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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-150- 0.99% |
$2.65K - $2.84K
|
15K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-169- 44.95% |
$2.99K - $3.2K
|
207
$5.65K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-261- 1.03% |
$4.62K - $4.94K
|
25K
$682K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-270- 0.34% |
$4.78K - $5.11K
|
80.2K
$2.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-295- 0.19% |
$5.22K - $5.59K
|
157K
$4.29M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-357- 3.31% |
$6.32K - $6.76K
|
10.4K
$285K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-600- 9.09% |
$10.6K - $11.4K
|
6K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-622- 71.41% |
$11K - $11.8K
|
249
$6.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-636- 1.0% |
$11.3K - $12K
|
62.7K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-753- 0.97% |
$13.3K - $14.3K
|
76.5K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-760- 4.29% |
$13.4K - $14.4K
|
17K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-870- 0.78% |
$15.4K - $16.5K
|
111K
$3.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-982- 1.2% |
$17.4K - $18.6K
|
81.1K
$2.21M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.08K- 1.23% |
$19K - $20.4K
|
86.4K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.28K- 4.64% |
$22.6K - $24.2K
|
26.3K
$717K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.3K- 4.66% |
$22.9K - $24.5K
|
26.5K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.34K- 0.1% |
$23.7K - $25.3K
|
1.37M
$37.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.38K- 2.52% |
$24.3K - $26K
|
53.2K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.45K- 1.6% |
$25.6K - $27.4K
|
88.7K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.89% |
$27K - $28.9K
|
51.3K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 4.19% |
$27.3K - $29.3K
|
35.3K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 1.83% |
$27.6K - $29.5K
|
83.6K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 10.06% |
$29.5K - $31.5K
|
14.9K
$406K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.87K- 43.78% |
$33.1K - $35.4K
|
2.4K
$65.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 9.9% |
$34.5K - $36.9K
|
17.8K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.96K- 0.84% |
$34.7K - $37.2K
|
231K
$6.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.17K- 2.49% |
$38.4K - $41.1K
|
84.9K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 53.72% |
$39.2K - $42K
|
1.91K
$52.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 5.86% |
$41.5K - $44.5K
|
37.7K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.55K- 2.04% |
$45.1K - $48.3K
|
122K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.58K- 7.6% |
$45.6K - $48.8K
|
31.3K
$855K
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.61K- 8.74% |
$46.2K - $49.4K
|
27.2K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.64K- 7.9% |
$46.8K - $50.1K
|
30.8K
$841K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.85K- 46.22% |
$50.5K - $54K
|
3.32K
$90.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.96K- 1.22% |
$52.4K - $56.1K
|
240K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.2K- 6.39% |
$56.5K - $60.5K
|
46.8K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.34K- 13.29% |
$59.2K - $63.3K
|
21.8K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.52K- 3.25% |
$62.2K - $66.6K
|
105K
$2.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.76K- 1.56% |
$66.5K - $71.2K
|
238K
$6.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.42K- 4.3% |
$78.2K - $83.7K
|
98.3K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.48K- 1.62% |
$79.2K - $84.8K
|
271K
$7.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.51K- 2.08% |
$79.8K - $85.5K
|
212K
$5.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.85K- 2.3% |
$85.7K - $91.8K
|
206K
$5.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.85K- 55.95% |
$85.8K - $91.9K
|
3.82K
$104K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-5K- 3.7% |
$88.5K - $94.7K
|
130K
$3.55M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-5K- 3.7% |
$88.5K - $94.7K
|
130K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-5.02K- 2.23% |
$88.8K - $95K
|
220K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.31K- 5.69% |
$94K - $101K
|
88K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.33K- 20.25% |
$94.2K - $101K
|
21K
$573K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-5.38K- 29.48% |
$95.2K - $102K
|
12.9K
$351K
|