Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETFS GOLD TR (SGOL)

449 + Investors. Track Smart Money conviction in SGOL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
7Q ▲
Buyers last Q
58%

Smart Money Signals — SGOL

Based on 441 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SGOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
441 hedge funds hold SGOL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+108 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

212 buying155 selling
Last quarter: 212 funds bought or added vs 155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new SGOL position: 55 → 44 → 42 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
228 out of 441 hedge funds have held SGOL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

47 → 55 → 44 → 42 → 83 new funds/Q
New funds entering each quarter: 55 → 44 → 42 → 83. A growing number of institutions are discovering SGOL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Of 449 current holders: 246 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
17 of 441 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SGOL

How many hedge funds hold SGOL — quarterly history vs. share price
Quarterly hedge fund ownership of SGOL vs. share price

Market Analysis: SGOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGOL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 17 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: SGOL
2026 Q1 Stats Unlock in 10 days 449 + Investors

Track Smart Money conviction in SGOL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 449 385 16.62%
13F Shares 62M 59M 4.01%
Total Value $2.53B $2.18B 16.1%
New Positions 83 42 +41
Increased Positions 142 137 +5
Closed Positions 21 34 -13
Reduced Positions 146 122 +24
Total Calls 4 5 -20.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: SGOL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

449 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGOL. Verified SEC 13F-HR filings.

Top 25 institutional holders of SGOL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FULCRUM WEALTH ADVISORS, LLC 11.11% 300,863 $13.4M
2 MRWM Advisors, LLC 7.94% 328,297 $14.6M
3 Global View Capital Management LLC 7.81% 659,552 $29.4M
4 Luminist Capital LLC 7.56% 127,449 $5.7M
5 Almanack Investment Partners, LLC. 7.51% 997,108 $44.5M
6 Metis Global Partners, LLC 7.22% 6,590,713 $294.1M
7 Ameliora Wealth Management Ltd. 6.70% 471,014 $21.0M
8 WT Wealth Management 5.66% 426,633 $19.0M
9 Towneley Capital Management, Inc / DE 4.65% 497,813 $22.2M
10 Terra Nova Asset Management LLC 4.32% 130,834 $5.8M
11 Clear Retirement Advice LLC 4.26% 121,677 $5.4M
12 Eurizon Asset Management Hungary Ltd. 4.11% 85,750 $3.8M
13 Encompass More Asset Management 3.79% 506,872 $22.6M
14 Ervin Investment Management, LLC 3.77% 144,420 $6.4M
15 Ethos Financial Group, LLC 3.34% 1,024,396 $45.7M
16 ADVISORS MANAGEMENT GROUP INC /ADV 3.32% 408,264 $18K
17 Cypress Capital, LLC 3.30% 260,344 $11.6M
18 Atlatl Advisers LLC 3.17% 95,737 $4.3M
19 Newman Dignan & Sheerar, Inc. 3.11% 330,772 $14.8M
20 Timber Creek Capital Management LLC 2.84% 262,701 $11.7M
21 GARRISON BRADFORD & ASSOCIATES INC 2.72% 53,840 $2.4M
22 Capital Management Associates, Inc 2.65% 262,533 $11.7M
23 Kastel Capital Advisors, LLC 2.61% 103,347 $4.2M
24 BFSG, LLC 2.11% 499,442 $22.3M
25 A. D. Beadell Investment Counsel, Inc. 1.92% 67,275 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ETFS GOLD TR (SGOL)

What does the Smart Money Trend signal show for SGOL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SGOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SGOL?

Slight buying edge — 58% buying: Last quarter: 212 funds bought or added vs 155 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SGOL holders?

Strong quality — 33% AUM from major funds: 17 of 441 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SGOL?

52% of holders stayed for 2+ years: 228 out of 441 hedge funds have held SGOL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.