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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
40,297
shares
|
$1.1 Million
0.48% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
40,225
shares
|
$1.1 Million
0.28% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
39,440
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Added 54.88%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
39,246
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
38,350
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
37,011
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
37,000
shares
|
$1.01 Million
0.42% of portfolio
|
Q1 2023
Reduced 7.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,860
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2023
Reduced 11.48%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
36,598
shares
|
$999,125
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
35,476
shares
|
$968,494
0.28% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
35,159
shares
|
$959,840
0.38% of portfolio
|
Q2 2023
Reduced 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
35,024
shares
|
$956,155
0.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
34,661
shares
|
$946,245
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
34,300
shares
|
$936,390
0.01% of portfolio
|
Q1 2022
Reduced 3.52%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
32,595
shares
|
$889,843
0.34% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
32,150
shares
|
$877,695
0.48% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
31,910
shares
|
$871,143
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
31,851
shares
|
$869,532
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
31,747
shares
|
$866,693
0.29% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
31,730
shares
|
$866,229
0.02% of portfolio
|
Q4 2024
Reduced 54.65%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,470
shares
|
$859,131
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
31,060
shares
|
$847,938
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,869
shares
|
$842,723
0.0% of portfolio
|
Q1 2024
Added 23.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
30,734
shares
|
$839,038
0.03% of portfolio
|
Q3 2024
Added 5961.93%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30,415
shares
|
$830,329
0.03% of portfolio
|
Q1 2021
Added 0.52%
|