Skip to content

SGOL — Etfs Gold Tr Institutional Holders · Q3 2026

Who owns Etfs Gold Tr (SGOL)? 23 institutions reported holding $56.91M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Towneley Capital Management, Inc / DE ($19.6M), Stonebridge Financial Group, LLC ($17.0M), Go Invest LLC ($5.4M).

RankInstitutionValueSharesChange
1Towneley Capital Management, Inc / DE$19.6M494,788Trimmed
2Stonebridge Financial Group, LLC$17.0M430,410Added
3Go Invest LLC$5.4M135,974Added
4Cooper Financial Group$2.4M59,757Added
5Worth Asset Management, LLC$2.2M55,034Added
6Legacy Wealth Asset Management, LLC$1.9M48,573Trimmed
7BOS Asset Management, LLC$1.7M41,982Trimmed
8Investment Partners Asset Management, Inc.$1.6M40,340Added
9Farther Finance Advisors, LLC$1.3M33,306Added
10CoreCap Advisors, LLC$991,13625,054Trimmed
11Financial Designs Corp$600,12515,170Added
12City Center Advisors, LLC$546,04713,803Added
13Grove Bank & Trust$429,46310,856Hold
14Valeo Financial Advisors, LLC$335,9838,493Added
15Castleview Partners, LLC$328,9028,314New
16Castle Rock Wealth Management, LLC$306,1717,716Trimmed
17COLLECTIVE FAMILY OFFICE LLC$245,7866,213Added
18ARMSTRONG ADVISORY GROUP, INC$53,4061,350Hold
19EASTERN BANK$45,2961,145Hold
20Bullock Wealth Management Group$6,915174Hold
21Trust Co$00Exited
22Wedmont Private Capital$00Exited
23FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$00Exited

Source: SEC Form 13F filings · as of 2026-09-30