Institutional Ownership Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL). We have compiled data on the 428 institutions that hold shares in the stock, with a total of 60.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,900
shares
|
$622,025
0.05% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,742
shares
|
$616,534
0.0% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,572
shares
|
$610,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,372
shares
|
$603,677
0.0% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
16,900
shares
|
$587,275
0.38% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
16,728
shares
|
$581,298
0.02% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,527
shares
|
$574,313
0.2% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
16,175
shares
|
$562,081
0.04% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
16,171
shares
|
$561,942
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,027
shares
|
$556,938
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
15,397
shares
|
$535,045
0.13% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
15,302
shares
|
$531,744
0.07% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
15,212
shares
|
$528,617
0.04% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
15,000
shares
|
$521,250
0.01% of portfolio
|
Q4 2024
Added 43.79%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
15,000
shares
|
$521,250
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
15,000
shares
|
$521,250
0.05% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
14,888
shares
|
$517,358
0.21% of portfolio
|
Q3 2023
Reduced 10.06%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
14,736
shares
|
$512,076
0.08% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,700
shares
|
$510,825
0.02% of portfolio
|
Q2 2022
Added 10.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
14,600
shares
|
$507,350
0.05% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
14,570
shares
|
$506,307
0.04% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
14,338
shares
|
$498,245
0.1% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
14,124
shares
|
$490,809
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
14,000
shares
|
$486,500
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
14,000
shares
|
$486,500
0.0% of portfolio
|
Q1 2024
New holding
|