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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
202+ 0.92% |
$3.5K - $3.86K
|
22.2K
$605K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$3.47K - $3.83K
|
200
$5.46K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
195+ 1.35% |
$3.38K - $3.73K
|
14.7K
$400K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
165+ 0.92% |
$2.86K - $3.16K
|
18.1K
$494K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
91+ 0.3% |
$1.58K - $1.74K
|
30.3K
$827K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$520 - $574
|
30
$819
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30+ 0.11% |
$520 - $574
|
27.8K
$759K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25+ 0.02% |
$434 - $478
|
112K
$3.05M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.07% |
$17.3 - $19.1
|
1.51K
$41.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-30- 0.27% |
$520 - $574
|
11K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-35- 0.04% |
$607 - $670
|
82.1K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-47- 8.44% |
$815 - $899
|
510
$13.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.2% |
$1.37K - $1.51K
|
39.9K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-112- 0.08% |
$1.94K - $2.14K
|
139K
$3.81M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-117- 0.05% |
$2.03K - $2.24K
|
241K
$6.59M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-121- 0.15% |
$2.1K - $2.31K
|
80.5K
$2.2M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-143- 2.78% |
$2.48K - $2.74K
|
5K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 0.14% |
$2.6K - $2.87K
|
104K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-211- 1.19% |
$3.66K - $4.04K
|
17.5K
$479K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-252- 7.34% |
$4.37K - $4.82K
|
3.18K
$86.9K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-309- 1.78% |
$5.36K - $5.91K
|
17.1K
$466K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-370- 1.15% |
$6.42K - $7.08K
|
31.9K
$871K
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-422- 1.47% |
$7.32K - $8.07K
|
28.3K
$773K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-718- 0.75% |
$12.5K - $13.7K
|
95.4K
$2.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-727- 2.26% |
$12.6K - $13.9K
|
31.4K
$857K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 0.35% |
$20.9K - $23.1K
|
345K
$9.42M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 24.13% |
$21.4K - $23.6K
|
3.88K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.36K- 4.57% |
$23.5K - $26K
|
28.4K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.38K- 4.67% |
$23.9K - $26.3K
|
28.1K
$767K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.5K- 56.6% |
$26K - $28.7K
|
1.15K
$31.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.66K- 1.81% |
$28.9K - $31.8K
|
90.1K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.88K- 4.16% |
$32.5K - $35.9K
|
43.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.1K- 3.58% |
$36.4K - $40.2K
|
56.6K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.18K- 5.38% |
$37.8K - $41.7K
|
38.3K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 10.65% |
$39K - $43.1K
|
18.9K
$515K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.4K- 13.68% |
$41.6K - $45.9K
|
15.1K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.55K- 0.82% |
$44.2K - $48.8K
|
309K
$8.44M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.87K- 2.72% |
$49.7K - $54.9K
|
103K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-3K- 7.5% |
$52K - $57.4K
|
37K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.6K- 1.44% |
$62.4K - $68.8K
|
247K
$6.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.33K- 3.1% |
$75K - $82.7K
|
135K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.38K- 4.23% |
$76K - $83.9K
|
99.3K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.75K- 19.6% |
$82.3K - $90.8K
|
19.5K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.9K- 3.56% |
$85K - $93.8K
|
133K
$3.62M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.11K- 9.36% |
$88.6K - $97.7K
|
49.5K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.46K- 96.29% |
$94.6K - $104K
|
210
$5.73K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.78K- 10.01% |
$118K - $130K
|
61K
$1.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.95K- 24.6% |
$121K - $133K
|
21.3K
$581K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.78K- 14.92% |
$135K - $149K
|
44.4K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 10.72% |
$193K - $213K
|
92.6K
$2.53M
|