Purchases and Sales Made in Q2 2025 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
107K+ 26.89% |
$3.05M - $3.52M
|
507K
$16.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
97.7K+ 22.89% |
$2.77M - $3.2M
|
525K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
81.6K+ 18.9% |
$2.32M - $2.67M
|
514K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34.8K+ 4.58% |
$987K - $1.14M
|
794K
$25.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
21.7K+ 50.79% |
$615K - $709K
|
64.3K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
16K+ 12.51% |
$455K - $525K
|
144K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
14.4K+ 43.26% |
$410K - $473K
|
47.8K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
14KNew |
$397K - $459K
|
14K
$446K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.6K+ 80.32% |
$273K - $314K
|
21.6K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.82KNew |
$250K - $289K
|
8.82K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$213K - $246K
|
7.51K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.73K+ 2.17% |
$191K - $220K
|
317K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.4KNew |
$182K - $210K
|
6.4K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
6.05K+ 4.41% |
$172K - $198K
|
143K
$4.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 22.86% |
$118K - $136K
|
22.4K
$712K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
4.1K+ 13.53% |
$116K - $134K
|
34.4K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.66K+ 5.58% |
$75.4K - $87K
|
50.2K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 74.42% |
$72.3K - $83.3K
|
5.97K
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 12.88% |
$70.6K - $81.5K
|
21.8K
$694K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.02K+ 7.02% |
$57.2K - $66K
|
30.8K
$979K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.56K+ 5.89% |
$44.2K - $51K
|
28K
$892K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.47K+ 16.3% |
$41.6K - $48K
|
10.5K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.3KNew |
$37K - $42.7K
|
1.3K
$41.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.25K+ 217.39% |
$35.5K - $40.9K
|
1.83K
$58.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.15K+ 96.23% |
$32.6K - $37.7K
|
2.35K
$74.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
900New |
$25.6K - $29.5K
|
900
$28.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
809+ 1.15% |
$23K - $26.5K
|
71K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
732+ 0.81% |
$20.8K - $24K
|
91K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
638New |
$18.1K - $20.9K
|
638
$20.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
419+ 3.56% |
$11.9K - $13.7K
|
12.2K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
230+ 1.86% |
$6.53K - $7.53K
|
12.6K
$400K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
202+ 1.43% |
$5.73K - $6.62K
|
14.3K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
200+ 1.13% |
$5.68K - $6.55K
|
17.9K
$570K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
137+ 0.2% |
$3.89K - $4.49K
|
67.2K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
114+ 1.37% |
$3.24K - $3.73K
|
8.45K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
28+ 1.11% |
$795 - $917
|
2.54K
$80.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.05% |
$568 - $655
|
40.2K
$1.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-43- 0.59% |
$1.22K - $1.41K
|
7.28K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 7.38% |
$2.84K - $3.28K
|
1.26K
$40K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 1.64% |
$6.08K - $7.01K
|
12.8K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-394- 3.5% |
$11.2K - $12.9K
|
10.9K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-445- 5.78% |
$12.6K - $14.6K
|
7.26K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-475- 3.63% |
$13.5K - $15.6K
|
12.6K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-575- 3.69% |
$16.3K - $18.8K
|
15K
$478K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-609- 0.45% |
$17.3K - $19.9K
|
135K
$4.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-763- 1.7% |
$21.7K - $25K
|
44.2K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-789- 3.65% |
$22.4K - $25.8K
|
20.8K
$664K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-850- 4.99% |
$24.1K - $27.8K
|
16.2K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.53K- 2.1% |
$43.3K - $50K
|
71.1K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.85K- 7.42% |
$52.4K - $60.5K
|
23.1K
$734K
|