abrdn Gold ETF Trust
SGOL- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001450923
No open-market purchases or sales by abrdn Gold ETF Trust insiders were filed in the last 90 days; 466 institutions reported holding it in 13F filings for Q2 2026, worth $2.43B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in abrdn Gold ETF Trust as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 292
- +37 vs. Q3 2023
- Shares held
- 43.3M
- −1.45M (−3.2%) vs. Q3 2023
- Total value
- $853.0M
- +$58.3M (+7.3%) vs. Q3 2023
- New holders
- 53
- 65 more added
- Sold out
- 16
- 97 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SGOL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 466 | $2.43B |
| Q1 2026 | 491 | $2.86B |
| Q4 2025 | 468 | $2.56B |
| Q3 2025 | 408 | $2.23B |
| Q2 2025 | 391 | $1.89B |
| Q1 2025 | 387 | $1.77B |
| Q4 2024 | 358 | $1.32B |
| Q3 2024 | 325 | $1.27B |
| Q2 2024 | 305 | $963.8M |
| Q1 2024 | 284 | $878.8M |
| Q4 2023 | 292 | $853.0M |
| Q3 2023 | 261 | $801.6M |
| Q2 2023 | 258 | $807.8M |
| Q1 2023 | 240 | $682.1M |
| Q4 2022 | 242 | $705.0M |
| Q3 2022 | 219 | $563.9M |
| Q2 2022 | 229 | $666.1M |
| Q1 2022 | 236 | $723.5M |
| Q4 2021 | 236 | $602.2M |
| Q3 2021 | 208 | $578.6M |
| Q2 2021 | 216 | $629.8M |
| Q1 2021 | 218 | $584.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding abrdn Gold ETF Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 17,400 | $343.5K | 0.01% | −354−2.0% | Reduced |
| PFG Investments, LLC | 17,902 | $353.4K | 0.07% | −3,617−16.8% | Reduced |
| Wolverine Trading, LLC | 17,910 | $353.5K | 0.00% | +2,776+18.3% | Added |
| Family Capital Trust Co | 18,250 | $360.1K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,344 | $362.0K | 0.02% | +133+0.7% | Added |
| Nadler Financial Group, Inc. | 18,680 | $368.7K | 0.05% | −65−0.3% | Reduced |
| Transform Wealth, LLC | 18,840 | $371.9K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 19,021 | $375.5K | 0.06% | +19,021 | New |
| Acorn Wealth Advisors, LLC | 19,071 | $376.5K | 0.22% | +1,476+8.4% | Added |
| Barclays PLC | 19,830 | $391.4K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,211 | $399.0K | 0.03% | +20,211 | New |
| WCG Wealth Advisors LLC | 20,208 | $399.0K | 0.03% | +20,208 | New |
| Paragon Private Wealth Management, LLC | 20,293 | $400.6K | 0.28% | +5,929+41.3% | Added |
| Oxbow Advisors, LLC | 21,300 | $420.5K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 21,768 | $429.7K | 0.11% | −4,831−18.2% | Reduced |
| Avidian Wealth Solutions, LLC | 21,950 | $433.3K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 22,130 | $436.8K | 0.02% | +22,130 | New |
| TD Waterhouse Canada Inc. | 22,900 | $447.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,735 | $448.8K | 0.00% | +3,408+17.6% | Added |
| Madden Advisory Services, Inc. | 22,756 | $449.2K | 0.25% | +930+4.3% | Added |
| GM Advisory Group, Inc. | 23,066 | $455.3K | 0.03% | −2,100−8.3% | Reduced |
| Koshinski Asset Management, Inc. | 23,340 | $460.7K | 0.07% | +9,899+73.6% | Added |
| Savvy Advisors, Inc. | 23,712 | $468.1K | 0.45% | +23,712 | New |
| EPG Wealth Management LLC | 25,208 | $480.0K | 0.13% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 24,522 | $484.1K | 0.03% | −1,746−6.6% | Reduced |
| Chicago Capital, LLC | 24,740 | $488.4K | 0.02% | 00.0% | Unchanged |
| Betterment LLC | 24,756 | $489.0K | 0.00% | −1,736−6.6% | Reduced |
| Balentine LLC | 24,860 | $490.7K | 0.02% | +1,105+4.7% | Added |
| Credit Suisse AG | 24,935 | $492.2K | 0.00% | −5,883−19.1% | Reduced |
| Seven Post Investment Office LP | 24,965 | $492.8K | 0.13% | −5,048−16.8% | Reduced |
| First Ascent Asset Management, LLC | 25,136 | $496.2K | 0.06% | −2,091−7.7% | Reduced |
| Financial Insights, Inc. | 25,179 | $497.0K | 0.16% | −377−1.5% | Reduced |
| Trust Co of Toledo NA | 25,465 | $502.7K | 0.09% | 00.0% | Unchanged |
| Security National Bank | 25,578 | $504.9K | 0.11% | +25,578 | New |
| Resurgent Financial Advisors LLC | 25,599 | $505.3K | 0.31% | +619+2.5% | Added |
| Mariner, LLC | 25,903 | $511.3K | 0.00% | +10,675+70.1% | Added |
| Grey Street Capital, LLC | 26,300 | $519.2K | 0.25% | +26,300 | New |
| Kestra Private Wealth Services, LLC | 26,518 | $523.5K | 0.01% | +26,518 | New |
| Mayfair Advisory Group, LLC | 27,500 | $541.2K | 0.46% | +27,500 | New |
| Simplex Trading, LLC | 27,536 | $543.0K | 0.02% | +24,217+729.6% | Added |
| Safeguard Investment Advisory Group, LLC | 27,722 | $547.2K | 0.21% | −3,587−11.5% | Reduced |
| Foundations Investment Advisors, LLC | 28,305 | $556.2K | 0.01% | +16,973+149.8% | Added |
