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 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.83K- 13.23% |
$103K - $110K
|
38.2K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-5.85K- 0.98% |
$104K - $111K
|
593K
$16.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.9K- 15.13% |
$122K - $131K
|
38.7K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-7.12K- 7.94% |
$126K - $135K
|
82.6K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-7.21K- 21.32% |
$128K - $137K
|
26.6K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.65K- 3.27% |
$135K - $145K
|
226K
$6.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-8K- 21.42% |
$142K - $152K
|
29.3K
$820K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-9.3K- 10.11% |
$164K - $176K
|
82.7K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.73K- 0.98% |
$172K - $184K
|
987K
$27.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-9.89K- 84.45% |
$175K - $187K
|
1.82K
$50.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 10.84% |
$191K - $205K
|
88.8K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-11K- 19.56% |
$195K - $208K
|
45.2K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 8.4% |
$205K - $220K
|
127K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-12.2K- 50.47% |
$215K - $230K
|
11.9K
$334K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-12.8K- 33.35% |
$226K - $242K
|
25.6K
$715K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.3K- 40.14% |
$235K - $252K
|
19.8K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.2K- 12.6% |
$287K - $307K
|
112K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 20.64% |
$305K - $326K
|
66.3K
$1.85M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.3K- 17.5% |
$307K - $328K
|
81.7K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-18.8K- 50.0% |
$333K - $357K
|
18.8K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-34.3K- 19.69% |
$606K - $649K
|
140K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-35.3K- 42.56% |
$625K - $669K
|
47.7K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.4K- 11.9% |
$662K - $708K
|
277K
$7.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.7K- 54.85% |
$666K - $713K
|
31K
$867K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-37.9K- 53.28% |
$671K - $718K
|
33.3K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-43.2K- 53.23% |
$765K - $819K
|
38K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-52.3K- 7.47% |
$925K - $991K
|
648K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-54K- 13.16% |
$956K - $1.02M
|
357K
$9.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90K- 3.73% |
$1.59M - $1.7M
|
2.32M
$65M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-95.7K- 59.99% |
$1.69M - $1.81M
|
63.9K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-112K- 50.78% |
$1.97M - $2.11M
|
108K
$3.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-209K- 31.08% |
$3.71M - $3.97M
|
464K
$13M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-286K- 29.09% |
$5.06M - $5.42M
|
697K
$19.5M
|