Purchases and Sales Made in Q4 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
805KNew |
$14M - $16M
|
805K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
450K+ 15.72% |
$7.83M - $8.94M
|
3.31M
$81M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
285K+ 751.51% |
$4.97M - $5.67M
|
323K
$7.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
280KNew |
$4.87M - $5.56M
|
280K
$6.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
240KNew |
$4.18M - $4.77M
|
240K
$5.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
201KNew |
$3.51M - $4M
|
201K
$4.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
193KNew |
$3.37M - $3.84M
|
193K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
193KNew |
$3.37M - $3.84M
|
193K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
119K+ 358.18% |
$2.07M - $2.37M
|
152K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
112KNew |
$1.95M - $2.23M
|
112K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
108K+ 23.16% |
$1.87M - $2.14M
|
572K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
105KNew |
$1.82M - $2.08M
|
105K
$2.56M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
97.6KNew |
$1.7M - $1.94M
|
97.6K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
83.4KNew |
$1.45M - $1.66M
|
83.4K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79.9K+ 198.63% |
$1.39M - $1.59M
|
120K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.4K+ 45.65% |
$1.38M - $1.58M
|
253K
$6.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
76KNew |
$1.32M - $1.51M
|
76K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.9K+ 19.99% |
$1.32M - $1.51M
|
456K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
74.7K+ 64.08% |
$1.3M - $1.48M
|
191K
$4.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.7K+ 5.55% |
$1.28M - $1.46M
|
1.4M
$34.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
68.3KNew |
$1.19M - $1.36M
|
68.3K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
67.6KNew |
$1.18M - $1.34M
|
67.6K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.8K+ 174.16% |
$867K - $990K
|
78.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.9KNew |
$852K - $973K
|
48.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.7K+ 10.0% |
$795K - $907K
|
502K
$12.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
43.3KNew |
$754K - $861K
|
43.3K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
41.8KNew |
$728K - $831K
|
41.8K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
41KNew |
$713K - $814K
|
41K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.9KNew |
$678K - $774K
|
38.9K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.9KNew |
$642K - $732K
|
36.9K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
36.5KNew |
$635K - $725K
|
36.5K
$892K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34.8K+ 5.25% |
$606K - $692K
|
698K
$17.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.1KNew |
$558K - $637K
|
32.1K
$784K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 49.68% |
$516K - $589K
|
89.3K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4KNew |
$512K - $584K
|
29.4K
$719K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
27.5KNew |
$479K - $546K
|
27.5K
$673K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.5KNew |
$462K - $527K
|
26.5K
$649K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
26.3KNew |
$458K - $523K
|
26.3K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
25.6KNew |
$445K - $508K
|
25.6K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 3.0% |
$428K - $488K
|
843K
$20.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
24.2K+ 729.65% |
$422K - $481K
|
27.5K
$674K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
23.7KNew |
$413K - $471K
|
23.7K
$580K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.1KNew |
$385K - $440K
|
22.1K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$352K - $402K
|
20.2K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.2KNew |
$352K - $402K
|
20.2K
$494K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19KNew |
$331K - $378K
|
19K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 3.05% |
$304K - $348K
|
591K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.5K+ 6.31% |
$304K - $347K
|
294K
$7.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17K+ 149.78% |
$295K - $337K
|
28.3K
$692K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.2KNew |
$264K - $301K
|
15.2K
$371K
|