Purchases and Sales Made in Q1 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 2023. The information is specifically focused on institutions that hold shares of abrdn Gold ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.47M+ 1787.0% |
$42.9M - $47.3M
|
2.61M
$58M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
657KNew |
$11.4M - $12.6M
|
657K
$14.6M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
634K+ 1879.08% |
$11M - $12.1M
|
668K
$14.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
568K+ 30.44% |
$9.86M - $10.9M
|
2.44M
$54.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
532K+ 596.38% |
$9.23M - $10.2M
|
622K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
489K+ 25.12% |
$8.49M - $9.36M
|
2.44M
$54.2M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
424KNew |
$7.35M - $8.11M
|
424K
$9.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
335K+ 545.57% |
$5.8M - $6.4M
|
396K
$8.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
240K+ 6.72% |
$4.16M - $4.59M
|
3.8M
$84.5M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
187KNew |
$3.24M - $3.57M
|
187K
$4.15M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
178K+ 21.65% |
$3.09M - $3.41M
|
1M
$22.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 32.84% |
$3M - $3.31M
|
699K
$15.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
106K+ 28.8% |
$1.83M - $2.02M
|
472K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
91.7KNew |
$1.59M - $1.75M
|
91.7K
$2.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
75.4K+ 49.88% |
$1.31M - $1.44M
|
227K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75.1K+ 4262.43% |
$1.3M - $1.44M
|
76.9K
$1.71M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
70.1KNew |
$1.22M - $1.34M
|
70.1K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
67.7KNew |
$1.17M - $1.3M
|
67.7K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
66.8KNew |
$1.16M - $1.28M
|
66.8K
$1.48M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
64.2KNew |
$1.11M - $1.23M
|
64.2K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
60.5KNew |
$1.05M - $1.16M
|
60.5K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.7K+ 8.73% |
$1.02M - $1.12M
|
731K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.7K+ 11.64% |
$948K - $1.05M
|
525K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
54K+ 27.75% |
$936K - $1.03M
|
248K
$5.52M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49.5KNew |
$858K - $946K
|
49.5K
$1.1M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
42.5K+ 223942.11% |
$738K - $814K
|
42.6K
$946K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 219.52% |
$714K - $787K
|
59.9K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.4K+ 240.89% |
$544K - $600K
|
44.4K
$986K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
28.6KNew |
$496K - $547K
|
28.6K
$635K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.8K+ 31.39% |
$464K - $512K
|
112K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5K+ 6.48% |
$442K - $488K
|
420K
$9.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.8K+ 4.87% |
$431K - $475K
|
535K
$11.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.7K+ 87.06% |
$428K - $472K
|
53K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.8K+ 113.08% |
$413K - $456K
|
44.9K
$997K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.6K+ 13.14% |
$375K - $414K
|
186K
$4.14M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.1KNew |
$331K - $366K
|
19.1K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
19KNew |
$330K - $364K
|
19K
$423K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
18.8K+ 100.0% |
$327K - $360K
|
37.7K
$837K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.7KNew |
$307K - $339K
|
17.7K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 17.12% |
$282K - $311K
|
111K
$2.47M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.6K+ 16.94% |
$270K - $298K
|
107K
$2.39M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.1KNew |
$262K - $289K
|
15.1K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.4KNew |
$249K - $275K
|
14.4K
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
13.6KNew |
$235K - $260K
|
13.6K
$302K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
12.6KNew |
$219K - $242K
|
12.6K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 28.15% |
$218K - $241K
|
57.3K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 9.14% |
$217K - $239K
|
149K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$213K - $235K
|
12.3K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.9K+ 40.19% |
$189K - $208K
|
38K
$844K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$187K - $206K
|
10.8K
$240K
|
|