Purchases and Sales Made in Q3 2022 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q3 2022. 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 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-710- 1.83% |
$11.1K - $12.3K
|
38.1K
$1.04M
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-824- 5.09% |
$12.8K - $14.3K
|
15.4K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-856- 14.29% |
$13.3K - $14.8K
|
5.13K
$140K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-900- 1.1% |
$14K - $15.6K
|
81K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-965- 5.45% |
$15K - $16.7K
|
16.8K
$457K
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.01K- 1.28% |
$15.8K - $17.5K
|
78.1K
$2.13M
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-1.08K- 22.25% |
$16.8K - $18.7K
|
3.78K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22K- 5.29% |
$19K - $21.1K
|
21.9K
$597K
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.26K- 3.93% |
$19.6K - $21.8K
|
30.8K
$840K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.38K- 1.48% |
$21.5K - $23.9K
|
92.1K
$2.52M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.84K- 2.56% |
$28.7K - $31.8K
|
70.1K
$1.91M
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.16K- 5.14% |
$33.6K - $37.3K
|
39.7K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.19K- 5.15% |
$34.1K - $37.9K
|
40.4K
$1.1M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.69K- 8.25% |
$41.9K - $46.6K
|
29.9K
$817K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.74K- 7.13% |
$42.6K - $47.3K
|
35.6K
$972K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.79K- 7.3% |
$43.4K - $48.2K
|
35.4K
$966K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.85K- 0.69% |
$44.3K - $49.3K
|
408K
$11.1M
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.86K- 4.83% |
$44.5K - $49.4K
|
56.2K
$1.53M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.05K- 13.83% |
$47.5K - $52.8K
|
19K
$519K
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-3.27K- 9.0% |
$50.9K - $56.6K
|
33.1K
$902K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.46K- 5.91% |
$53.8K - $59.8K
|
55.1K
$1.5M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.15K- 13.12% |
$64.6K - $71.8K
|
27.5K
$750K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.46K- 22.96% |
$69.4K - $77.2K
|
15K
$408K
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.35K- 2.15% |
$83.3K - $92.6K
|
244K
$6.66M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.5KClosed |
$85.7K - $95.2K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.83K- 4.76% |
$106K - $118K
|
137K
$3.73M
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6.95K- 10.75% |
$108K - $120K
|
57.7K
$1.57M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.99K- 14.83% |
$124K - $138K
|
45.9K
$1.25M
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-9.43K- 1.56% |
$147K - $163K
|
597K
$16.3M
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 6.67% |
$156K - $173K
|
140K
$3.82M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 45.84% |
$172K - $191K
|
13K
$356K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.8K- 9.57% |
$184K - $205K
|
112K
$3.05M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.8K- 12.95% |
$200K - $222K
|
86.4K
$2.36M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15K- 16.05% |
$233K - $259K
|
78.4K
$2.14M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-15.1KClosed |
$235K - $261K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16K- 20.69% |
$249K - $277K
|
61.4K
$1.68M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-16.6K- 1.36% |
$258K - $287K
|
1.21M
$33M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 42.1% |
$295K - $328K
|
26K
$711K
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-20.1K- 13.37% |
$314K - $348K
|
130K
$3.56M
|
|
Oct 19, 2022
Q3 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-23.6K- 3.37% |
$367K - $408K
|
676K
$18.5M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-32.9K- 37.71% |
$513K - $570K
|
54.4K
$1.48M
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-45.3K- 18.93% |
$705K - $783K
|
194K
$5.29M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-49.4K- 50.86% |
$770K - $855K
|
47.8K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-50.9K- 26.5% |
$793K - $881K
|
141K
$3.86M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-52.1K- 93.69% |
$811K - $901K
|
3.51K
$95.7K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53.9K- 63.22% |
$840K - $933K
|
31.4K
$857K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-59.8K- 70.81% |
$931K - $1.03M
|
24.7K
$673K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-68.1K- 15.56% |
$1.06M - $1.18M
|
370K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-69K- 67.31% |
$1.08M - $1.19M
|
33.5K
$915K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73.5K- 57.59% |
$1.14M - $1.27M
|
54.1K
$1.48M
|