Purchases and Sales Made in Q1 2025 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 2025. 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 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
251KNew |
$6.3M - $7.47M
|
251K
$7.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
66.6K+ 108.16% |
$1.67M - $1.99M
|
128K
$4.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
48.1K+ 14.56% |
$1.21M - $1.43M
|
378K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
34.7K+ 33.87% |
$872K - $1.03M
|
137K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26.4KNew |
$665K - $789K
|
26.4K
$838K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
19.1K+ 2.66% |
$481K - $571K
|
739K
$23.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
BUY
|
- |
15.3KNew |
$386K - $457K
|
15.3K
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.1K+ 3.72% |
$279K - $331K
|
310K
$9.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.12KNew |
$204K - $242K
|
8.12K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$197K - $234K
|
7.86K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.7KNew |
$194K - $230K
|
7.7K
$244K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.32KNew |
$184K - $218K
|
7.32K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.04K+ 1.66% |
$177K - $210K
|
432K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.95K+ 24.44% |
$150K - $177K
|
30.3K
$960K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81K+ 15.87% |
$146K - $173K
|
42.4K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53K+ 1.57% |
$88.7K - $105K
|
228K
$7.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.33K+ 7.54% |
$83.8K - $99.4K
|
47.5K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.18K+ 8.05% |
$79.8K - $94.7K
|
42.6K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$60.2K - $71.4K
|
293K
$9.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.2K+ 1.47% |
$30.1K - $35.8K
|
82.7K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
958+ 8.87% |
$24.1K - $28.6K
|
11.8K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
827+ 2.54% |
$20.8K - $24.7K
|
33.4K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
706+ 1.06% |
$17.7K - $21.1K
|
67K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
667+ 1.24% |
$16.8K - $19.9K
|
54.6K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
665+ 0.74% |
$16.7K - $19.8K
|
90.3K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$16.2K - $19.2K
|
645
$20.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
630+ 4.66% |
$15.8K - $18.8K
|
14.1K
$448K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 0.98% |
$2.34K - $2.77K
|
9.54K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40+ 0.33% |
$1.01K - $1.19K
|
12.3K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.11% |
$528 - $626
|
19.3K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-36- 0.22% |
$905 - $1.07K
|
16.5K
$524K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-450- 3.34% |
$11.3K - $13.4K
|
13K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-597- 9.44% |
$15K - $17.8K
|
5.73K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-903- 1.27% |
$22.7K - $26.9K
|
70.2K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 9.95% |
$27.8K - $33K
|
10K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.25K- 2.84% |
$31.4K - $37.2K
|
42.6K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.4K- 9.68% |
$35.2K - $41.7K
|
13.1K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.65K- 9.03% |
$41.4K - $49.1K
|
16.6K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.7K- 15.86% |
$42.6K - $50.5K
|
8.99K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2K- 9.04% |
$50.3K - $59.6K
|
20.1K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.33K- 3.86% |
$83.8K - $99.4K
|
83.1K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-4.45K- 10.67% |
$112K - $133K
|
37.2K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.3K- 6.35% |
$133K - $158K
|
78.1K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.65K- 4.68% |
$167K - $198K
|
136K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-8.79K- 2.15% |
$221K - $262K
|
399K
$12.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-15.2K- 55.88% |
$382K - $453K
|
12K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52K- 93.82% |
$1.31M - $1.55M
|
3.42K
$108K
|