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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
82,062
shares
|
$2.24 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
81,895
shares
|
$2.24 Million
0.1% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
81,789
shares
|
$2.23 Million
1.49% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
81,540
shares
|
$2.23 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
81,485
shares
|
$2.22 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
77,759
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
76,370
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
71,171
shares
|
$1.94 Million
0.04% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
71,123
shares
|
$1.94 Million
0.1% of portfolio
|
Q4 2024
Reduced 35.41%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
69,791
shares
|
$1.91 Million
0.55% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
65,302
shares
|
$1.78 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
64,821
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 40.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
63,111
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,012
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
62,389
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
62,343
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
62,155
shares
|
$1.7 Million
0.39% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
62,017
shares
|
$1.69 Million
0.35% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
61,591
shares
|
$1.68 Million
0.88% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
60,661
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,281
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,815
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
57,593
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
57,366
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
57,214
shares
|
$1.56 Million
1.05% of portfolio
|
Q3 2024
Reduced 7.81%
|