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
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.25K- 9.75% |
$48.3K - $52.2K
|
20.8K
$568K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.84% |
$49.7K - $53.7K
|
274K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.34K- 44.43% |
$50.2K - $54.3K
|
2.93K
$79.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 3.73% |
$51K - $55.1K
|
61.3K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.38K- 7.52% |
$51.1K - $55.3K
|
29.3K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 13.77% |
$52.3K - $56.5K
|
15.3K
$417K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.56K- 1.28% |
$55K - $59.5K
|
198K
$5.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.68K- 7.56% |
$57.4K - $62.1K
|
32.7K
$893K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.78K- 11.52% |
$59.6K - $64.4K
|
21.3K
$582K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.8K- 2.16% |
$60.1K - $65K
|
127K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.9K- 5.36% |
$62.2K - $67.3K
|
51.2K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.03K- 11.61% |
$65K - $70.2K
|
23K
$629K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.29K- 3.79% |
$70.6K - $76.3K
|
83.4K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.32K- 1.27% |
$71.3K - $77K
|
258K
$7.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.48K- 0.83% |
$74.7K - $80.8K
|
417K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.79K- 3.76% |
$81.3K - $87.9K
|
97K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.83K- 3.36% |
$82K - $88.7K
|
110K
$3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.98K- 25.8% |
$85.3K - $92.3K
|
11.4K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-4.84K- 0.98% |
$104K - $112K
|
490K
$13.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-6.72K- 26.68% |
$144K - $156K
|
18.5K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.81K- 10.74% |
$146K - $158K
|
56.6K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.11K- 1.12% |
$153K - $165K
|
626K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.52K- 7.19% |
$161K - $174K
|
97.1K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.52K- 78.61% |
$161K - $174K
|
2.05K
$55.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7.76K- 8.3% |
$166K - $180K
|
85.7K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.78K- 11.32% |
$167K - $180K
|
60.9K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9.07K- 35.92% |
$195K - $210K
|
16.2K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.6K- 0.29% |
$206K - $223K
|
3.34M
$91.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.65K- 5.71% |
$207K - $224K
|
159K
$4.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-10.2K- 7.08% |
$219K - $236K
|
134K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 20.37% |
$225K - $243K
|
41K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-11.2K- 4.58% |
$241K - $260K
|
233K
$6.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-13K- 2.72% |
$278K - $301K
|
464K
$12.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13K- 26.34% |
$279K - $302K
|
36.4K
$994K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-14.4K- 6.12% |
$308K - $333K
|
221K
$6.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-15.5K- 3.03% |
$332K - $359K
|
495K
$13.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-16.9K- 5.14% |
$362K - $392K
|
312K
$8.51M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-17K- 5.16% |
$365K - $395K
|
312K
$8.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-18.5K- 2.32% |
$398K - $430K
|
781K
$21.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 4.68% |
$431K - $466K
|
410K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-21.3K- 27.48% |
$456K - $493K
|
56.1K
$1.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-22.8K- 89.25% |
$490K - $529K
|
2.75K
$75.1K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-24.3K- 47.69% |
$521K - $564K
|
26.7K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25.2KClosed |
$541K - $585K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-33K- 24.44% |
$708K - $765K
|
102K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.4K- 2.18% |
$717K - $775K
|
1.5M
$41M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-33.9K- 36.32% |
$726K - $785K
|
59.4K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.2K- 17.53% |
$818K - $885K
|
180K
$4.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.3K- 11.76% |
$950K - $1.03M
|
333K
$9.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.3K- 60.36% |
$1.1M - $1.19M
|
33.7K
$920K
|