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 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.59K+ 19.85% |
$59.5K - $63.1K
|
21.7K
$592K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.04K+ 6.49% |
$50.4K - $53.4K
|
49.9K
$1.36M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 10.27% |
$49.1K - $52.1K
|
31.8K
$869K
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2.96K+ 8.17% |
$48.9K - $51.9K
|
39.1K
$1.07M
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
2.91K+ 1.29% |
$48.1K - $51K
|
229K
$6.25M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.67K+ 3.86% |
$44.3K - $46.9K
|
72K
$1.97M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.43KNew |
$40.3K - $42.7K
|
2.43K
$66.4K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.42K+ 17.86% |
$40.1K - $42.5K
|
16K
$436K
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
2.37K+ 12.24% |
$39.2K - $41.6K
|
21.7K
$593K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.78KNew |
$29.4K - $31.2K
|
1.78K
$48.5K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.76K+ 13.46% |
$29.1K - $30.8K
|
14.8K
$404K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.63K+ 6.2% |
$27K - $28.6K
|
27.9K
$761K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.5KNew |
$24.8K - $26.3K
|
1.5K
$41K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.15K+ 1.24% |
$19K - $20.2K
|
94K
$2.57M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 8.6% |
$18.5K - $19.7K
|
14.1K
$386K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
965+ 1.1% |
$16K - $16.9K
|
88.5K
$2.42M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
750New |
$12.4K - $13.2K
|
750
$20.5K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
733+ 1.86% |
$12.1K - $12.9K
|
40.2K
$1.1M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
585+ 1.75% |
$9.69K - $10.3K
|
34.1K
$930K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
530+ 4.81% |
$8.78K - $9.31K
|
11.5K
$315K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
512+ 3.91% |
$8.48K - $8.99K
|
13.6K
$371K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 83.33% |
$8.28K - $8.78K
|
1.1K
$30K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
400+ 1.21% |
$6.62K - $7.02K
|
33.5K
$915K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
365+ 2.31% |
$6.04K - $6.41K
|
16.1K
$441K
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
312+ 0.46% |
$5.17K - $5.48K
|
68.2K
$1.86M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
264+ 0.74% |
$4.37K - $4.64K
|
36K
$984K
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
262+ 0.74% |
$4.34K - $4.6K
|
35.8K
$978K
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
252+ 0.12% |
$4.17K - $4.43K
|
207K
$5.64M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
250+ 2.5% |
$4.14K - $4.39K
|
10.3K
$280K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
200New |
$3.31K - $3.51K
|
200
$5.46K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
175New |
$2.9K - $3.07K
|
175
$4.78K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
160+ 1.39% |
$2.65K - $2.81K
|
11.6K
$318K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
150+ 8.82% |
$2.48K - $2.63K
|
1.85K
$50.5K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
125+ 0.66% |
$2.07K - $2.2K
|
19.2K
$524K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
116+ 130.34% |
$1.92K - $2.04K
|
205
$5.6K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
89+ 0.29% |
$1.47K - $1.56K
|
30.8K
$840K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48+ 0.18% |
$795 - $843
|
26.6K
$725K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-7Closed |
$116 - $123
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-28- 17.5% |
$464 - $492
|
132
$3.6K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-50- 5.38% |
$828 - $878
|
879
$24K
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-176- 0.27% |
$2.91K - $3.09K
|
64.2K
$1.75M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-197- 1.64% |
$3.26K - $3.46K
|
11.8K
$322K
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-254- 0.3% |
$4.21K - $4.46K
|
85.2K
$2.33M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-266- 0.3% |
$4.4K - $4.67K
|
87.6K
$2.39M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-280- 18.79% |
$4.64K - $4.92K
|
1.21K
$33K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-331- 2.67% |
$5.48K - $5.81K
|
12.1K
$329K
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-488- 3.44% |
$8.08K - $8.57K
|
13.7K
$374K
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-503- 4.55% |
$8.33K - $8.83K
|
10.5K
$288K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-536- 1.72% |
$8.88K - $9.41K
|
30.6K
$836K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-650Closed |
$10.8K - $11.4K
|
0
$0
|