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 386 institutions that hold shares in the stock, with a total of 52.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
89,888
shares
|
$2.85 Million
0.16% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
84,877
shares
|
$2.69 Million
0.06% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
84,000
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2021
Added 44.83%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
83,428
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
83,083
shares
|
$2.63 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
82,739
shares
|
$2.62 Million
0.5% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
82,062
shares
|
$2.6 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
81,895
shares
|
$2.59 Million
0.1% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
81,789
shares
|
$2.59 Million
1.49% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
81,485
shares
|
$2.58 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
78,100
shares
|
$2.47 Million
1.94% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
76,370
shares
|
$2.42 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
72,423
shares
|
$2.29 Million
0.65% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
71,171
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
70,220
shares
|
$2.22 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
69,791
shares
|
$2.21 Million
0.55% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
67,018
shares
|
$2.12 Million
0.57% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
65,302
shares
|
$2.07 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
65,248
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
65,108
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
64,821
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 40.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
63,111
shares
|
$2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
62,389
shares
|
$1.98 Million
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
62,017
shares
|
$1.96 Million
0.44% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
61,388
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.53%
|