| Northeast Financial Group, Inc. | 29,220 | $576.8K | 0.28% | +3,796+14.9% | Added |
| Ingalls & Snyder LLC | 29,340 | $579.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 29,395 | $580.3K | 0.01% | +29,395 | New |
| Tradition Wealth Management, LLC | 30,859 | $609.0K | 0.06% | −138,773−81.8% | Reduced |
| Scotia Capital Inc. | 31,160 | $615.1K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 31,878 | $615.6K | 0.00% | +128+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 31,637 | $624.5K | 0.28% | +1,225+4.0% | Added |
| Wetherby Asset Management Inc | 31,690 | $625.6K | 0.03% | +14,355+82.8% | Added |
| Stratos Wealth Partners, LTD. | 31,811 | $627.9K | 0.01% | +1,405+4.6% | Added |
| Cerity Partners LLC | 32,064 | $632.9K | 0.00% | +32,064 | New |
| Belpointe Asset Management LLC | 32,165 | $634.9K | 0.06% | +11,185+53.3% | Added |
| Whittier Trust Co | 34,300 | $676.7K | 0.01% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 34,792 | $686.8K | 0.39% | −2,907−7.7% | Reduced |
| Samalin Investment Counsel, LLC | 36,475 | $720.0K | 0.36% | +36,475 | New |
| Pathstone Holdings, LLC | 36,860 | $727.6K | 0.00% | +36,860 | New |
| Harbour Investment Management LLC | 37,000 | $730.4K | 0.38% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 38,587 | $733.9K | 0.65% | +38,587 | New |
| HB Wealth Management, LLC | 37,590 | $742.0K | 0.01% | −1,120−2.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 38,219 | $754.4K | 0.00% | +7,224+23.3% | Added |
| Perigon Wealth Management, LLC | 38,243 | $754.9K | 0.02% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 40,225 | $794.0K | 0.28% | −5,000−11.1% | Reduced |
| Hilltop Holdings Inc. | 40,302 | $795.6K | 0.09% | +3,032+8.1% | Added |
| Commerce Bank | 40,959 | $808.5K | 0.01% | +40,959 | New |
| White Lighthouse Investment Management Inc. | 41,337 | $816.0K | 0.18% | −2,243−5.1% | Reduced |
| MML Investors Services, LLC | 41,363 | $817.0K | 0.00% | −11,596−21.9% | Reduced |
| Fielder Capital Group LLC | 41,828 | $825.7K | 0.50% | +41,828 | New |
| Investment Partners Asset Management, Inc. | 43,317 | $855.1K | 0.85% | +43,317 | New |
| Comerica Bank | 44,181 | $872.1K | 0.00% | +9,523+27.5% | Added |
| Northwestern Mutual Wealth Management Co | 45,524 | $898.6K | 0.00% | −5,791−11.3% | Reduced |
| Financial Advocates Investment Management | 47,392 | $935.5K | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 48,150 | $950.5K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 48,947 | $967.0K | 0.08% | +48,947 | New |
| Ameriprise Financial Inc | 49,306 | $973.3K | 0.00% | +1,760+3.7% | Added |
| Global Assets Advisory, LLC | 51,033 | $1.01M | 1.31% | +6,792+15.4% | Added |
| ETF Store, Inc. | 51,596 | $1.02M | 0.66% | −303−0.6% | Reduced |
| Terra Nova Asset Management LLC | 52,538 | $1.04M | 0.91% | −27−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 54,448 | $1.07M | 0.10% | −74,245−57.7% | Reduced |
| Cetera Advisors LLC | 54,592 | $1.08M | 0.01% | +7,791+16.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 55,176 | $1.09M | 0.00% | −4,859−8.1% | Reduced |
| JPMorgan Chase & Co | 57,143 | $1.13M | 0.00% | +595+1.1% | Added |
| IHT Wealth Management, LLC | 57,526 | $1.14M | 0.05% | +4,497+8.5% | Added |
| Castle Rock Wealth Management, LLC | 59,138 | $1.16M | 0.35% | −6,786−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 61,705 | $1.22M | 0.00% | −987−1.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 62,014 | $1.22M | 0.32% | +514+0.8% | Added |
| Beacon Pointe Advisors, LLC | 64,190 | $1.27M | 0.02% | −2,092−3.2% | Reduced |
| Janney Montgomery Scott LLC | 64,863 | $1.28M | 0.00% | +996+1.6% | Added |
| True North Advisors, LLC | 65,309 | $1.29M | 0.33% | +2,900+4.6% | Added |
| Marble Harbor Investment Counsel, LLC | 66,850 | $1.32M | 0.16% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 67,572 | $1.33M | 1.04% | +67,572 | New |
| Raymond James & Associates | 67,603 | $1.33M | 0.00% | +1,052+1.6% | Added |
| IFP Advisors, Inc | 67,903 | $1.34M | 0.06% | −53,677−44.1% | Reduced |
| Atomi Financial Group, Inc. | 68,230 | $1.35M | 0.19% | −1,869−2.7% | Reduced |
| Financial & Tax Architects, LLC | 68,285 | $1.35M | 0.40% | +68,285 | New |
| Ervin Investment Management, LLC | 68,380 | $1.35M | 1.03% | +2,095+3.2% | Added |
| Sheets Smith Wealth Management | 68,638 | $1.35M | 0.19% | 00.0% | Unchanged |
| Retirement Group, LLC | 69,391 | $1.37M | 0.55% | −12,661−15.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 72,665 | $1.43M | 0.47% | −8,452−10.4% | Reduced |
| Creative Planning | 75,761 | $1.50M | 0.00% | −5,980−7.3% | Reduced |