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 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.37K+ 15.65% |
$135K - $160K
|
39.7K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.08K+ 17.93% |
$128K - $151K
|
33.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.87K+ 1.82% |
$123K - $145K
|
272K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.78K+ 0.88% |
$120K - $143K
|
546K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.47K+ 1.52% |
$112K - $133K
|
299K
$9.58M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.45KNew |
$112K - $133K
|
4.45K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.91K+ 103.55% |
$98.2K - $117K
|
7.68K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.86K+ 2.55% |
$97.1K - $115K
|
155K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.58K+ 0.78% |
$90.1K - $107K
|
461K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.56K+ 1.37% |
$89.4K - $106K
|
263K
$8.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53K+ 1.57% |
$88.7K - $105K
|
228K
$7.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.5K+ 31.53% |
$88K - $104K
|
14.6K
$467K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.45K+ 25.07% |
$86.6K - $103K
|
17.2K
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.33K+ 7.54% |
$83.8K - $99.4K
|
47.5K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.23K+ 21.07% |
$81.2K - $96.3K
|
18.6K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.18K+ 8.05% |
$79.8K - $94.7K
|
42.6K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.1K+ 10.57% |
$77.9K - $92.4K
|
32.4K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.83K+ 10.91% |
$71K - $84.3K
|
28.7K
$919K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.64K+ 5.38% |
$66.4K - $78.7K
|
51.7K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.63K+ 2.92% |
$66.1K - $78.4K
|
92.5K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.51KNew |
$63.2K - $74.9K
|
2.51K
$80.4K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$60.2K - $71.4K
|
293K
$9.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 0.7% |
$59.9K - $71K
|
344K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.36K+ 7.79% |
$59.2K - $70.3K
|
32.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 27.83% |
$57.9K - $68.7K
|
10.6K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17K+ 3.56% |
$54.5K - $64.6K
|
63K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.15K+ 15.42% |
$54K - $64.1K
|
16.1K
$514K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
2.1K+ 0.34% |
$52.8K - $62.6K
|
612K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 20.45% |
$52.8K - $62.6K
|
12.4K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
2K+ 12.74% |
$50.3K - $59.6K
|
17.7K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 4.48% |
$45.9K - $54.5K
|
42.5K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.8KNew |
$45.1K - $53.5K
|
1.8K
$57.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 19.04% |
$44.9K - $53.2K
|
11.2K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 3.67% |
$44.5K - $52.8K
|
50K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.75K+ 4.63% |
$44.1K - $52.3K
|
39.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.7K+ 2.07% |
$42.7K - $50.6K
|
83.6K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 14.12% |
$42.4K - $50.3K
|
13.6K
$436K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
1.6K+ 9.6% |
$40.2K - $47.7K
|
18.3K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5K+ 1.84% |
$37.7K - $44.7K
|
83K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.46K+ 1.33% |
$36.8K - $43.7K
|
111K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.2K+ 1.47% |
$30.1K - $35.8K
|
82.7K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.15K+ 0.26% |
$28.8K - $34.2K
|
440K
$14.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
958+ 8.87% |
$24.1K - $28.6K
|
11.8K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
862+ 0.79% |
$21.7K - $25.7K
|
109K
$3.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
827+ 2.54% |
$20.8K - $24.7K
|
33.4K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
706+ 1.06% |
$17.7K - $21.1K
|
67K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
700+ 6.36% |
$17.6K - $20.9K
|
11.7K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
693New |
$17.4K - $20.7K
|
693
$22.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
667+ 1.24% |
$16.8K - $19.9K
|
54.6K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
665+ 0.74% |
$16.7K - $19.8K
|
90.3K
$2.89M
|