Purchases and Sales Made in Q3 2021 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.08MNew |
$51.1M - $54.1M
|
3.08M
$84.2M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
574KNew |
$9.51M - $10.1M
|
574K
$15.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
480KNew |
$7.95M - $8.43M
|
480K
$13.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
469K+ 34.02% |
$7.77M - $8.23M
|
1.85M
$50.4M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
219K+ 11.68% |
$3.62M - $3.84M
|
2.09M
$57.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
205KNew |
$3.4M - $3.61M
|
205K
$5.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
183KNew |
$3.03M - $3.21M
|
183K
$5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173K+ 3.88% |
$2.87M - $3.04M
|
4.64M
$127M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
103KNew |
$1.7M - $1.8M
|
103K
$2.8M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
75.1K+ 57.25% |
$1.24M - $1.32M
|
206K
$5.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
60.9K+ 238.11% |
$1.01M - $1.07M
|
86.5K
$2.36M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.8K+ 36.3% |
$974K - $1.03M
|
221K
$6.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
58KNew |
$960K - $1.02M
|
58K
$1.58M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
57.7K+ 2.53% |
$955K - $1.01M
|
2.34M
$63.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
45.1K+ 40.39% |
$747K - $792K
|
157K
$4.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
38.4K+ 16.25% |
$636K - $675K
|
275K
$7.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
36.9K+ 6.49% |
$611K - $648K
|
605K
$16.5M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
34KNew |
$563K - $597K
|
34K
$928K
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
30.6KNew |
$507K - $538K
|
30.6K
$836K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.8K+ 12.19% |
$494K - $524K
|
275K
$7.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 9.24% |
$429K - $455K
|
306K
$8.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25.2KNew |
$417K - $443K
|
25.2K
$688K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.1K+ 151.11% |
$416K - $441K
|
41.7K
$1.14M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.2K+ 3.76% |
$351K - $372K
|
584K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
20K+ 57.14% |
$331K - $351K
|
55K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
19.8KNew |
$328K - $348K
|
19.8K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
18.8K+ 30.8% |
$312K - $331K
|
79.9K
$2.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 12.35% |
$306K - $324K
|
168K
$4.59M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.1KNew |
$250K - $265K
|
15.1K
$413K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12K+ 10.36% |
$198K - $210K
|
127K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 0.49% |
$197K - $209K
|
2.42M
$66.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.3KNew |
$188K - $199K
|
11.3K
$309K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
10KNew |
$166K - $176K
|
10K
$273K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9.97K+ 36.69% |
$165K - $175K
|
37.1K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.6K+ 13.69% |
$126K - $133K
|
63.1K
$1.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.3K+ 23.47% |
$121K - $128K
|
38.4K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.12K+ 14.29% |
$118K - $125K
|
57K
$1.55M
|
|
|
Oct 18, 2021
Q3 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
7.06K+ 1.21% |
$117K - $124K
|
588K
$16.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 10.48% |
$114K - $121K
|
72.6K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.91K+ 3.89% |
$97.9K - $104K
|
158K
$4.31M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.9K+ 3.79% |
$97.6K - $104K
|
161K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01K+ 9.1% |
$82.9K - $87.9K
|
60K
$1.64M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.97K+ 24.21% |
$82.3K - $87.3K
|
25.5K
$696K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
4.5KNew |
$74.5K - $79K
|
4.5K
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.3K+ 2.18% |
$71.2K - $75.5K
|
201K
$5.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.22K+ 4.95% |
$69.9K - $74.1K
|
89.6K
$2.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.1K+ 4.43% |
$67.9K - $72K
|
96.7K
$2.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.99K+ 114.77% |
$66.1K - $70.1K
|
7.47K
$204K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.63K+ 59.34% |
$60.1K - $63.7K
|
9.75K
$266K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 11.43% |
$59.5K - $63.1K
|
35K
$957K
|