Purchases and Sales Made in Q2 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
7.26MNew |
$156M - $168M
|
7.26M
$198M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
344K+ 16.09% |
$7.37M - $7.97M
|
2.48M
$67.7M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
344K+ 16.09% |
$7.37M - $7.97M
|
2.48M
$67.7M
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
327KNew |
$7.01M - $7.58M
|
327K
$8.92M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
296K+ 9.35% |
$6.35M - $6.86M
|
3.46M
$94.5M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
277K+ 2632.34% |
$5.95M - $6.43M
|
288K
$7.86M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
277KNew |
$5.94M - $6.42M
|
277K
$7.55M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
171K+ 800.95% |
$3.66M - $3.96M
|
192K
$5.24M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
132K+ 187.93% |
$2.82M - $3.05M
|
202K
$5.51M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111K+ 6.03% |
$2.38M - $2.57M
|
1.95M
$53.3M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
94KNew |
$2.02M - $2.18M
|
94K
$2.57M
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
92.1KNew |
$1.98M - $2.14M
|
92.1K
$2.51M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
84.8KNew |
$1.82M - $1.97M
|
84.8K
$2.32M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.1K+ 50.42% |
$1.76M - $1.9M
|
245K
$6.69M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
71.7K+ 29.59% |
$1.54M - $1.66M
|
314K
$8.57M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
64.2KNew |
$1.38M - $1.49M
|
64.2K
$1.75M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
62.1KNew |
$1.33M - $1.44M
|
62.1K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.1K+ 9.49% |
$1.18M - $1.28M
|
635K
$17.3M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
53.8K+ 7.58% |
$1.15M - $1.25M
|
764K
$20.9M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.7K+ 19.39% |
$980K - $1.06M
|
281K
$7.68M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.3K+ 37.56% |
$949K - $1.03M
|
162K
$4.43M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.4K+ 3.05% |
$824K - $891K
|
1.3M
$35.4M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.1K+ 124.01% |
$688K - $743K
|
57.9K
$1.58M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 4.25% |
$685K - $741K
|
783K
$21.4M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.8K+ 31.49% |
$681K - $737K
|
133K
$3.62M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.7KNew |
$551K - $596K
|
25.7K
$702K
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
23.9K+ 35.42% |
$513K - $555K
|
91.5K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.2K+ 20.59% |
$497K - $538K
|
136K
$3.71M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.1K+ 98.71% |
$495K - $536K
|
46.5K
$1.27M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.4KNew |
$459K - $496K
|
21.4K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.3K+ 122.27% |
$413K - $447K
|
35K
$956K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19KNew |
$407K - $440K
|
19K
$518K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.7K+ 6.97% |
$401K - $434K
|
287K
$7.84M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.4K+ 23.22% |
$396K - $428K
|
97.9K
$2.67M
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 4.97% |
$331K - $357K
|
325K
$8.88M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4KNew |
$330K - $357K
|
15.4K
$420K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.3KNew |
$307K - $331K
|
14.3K
$390K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13.9KNew |
$298K - $323K
|
13.9K
$380K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.7K+ 1.93% |
$295K - $318K
|
724K
$19.8M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.1KNew |
$281K - $304K
|
13.1K
$358K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4KNew |
$266K - $287K
|
12.4K
$338K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 42.08% |
$262K - $283K
|
41.3K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
12.1KNew |
$259K - $280K
|
12.1K
$329K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.6KNew |
$249K - $269K
|
11.6K
$317K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.5K+ 24.74% |
$247K - $267K
|
58.1K
$1.59M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 31.95% |
$245K - $265K
|
47.2K
$1.29M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 2.62% |
$218K - $236K
|
398K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
10K+ 1.6% |
$215K - $232K
|
635K
$17.3M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.98K+ 1.61% |
$214K - $231K
|
628K
$17.1M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.85K+ 13.27% |
$211K - $228K
|
84.1K
$2.29M
|