15 institutions reported holding $35.5M of ETFS GOLD TRUST ETF (SGOL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stonebridge Financial Group, LLC ($15.4M), 180 WEALTH ADVISORS, LLC ($11.9M), Mirabaud & Cie SA ($2.2M), Cooper Financial Group ($1.3M), CoreCap Advisors, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $15.4M | 403,471 | Added |
| 2 | 180 WEALTH ADVISORS, LLC | $11.9M | 312,216 | Trimmed |
| 3 | Mirabaud & Cie SA | $2.2M | 57,964 | Hold |
| 4 | Cooper Financial Group | $1.3M | 34,316 | Added |
| 5 | CoreCap Advisors, LLC | $1.2M | 30,262 | Added |
| 6 | Worth Asset Management, LLC | $922,682 | 24,135 | Trimmed |
| 7 | Bison Wealth, LLC | $629,127 | 15,867 | Trimmed |
| 8 | City Center Advisors, LLC | $463,653 | 12,128 | Added |
| 9 | Grove Bank & Trust | $415,025 | 10,856 | New |
| 10 | Castle Rock Wealth Management, LLC | $298,641 | 7,767 | Added |
| 11 | Valeo Financial Advisors, LLC | $261,877 | 6,850 | Hold |
| 12 | COLLECTIVE FAMILY OFFICE LLC | $235,994 | 6,173 | Trimmed |
| 13 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $178,191 | 4,661 | Hold |
| 14 | EASTERN BANK | $43,773 | 1,145 | Hold |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $19,115 | 500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30