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 363 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
11,775
shares
|
$321,457
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,595
shares
|
$316,543
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,348
shares
|
$309,800
0.0% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
11,253
shares
|
$307,206
0.09% of portfolio
|
Q4 2023
Reduced 13.66%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
11,042
shares
|
$301,446
0.16% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,000
shares
|
$300,300
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lb Partners LLC
Charlottesville, VA |
Jan 24, 2025 Q4 2024 |
11,000
shares
|
$300,300
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
10,879
shares
|
$296,996
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,805
shares
|
$294,976
0.13% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
10,687
shares
|
$291,755
0.02% of portfolio
|
Q4 2024
Reduced 18.29%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,575
shares
|
$288,697
0.35% of portfolio
|
Q4 2022
Reduced 68.0%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,551
shares
|
$288,042
0.0% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,512
shares
|
$286,977
0.0% of portfolio
|
Q1 2024
Reduced 38.86%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
10,443
shares
|
$285,093
0.05% of portfolio
|
Q3 2023
Reduced 3.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,407
shares
|
$284,111
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,270
shares
|
$280,371
0.03% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,239
shares
|
$279,524
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
10,039
shares
|
$274,064
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$273,000
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
10,000
shares
|
$273,000
0.02% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9,966
shares
|
$272,071
0.01% of portfolio
|
Q4 2024
Reduced 66.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
9,668
shares
|
$263,936
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
9,649
shares
|
$263,417
0.06% of portfolio
|
Q3 2024
Added 152.59%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
9,627
shares
|
$262,817
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,500
shares
|
$259,350
0.03% of portfolio
|
Q2 2024
New holding
|