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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
109+ 0.49% |
$2.34K - $2.53K
|
22.5K
$615K
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
90+ 0.13% |
$1.93K - $2.09K
|
70.7K
$1.93M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$644 - $696
|
30
$819
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$579 - $626
|
27
$737
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 3.23% |
$21.5 - $23.2
|
32
$874
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-36- 0.16% |
$772 - $835
|
22.6K
$617K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-49- 0.05% |
$1.05K - $1.14K
|
101K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 2.05% |
$1.2K - $1.3K
|
2.67K
$73K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-146- 0.02% |
$3.13K - $3.39K
|
644K
$17.6M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-150- 0.27% |
$3.22K - $3.48K
|
54.7K
$1.49M
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-150- 0.37% |
$3.22K - $3.48K
|
40.8K
$1.11M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-168- 1.4% |
$3.6K - $3.9K
|
11.9K
$324K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-200- 1.36% |
$4.29K - $4.64K
|
14.5K
$396K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 1.73% |
$4.29K - $4.64K
|
11.4K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-206- 0.59% |
$4.42K - $4.78K
|
34.6K
$945K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-240- 2.47% |
$5.15K - $5.57K
|
9.46K
$258K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-253- 31.16% |
$5.43K - $5.87K
|
559
$15.3K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-306- 0.2% |
$6.56K - $7.1K
|
152K
$4.15M
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-319- 0.72% |
$6.84K - $7.4K
|
43.9K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-384- 0.08% |
$8.24K - $8.9K
|
460K
$12.6M
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-400- 0.06% |
$8.58K - $9.28K
|
662K
$18.1M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-472- 0.44% |
$10.1K - $10.9K
|
107K
$2.92M
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-494- 0.49% |
$10.6K - $11.5K
|
100K
$2.73M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-500- 1.05% |
$10.7K - $11.6K
|
47.2K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-525- 2.26% |
$11.3K - $12.2K
|
22.7K
$620K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-533- 3.08% |
$11.4K - $12.4K
|
16.8K
$458K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-584- 2.5% |
$12.5K - $13.5K
|
22.8K
$623K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-644- 75.68% |
$13.8K - $14.9K
|
207
$5.65K
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-648- 1.54% |
$13.9K - $15K
|
41.5K
$1.13M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-771- 0.84% |
$16.5K - $17.9K
|
90.7K
$2.48M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-794- 2.29% |
$17K - $18.4K
|
33.9K
$926K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-880- 0.81% |
$18.9K - $20.4K
|
107K
$2.93M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-884- 52.9% |
$19K - $20.5K
|
787
$21.5K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-998- 1.56% |
$21.4K - $23.1K
|
63.1K
$1.72M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.06K- 3.77% |
$22.8K - $24.6K
|
27.1K
$739K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.11K- 6.85% |
$23.7K - $25.6K
|
15K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 2.33% |
$24.9K - $26.9K
|
48.7K
$1.33M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 2.48% |
$25.7K - $27.8K
|
47.1K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 30.93% |
$25.7K - $27.8K
|
2.68K
$73.2K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.22K- 9.93% |
$26.2K - $28.3K
|
11.1K
$302K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 2.95% |
$26.2K - $28.3K
|
40.1K
$1.1M
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.4K- 7.29% |
$29.9K - $32.4K
|
17.8K
$485K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.44K- 1.58% |
$31K - $33.5K
|
90.1K
$2.46M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.46K- 1.15% |
$31.4K - $34K
|
126K
$3.43M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.71K- 4.15% |
$36.8K - $39.7K
|
39.6K
$1.08M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.72K- 10.63% |
$36.8K - $39.8K
|
14.4K
$394K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.75K- 2.06% |
$37.5K - $40.6K
|
83.2K
$2.27M
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.75K- 2.06% |
$37.5K - $40.6K
|
83.3K
$2.27M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.91K- 4.59% |
$40.9K - $44.3K
|
39.6K
$1.08M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.95K- 33.63% |
$41.8K - $45.2K
|
3.84K
$105K
|