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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.3K+ 19.18% |
$510K - $605K
|
126K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
19.8KNew |
$497K - $590K
|
19.8K
$633K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
19.4KNew |
$487K - $577K
|
19.4K
$619K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
19.1K+ 2.66% |
$481K - $571K
|
739K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.9KNew |
$474K - $562K
|
18.9K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 134.22% |
$400K - $474K
|
27.8K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.8K+ 649.28% |
$396K - $470K
|
18.2K
$582K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
15.4KNew |
$387K - $459K
|
15.4K
$492K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
BUY
|
- |
15.3KNew |
$386K - $457K
|
15.3K
$491K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.3KNew |
$384K - $455K
|
15.3K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7K+ 3.4% |
$370K - $439K
|
448K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.1K+ 3.72% |
$279K - $331K
|
310K
$9.92M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.6K+ 5.73% |
$265K - $315K
|
195K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10KNew |
$252K - $299K
|
10K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.83KNew |
$247K - $293K
|
9.83K
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.77KNew |
$246K - $291K
|
9.77K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
9.61K+ 46.91% |
$242K - $287K
|
30.1K
$963K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
9.46KNew |
$238K - $282K
|
9.46K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.17KNew |
$231K - $273K
|
9.17K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.17KNew |
$230K - $273K
|
9.17K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.94K+ 0.84% |
$225K - $267K
|
1.07M
$34.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.35K+ 13.38% |
$210K - $249K
|
70.7K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.14K+ 159.05% |
$205K - $243K
|
13.3K
$424K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.12KNew |
$204K - $242K
|
8.12K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
7.94KNew |
$200K - $237K
|
7.94K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.94K+ 12.17% |
$200K - $237K
|
73.2K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$197K - $234K
|
7.86K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $233K
|
7.83K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.81K+ 30.24% |
$196K - $233K
|
33.6K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.74KNew |
$195K - $231K
|
7.74K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.72KNew |
$194K - $230K
|
7.72K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.72KNew |
$194K - $230K
|
7.72K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.71KNew |
$194K - $230K
|
7.71K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.7KNew |
$194K - $230K
|
7.7K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.6KNew |
$191K - $227K
|
7.6K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
7.42KNew |
$186K - $221K
|
7.42K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.37KNew |
$185K - $220K
|
7.37K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7.33KNew |
$184K - $219K
|
7.33K
$234K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.32KNew |
$184K - $218K
|
7.32K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.27KNew |
$183K - $217K
|
7.27K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.23K+ 0.85% |
$182K - $216K
|
857K
$27.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.04K+ 1.66% |
$177K - $210K
|
432K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
6.98KNew |
$175K - $208K
|
6.98K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
6.9KNew |
$173K - $206K
|
6.9K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.82KNew |
$171K - $203K
|
6.82K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.73KNew |
$169K - $201K
|
6.73K
$215K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.29K+ 3.46% |
$158K - $187K
|
188K
$6.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.95K+ 24.44% |
$150K - $177K
|
30.3K
$969K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81K+ 15.87% |
$146K - $173K
|
42.4K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48K+ 24.75% |
$138K - $163K
|
27.6K
$883K
|