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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$109,200
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,676
shares
|
$100,354
0.01% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
3,420
shares
|
$93,366
0.0% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
3,388
shares
|
$92,492
0.02% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,335
shares
|
$91,045
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,225
shares
|
$88,042
0.01% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,224
shares
|
$88,015
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,165
shares
|
$86,404
0.03% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,163
shares
|
$86,349
0.03% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,027
shares
|
$82,637
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,835
shares
|
$77,395
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
2,750
shares
|
$75,075
0.01% of portfolio
|
Q2 2024
Reduced 89.25%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,674
shares
|
$73,000
0.06% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,429
shares
|
$66,311
0.04% of portfolio
|
Q4 2024
Added 99.1%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,100
shares
|
$57,330
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,849
shares
|
$50,477
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$40,950
0.0% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$40,950
0.0% of portfolio
|
Q4 2020
Reduced 95.33%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,456
shares
|
$39,748
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,371
shares
|
$37,428
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,355
shares
|
$36,991
0.0% of portfolio
|
Q4 2024
Reduced 43.57%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,350
shares
|
$36,855
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$32,760
0.01% of portfolio
|
Q1 2024
Added 77.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,176
shares
|
$32,104
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,160
shares
|
$31,668
0.0% of portfolio
|
Q2 2024
New holding
|