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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9.73KNew |
$209K - $226K
|
9.73K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.5KNew |
$204K - $220K
|
9.5K
$259K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
9.35KNew |
$201K - $217K
|
9.35K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.09K+ 15.09% |
$195K - $211K
|
69.3K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.03KNew |
$194K - $209K
|
9.03K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.98KNew |
$193K - $208K
|
8.98K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.41K+ 7.16% |
$180K - $195K
|
126K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.39K+ 22.76% |
$180K - $195K
|
45.3K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.28KNew |
$178K - $192K
|
8.28K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.5K+ 4.07% |
$161K - $174K
|
192K
$5.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.85KNew |
$147K - $159K
|
6.85K
$187K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.94K+ 2.08% |
$127K - $138K
|
291K
$7.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.61K+ 22.75% |
$120K - $130K
|
30.3K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.55K+ 20.15% |
$119K - $129K
|
33.1K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.24K+ 1.05% |
$112K - $121K
|
502K
$13.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5K+ 8.73% |
$107K - $116K
|
62.3K
$1.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5K+ 36.13% |
$107K - $116K
|
18.8K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.79KNew |
$103K - $111K
|
4.79K
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.23K+ 2.38% |
$90.8K - $98.2K
|
182K
$4.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4K+ 11.94% |
$85.8K - $92.8K
|
37.5K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.17K+ 5.45% |
$67.9K - $73.4K
|
61.2K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.06K+ 1.05% |
$65.6K - $71K
|
296K
$8.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.03KNew |
$64.9K - $70.2K
|
3.03K
$82.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 9.58% |
$61.8K - $66.8K
|
32.9K
$899K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.83K+ 26.5% |
$60.6K - $65.5K
|
13.5K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.49K+ 0.96% |
$53.5K - $57.8K
|
263K
$7.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
2.49K+ 1.08% |
$53.4K - $57.7K
|
233K
$6.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 13.65% |
$51.5K - $55.7K
|
20K
$546K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.31K+ 26.97% |
$49.4K - $53.5K
|
10.9K
$296K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.2K+ 16.67% |
$47.2K - $51K
|
15.4K
$420K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.18K+ 1.01% |
$46.8K - $50.6K
|
218K
$5.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.17KNew |
$46.5K - $50.3K
|
2.17K
$59.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.1KNew |
$45K - $48.7K
|
2.1K
$57.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.08K+ 7.88% |
$44.6K - $48.2K
|
28.4K
$776K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.02K+ 2.84% |
$43.3K - $46.8K
|
72.9K
$1.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.35K+ 12.23% |
$29K - $31.3K
|
12.4K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.23K+ 2.43% |
$26.4K - $28.5K
|
51.7K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16KNew |
$24.9K - $26.9K
|
1.16K
$31.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
639+ 0.94% |
$13.7K - $14.8K
|
68.8K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
628+ 3.29% |
$13.5K - $14.6K
|
19.7K
$539K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
575New |
$12.3K - $13.3K
|
575
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
538+ 4.15% |
$11.5K - $12.5K
|
13.5K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
536New |
$11.5K - $12.4K
|
536
$14.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 2.59% |
$9.65K - $10.4K
|
17.8K
$486K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
400New |
$8.58K - $9.28K
|
400
$10.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
220+ 2.15% |
$4.72K - $5.1K
|
10.4K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
193+ 1.66% |
$4.14K - $4.48K
|
11.9K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
147+ 2.71% |
$3.15K - $3.41K
|
5.57K
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 2.86% |
$3.07K - $3.32K
|
5.14K
$140K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
139+ 0.17% |
$2.98K - $3.22K
|
80.3K
$2.19M
|