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 |
---|---|---|---|---|---|
Comerica Bank
|
May 15, 2024 Q1 2024 |
41,327
shares
|
$918,285
0.0% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
White Lighthouse Investment Management Inc.
|
May 07, 2024 Q1 2024 |
40,933
shares
|
$909,531
0.18% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Xcel Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
40,225
shares
|
$893,799
0.27% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
Imc Chicago, LLC
|
Apr 12, 2024 Q1 2024 |
39,671
shares
|
$881,489
0.03% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investment Management LLC
Edmonds, WA |
May 08, 2024 Q1 2024 |
37,000
shares
|
$822,140
0.37% of portfolio
|
Q1 2023
Reduced 7.5%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
36,860
shares
|
$819,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,860
shares
|
$819,029
0.0% of portfolio
|
Q2 2023
Reduced 11.48%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
35,789
shares
|
$795,231
0.02% of portfolio
|
Q1 2024
Added 26.44%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
35,397
shares
|
$786,521
0.05% of portfolio
|
Q1 2024
Added 97.73%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
35,159
shares
|
$781,232
0.38% of portfolio
|
Q2 2023
Reduced 0.01%
|
|
Warren Street Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
34,815
shares
|
$773,589
0.37% of portfolio
|
Q1 2024
Added 0.07%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
34,726
shares
|
$771,611
0.01% of portfolio
|
Q1 2024
Added 9.16%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
34,300
shares
|
$762,146
0.01% of portfolio
|
Q1 2022
Reduced 3.52%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 17, 2024 Q1 2024 |
33,500
shares
|
$744,370
0.52% of portfolio
|
Q1 2024
Added 21.82%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
31,747
shares
|
$705,418
0.27% of portfolio
|
Q1 2024
Added 0.35%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
31,710
shares
|
$704,596
0.0% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
31,690
shares
|
$704,151
0.03% of portfolio
|
Q4 2023
Added 82.81%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
31,560
shares
|
$701,263
0.01% of portfolio
|
Q1 2024
Reduced 16.04%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
31,160
shares
|
$692,375
0.0% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,869
shares
|
$685,909
0.0% of portfolio
|
Q1 2024
Added 23.8%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30,415
shares
|
$675,821
0.03% of portfolio
|
Q1 2021
Added 0.52%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 10, 2024 Q1 2024 |
30,051
shares
|
$667,733
0.33% of portfolio
|
Q1 2024
Added 17.39%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,046
shares
|
$667,622
0.21% of portfolio
|
Q4 2022
Reduced 94.28%
|
|
Ingalls & Snyder LLC
New York, NY |
May 13, 2024 Q1 2024 |
29,340
shares
|
$651,934
0.03% of portfolio
|
Q3 2023
Reduced 21.42%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
29,050
shares
|
$645,491
0.02% of portfolio
|
Q1 2024
Reduced 24.04%
|