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 428 institutions that hold shares in the stock, with a total of 60.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
25,208
shares
|
$875,978
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
25,136
shares
|
$873,476
0.06% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
24,774
shares
|
$860,896
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
24,740
shares
|
$859,715
0.02% of portfolio
|
Q4 2019
Added 900.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
24,464
shares
|
$850,124
0.02% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
24,020
shares
|
$834,695
0.49% of portfolio
|
Q2 2025
Reduced 70.73%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,957
shares
|
$832,505
0.07% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
23,888
shares
|
$830,108
0.04% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
23,418
shares
|
$813,775
0.01% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
23,191
shares
|
$805,887
0.18% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
23,059
shares
|
$801,300
0.57% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,710
shares
|
$789,172
0.01% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,479
shares
|
$781,145
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
22,360
shares
|
$777,010
0.63% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
22,024
shares
|
$765,334
0.01% of portfolio
|
Q2 2025
Added 147.13%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
21,811
shares
|
$757,932
0.0% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
21,552
shares
|
$748,932
0.01% of portfolio
|
Q2 2025
Added 80.32%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
21,352
shares
|
$741,982
0.27% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,000
shares
|
$729,750
0.01% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
20,950
shares
|
$728,012
0.03% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
20,848
shares
|
$724,468
0.28% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
19,363
shares
|
$672,864
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
18,840
shares
|
$654,690
0.27% of portfolio
|
Q4 2019
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
18,458
shares
|
$641,415
0.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
18,250
shares
|
$634,187
0.2% of portfolio
|
Q4 2019
Added 900.0%
|