Purchases and Sales Made in Q3 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 2.37% |
$113K - $121K
|
276K
$7.73M
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.37K+ 1.3% |
$113K - $121K
|
496K
$13.9M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.17K+ 5.04% |
$109K - $117K
|
129K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.05K+ 3.7% |
$107K - $114K
|
170K
$4.74M
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.42K+ 8.9% |
$95.9K - $103K
|
66.3K
$1.85M
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.43K+ 32.15% |
$78.3K - $83.8K
|
18.2K
$509K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.23K+ 12.97% |
$74.9K - $80.2K
|
36.9K
$1.03M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.15K+ 15.04% |
$73.4K - $78.6K
|
31.8K
$888K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$112K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.72K+ 34.92% |
$65.8K - $70.4K
|
14.4K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.54K+ 14.11% |
$62.6K - $67K
|
28.6K
$800K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.34K+ 3.15% |
$59.1K - $63.3K
|
110K
$3.06M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.98K+ 3.44% |
$52.6K - $56.3K
|
89.6K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.95K+ 6.62% |
$52.2K - $55.9K
|
47.5K
$1.33M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.71KNew |
$48K - $51.4K
|
2.71K
$75.8K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.14KNew |
$37.8K - $40.4K
|
2.14K
$59.7K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 1.22% |
$37.1K - $39.7K
|
174K
$4.86M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.02K+ 3.7% |
$35.7K - $38.2K
|
56.5K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.97K+ 3.86% |
$34.8K - $37.3K
|
53K
$1.48M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.78K+ 1.26% |
$31.6K - $33.8K
|
143K
$4.01M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.6% |
$29.5K - $31.6K
|
65.9K
$1.84M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.5K+ 9.31% |
$26.5K - $28.4K
|
17.6K
$492K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.44K+ 8.56% |
$25.4K - $27.2K
|
18.2K
$509K
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.08K+ 4.42% |
$19K - $20.4K
|
25.4K
$711K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01K+ 1.49% |
$17.8K - $19K
|
68.6K
$1.92M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
950New |
$16.8K - $18K
|
950
$26.6K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
849+ 1.66% |
$15K - $16.1K
|
51.9K
$1.45M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$11.4K - $12.2K
|
645
$18K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
630+ 0.77% |
$11.1K - $11.9K
|
82.1K
$2.29M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
558New |
$9.87K - $10.6K
|
558
$15.6K
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
520+ 1.76% |
$9.2K - $9.85K
|
30K
$839K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 4.76% |
$7.96K - $8.52K
|
9.89K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 4.76% |
$7.96K - $8.52K
|
9.89K
$277K
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
406+ 0.94% |
$7.18K - $7.69K
|
43.6K
$1.22M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
399+ 0.57% |
$7.06K - $7.56K
|
70.1K
$1.96M
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
300+ 258.62% |
$5.31K - $5.68K
|
416
$11.6K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276+ 12.85% |
$4.88K - $5.23K
|
2.42K
$67.8K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
231+ 0.35% |
$4.09K - $4.38K
|
66.6K
$1.86M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
119+ 0.62% |
$2.11K - $2.25K
|
19.3K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
109+ 0.46% |
$1.93K - $2.06K
|
23.8K
$664K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.77K - $1.89K
|
100
$2.8K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89New |
$1.57K - $1.69K
|
89
$2.49K
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
50+ 0.04% |
$885 - $947
|
142K
$3.96M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$53.1 - $56.8
|
3
$83.9
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$159 - $170
|
62.4K
$1.74M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-14- 0.14% |
$248 - $265
|
10K
$280K
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-70- 0.37% |
$1.24K - $1.33K
|
18.7K
$524K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-73- 4.64% |
$1.29K - $1.38K
|
1.5K
$41.9K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-125- 1.75% |
$2.21K - $2.37K
|
7.01K
$196K
|