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
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-750- 8.82% |
$18.9K - $22.4K
|
7.75K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-751- 18.2% |
$18.9K - $22.4K
|
3.38K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-815- 0.98% |
$20.5K - $24.3K
|
82.6K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-876- 4.11% |
$22K - $26.1K
|
20.4K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-903- 1.27% |
$22.7K - $26.9K
|
70.2K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 9.95% |
$27.8K - $33K
|
10K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.12K- 30.33% |
$28K - $33.2K
|
2.56K
$81.9K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 11.78% |
$30.6K - $36.3K
|
9.11K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.25K- 2.84% |
$31.4K - $37.2K
|
42.6K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.4K- 9.68% |
$35.2K - $41.7K
|
13.1K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.5K- 5.4% |
$37.7K - $44.7K
|
26.3K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.51K- 5.6% |
$37.9K - $45K
|
25.4K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.61K- 11.21% |
$40.5K - $48K
|
12.8K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.65K- 9.03% |
$41.4K - $49.1K
|
16.6K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.67K- 98.93% |
$41.9K - $49.7K
|
18
$576
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.7K- 15.86% |
$42.6K - $50.5K
|
8.99K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 0.36% |
$42.7K - $50.6K
|
466K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 5.75% |
$43.7K - $51.8K
|
28.5K
$911K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.78K- 0.79% |
$44.7K - $53.1K
|
224K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.8K- 18.91% |
$45.2K - $53.6K
|
7.7K
$246K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.81K- 20.06% |
$45.5K - $54K
|
7.22K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.85K- 13.75% |
$46.5K - $55.1K
|
11.6K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2K- 9.04% |
$50.3K - $59.6K
|
20.1K
$643K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.02K- 2.2% |
$50.8K - $60.2K
|
89.9K
$2.88M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.42K- 7.4% |
$60.9K - $72.3K
|
30.3K
$969K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.45K- 6.62% |
$61.6K - $73.1K
|
34.6K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.67K- 0.46% |
$67.1K - $79.6K
|
573K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.99K- 10.4% |
$75.3K - $89.3K
|
25.8K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.13K- 10.69% |
$78.6K - $93.2K
|
26.1K
$835K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 5.49% |
$79.2K - $93.9K
|
54.2K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.33K- 3.86% |
$83.8K - $99.4K
|
83.1K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3.38K- 0.7% |
$84.8K - $101K
|
480K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.42K- 7.06% |
$85.9K - $102K
|
45K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3.47K- 8.62% |
$87.3K - $104K
|
36.8K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.69K- 5.66% |
$92.7K - $110K
|
61.4K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 8.4% |
$96K - $114K
|
41.6K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.86K- 23.04% |
$97K - $115K
|
12.9K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-4.45K- 10.67% |
$112K - $133K
|
37.2K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.65K- 25.4% |
$117K - $139K
|
13.7K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
SELL
|
- |
-5.05K- 3.02% |
$127K - $151K
|
162K
$5.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.11K- 25.7% |
$128K - $152K
|
14.8K
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.3K- 6.35% |
$133K - $158K
|
78.1K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.77K- 5.91% |
$145K - $172K
|
91.9K
$2.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.83K- 60.41% |
$147K - $174K
|
3.82K
$122K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.21K- 9.51% |
$156K - $185K
|
59.1K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.65K- 4.68% |
$167K - $198K
|
136K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-7.16K- 5.62% |
$180K - $214K
|
120K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-8.57K- 4.19% |
$215K - $256K
|
196K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-8.69K- 3.0% |
$219K - $259K
|
281K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.73K- 45.74% |
$219K - $260K
|
10.4K
$331K
|