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 |
---|---|---|---|---|---|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
19,830
shares
|
$440,622
0.0% of portfolio
|
Q3 2023
Reduced 40.14%
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 25, 2024 Q1 2024 |
19,158
shares
|
$425,690
0.1% of portfolio
|
Q1 2024
Reduced 23.26%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
19,100
shares
|
$424,402
0.22% of portfolio
|
Q1 2024
Added 0.15%
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
18,840
shares
|
$418,624
0.27% of portfolio
|
Q4 2019
New holding
|
|
Nadler Financial Group, Inc.
|
Apr 26, 2024 Q1 2024 |
18,615
shares
|
$413,625
0.05% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Family Capital Trust CO
|
Apr 24, 2024 Q1 2024 |
18,250
shares
|
$405,515
0.13% of portfolio
|
Q4 2019
Added 900.0%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
17,702
shares
|
$393,338
0.04% of portfolio
|
Q1 2024
Reduced 12.41%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
17,583
shares
|
$390,694
0.06% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
17,400
shares
|
$386,628
0.01% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
17,352
shares
|
$385,561
0.0% of portfolio
|
Q1 2024
Reduced 73.25%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
17,299
shares
|
$384,383
0.01% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
17,017
shares
|
$378,117
0.03% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
16,750
shares
|
$372,185
0.0% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
American Money Management, LLC
|
May 09, 2024 Q1 2024 |
16,608
shares
|
$369,029
0.07% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
Paragon Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
16,439
shares
|
$365,274
0.15% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
16,136
shares
|
$358,541
0.0% of portfolio
|
Q1 2024
Added 1.13%
|
|
Upper Left Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
16,130
shares
|
$358,408
0.32% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
16,125
shares
|
$358,297
0.03% of portfolio
|
Q4 2023
Added 7.32%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
15,763
shares
|
$350,253
0.0% of portfolio
|
Q1 2024
New holding
|
|
Asset Advisors Investment Management, LLC
|
May 14, 2024 Q1 2024 |
15,575
shares
|
$346,076
0.04% of portfolio
|
Q1 2024
Added 19.81%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
15,420
shares
|
$342,632
0.03% of portfolio
|
Q1 2024
Reduced 33.93%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
15,162
shares
|
$336,899
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cutler Investment Counsel LLC
|
Apr 30, 2024 Q1 2024 |
15,000
shares
|
$333,300
0.04% of portfolio
|
Q1 2022
New holding
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
14,888
shares
|
$330,811
0.21% of portfolio
|
Q3 2023
Reduced 10.06%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,700
shares
|
$326,634
0.02% of portfolio
|
Q2 2022
Added 10.11%
|