Who Owns SGOL
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SGOL.
Who crossed 5% of SGOL →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Towneley Capital Management, Inc / DEPHYSCL GOLD SHS494.8K shtrimmed | $19.6M |
| Go Invest LLCETF136K shadded | $5.4M |
| Cooper Financial GroupPHYSCL GOLD SHS59.8K shadded | $2.4M |
| Worth Asset Management, LLCETF55K shadded | $2.2M |
| Legacy Wealth Asset Management, LLCPHYSCL GOLD SHS48.6K shtrimmed | $1.9M |
| BOS Asset Management, LLCPHYSCL GOLD SHS42K shtrimmed | $1.7M |
| Investment Partners Asset Management, Inc.PHYSCL GOLD SHS40.3K shadded | $1.6M |
| Farther Finance Advisors, LLCETF33.3K shadded | $1.3M |
| CoreCap Advisors, LLCETF25.1K shtrimmed | $991.1K |
| Financial Designs CorpPHYSCL GOLD SHS15.2K shadded | $600.1K |
| City Center Advisors, LLCPHYSCL GOLD SHS13.8K shadded | $546K |
| Grove Bank & TrustPHYSCL GOLD SHS10.9K shheld | $429.5K |
| Valeo Financial Advisors, LLCETF8.5K shadded | $336K |
| Castleview Partners, LLCPHYSCL GOLD SHS8.3K shtrimmed | $328.9K |
| Castle Rock Wealth Management, LLCPHYSCL GOLD SHS7.7K shtrimmed | $306.2K |
| COLLECTIVE FAMILY OFFICE LLCPHYSCL GOLD SHS6.2K shadded | $245.8K |
| ARMSTRONG ADVISORY GROUP, INCPHYSCL GOLD SHS1.4K shheld | $53.4K |
| EASTERN BANKPHYSCL GOLD SHS1.1K shheld | $45.3K |
| Bullock Wealth Management GroupETF174 shheld | $6.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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