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 305 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $965 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Anson Capital, Inc.
|
May 07, 2024 Q1 2024 |
93,203
shares
|
$2.07 Million
2.92% of portfolio
|
Q1 2024
Added 21.06%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
92,200
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.85%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
91,584
shares
|
$2.03 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
91,455
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
86,729
shares
|
$1.93 Million
1.62% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 12, 2024 Q1 2024 |
85,050
shares
|
$1.89 Million
1.58% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
85,042
shares
|
$1.89 Million
0.07% of portfolio
|
Q1 2024
Reduced 70.28%
|
|
Pekin Hardy Strauss, Inc.
|
May 02, 2024 Q1 2024 |
84,902
shares
|
$1.89 Million
0.26% of portfolio
|
Q3 2023
Reduced 2.49%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
84,000
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2021
Added 44.83%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 18, 2024 Q1 2024 |
80,124
shares
|
$1.78 Million
0.81% of portfolio
|
Q1 2024
Added 0.44%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
79,425
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2024
Added 1.31%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
77,378
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
76,370
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
Client First Investment Management LLC
West Bend, WI |
Apr 19, 2024 Q1 2024 |
74,622
shares
|
$1.66 Million
1.26% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
74,211
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
70,928
shares
|
$1.58 Million
1.19% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
Ervin Investment Management, LLC
|
Apr 15, 2024 Q1 2024 |
70,575
shares
|
$1.57 Million
1.12% of portfolio
|
Q1 2024
Added 3.21%
|
|
Empowered Funds, LLC
|
May 07, 2024 Q1 2024 |
70,062
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2024
Reduced 48.29%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
69,791
shares
|
$1.55 Million
0.55% of portfolio
|
Q1 2024
Added 0.58%
|
|
Spider Rock Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
68,720
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
68,189
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2024
Added 64.86%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
67,903
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2023
Reduced 44.15%
|
|
Channing Global Advisors, LLC
|
May 15, 2024 Q1 2024 |
67,572
shares
|
$1.5 Million
1.39% of portfolio
|
Q4 2023
New holding
|
|
Sheets Smith Wealth Management
|
May 08, 2024 Q1 2024 |
66,058
shares
|
$1.47 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
64,139
shares
|
$1.43 Million
0.31% of portfolio
|
Q1 2024
Reduced 15.36%
|