capital, LLC trimmed | 260,344 | $12M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 258,871 | $12M | 0.4% | 2026-Q1 |
| Kensington Asset Management, LLC | 278,002 | $12M | 0.4% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 251,057 | $11M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 251,613 | $11M | 0.4% | 2026-Q1 |
| Avestar Capital, LLC added | 237,175 | $11M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 226,095 | $10M | 0.4% | 2026-Q1 |
| Empirical Asset Management, LLC added | 211,594 | $9M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 200,999 | $9M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 202,747 | $9M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 186,158 | $8M | 0.3% | 2026-Q1 |
| Evelyn Partners Asset Management Ltd trimmed | 181,793 | $8M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 170,278 | $8M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 170,175 | $8M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 165,502 | $7M | 0.3% | 2026-Q1 |
| CHOREO, LLC added | 154,476 | $7M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 153,285 | $7M | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 151,084 | $7M | 0.3% | 2026-Q1 |
| Stonehage Fleming Financial Services Holdings Ltd new | 148,573 | $7M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 147,800 | $7M | 0.3% | 2026-Q1 |
| BCM ADVISORS, LLC trimmed | 152,095 | $7M | 0.2% | 2026-Q1 |
| Avos Capital Management, LLC trimmed | 146,362 | $7M | 0.2% | 2026-Q1 |
| Ervin Investment Management, LLC added | 144,420 | $6M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 139,999 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 136,805 | $6M | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC new | 132,289 | $6M | 0.2% | 2026-Q1 |
| Terra Nova Asset Management LLC trimmed | 130,834 | $6M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 130,716 | $6M | 0.2% | 2026-Q1 |
| Luminist Capital LLC trimmed | 127,449 | $6M | 0.2% | 2026-Q1 |
| Bison Wealth, LLC added | 125,915 | $6M | 0.2% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 123,129 | $5M | 0.2% | 2026-Q1 |
| Clear Retirement Advice LLC added | 121,677 | $5M | 0.2% | 2026-Q1 |
| Proficio Capital Partners LLC | 120,423 | $5M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC | 115,136 | $5M | 0.2% | 2026-Q1 |
| PURE PORTFOLIOS HOLDINGS LLC trimmed | 1,013,425 | $42M | 1.6% | 2025-Q4 stale |
| Pureheart Capital Pte Ltd. added | 1,217,000 | $38M | 1.5% | 2025-Q2 stale |
| Waverton Investment Management Ltd added | 645,630 | $24M | 0.9% | 2025-Q3 stale |
| Freedom Investment Management, Inc. trimmed | 406,217 | $13M | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 231,133 | $9M | 0.4% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC new | 292,900 | $9M | 0.4% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 273,481 | $8M | 0.3% | 2025-Q1 stale |
| Capital Advisory Group Advisory Services, LLC added | 142,555 | $6M | 0.2% | 2025-Q4 stale |
| Empowered Funds, LLC added | 188,241 | $6M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.