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 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.99K- 2.09% |
$52.1K - $59.5K
|
140K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.02K- 1.11% |
$52.5K - $60K
|
268K
$7.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.02K- 27.45% |
$52.6K - $60K
|
7.99K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.11K- 2.97% |
$54.1K - $61.8K
|
102K
$2.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.59K- 11.46% |
$62.4K - $71.3K
|
27.7K
$757K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.62K- 16.81% |
$63K - $71.9K
|
17.9K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.15K- 3.93% |
$72.2K - $82.4K
|
101K
$2.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.47K- 5.57% |
$77.8K - $88.8K
|
75.8K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.83K- 18.16% |
$84.1K - $96K
|
21.8K
$594K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.86K- 8.09% |
$84.6K - $96.5K
|
55.2K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5K- 11.06% |
$87.1K - $99.4K
|
40.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-5.05K- 16.82% |
$87.9K - $100K
|
25K
$682K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-5.5K- 3.88% |
$95.8K - $109K
|
136K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-5.59K- 6.76% |
$97.2K - $111K
|
77K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.76K- 3.16% |
$100K - $114K
|
177K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.79K- 11.29% |
$101K - $115K
|
45.5K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.88K- 19.09% |
$102K - $117K
|
24.9K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.98K- 7.32% |
$104K - $119K
|
75.8K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-5.98K- 1.42% |
$104K - $119K
|
417K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.6K- 7.43% |
$115K - $131K
|
82.2K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.79K- 10.29% |
$118K - $135K
|
59.1K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.7K- 3.53% |
$134K - $153K
|
211K
$5.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8.26K- 3.89% |
$144K - $164K
|
204K
$5.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-8.45K- 10.42% |
$147K - $168K
|
72.7K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.43K- 1.9% |
$164K - $187K
|
486K
$13.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.87K- 6.59% |
$172K - $196K
|
140K
$3.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11.1K- 30.67% |
$194K - $221K
|
25.2K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.6K- 21.9% |
$202K - $230K
|
41.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.3K- 2.6% |
$214K - $244K
|
461K
$12.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.5K- 4.59% |
$217K - $248K
|
259K
$7.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-12.6K- 1.85% |
$219K - $250K
|
666K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-12.7K- 15.43% |
$220K - $252K
|
69.4K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.8K- 12.28% |
$240K - $274K
|
98.6K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 0.7% |
$301K - $344K
|
2.45M
$66.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-18K- 14.71% |
$313K - $357K
|
104K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-18.7K- 3.15% |
$325K - $371K
|
574K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-24.4K- 17.49% |
$425K - $486K
|
115K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.2K- 27.95% |
$526K - $601K
|
78K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.7K- 89.72% |
$552K - $630K
|
3.63K
$99.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.7K- 15.35% |
$604K - $690K
|
191K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.5K- 3.91% |
$932K - $1.06M
|
1.32M
$36M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.7K- 44.15% |
$935K - $1.07M
|
67.9K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-60K- 8.78% |
$1.04M - $1.19M
|
623K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-65.2K- 10.07% |
$1.13M - $1.3M
|
582K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-69.6K- 4.39% |
$1.21M - $1.38M
|
1.52M
$41.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-70.6K- 9.85% |
$1.23M - $1.4M
|
646K
$17.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-73.6K- 82.21% |
$1.28M - $1.46M
|
15.9K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-74.2K- 57.69% |
$1.29M - $1.48M
|
54.4K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-75.5K- 21.17% |
$1.31M - $1.5M
|
281K
$7.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105K- 10.66% |
$1.83M - $2.09M
|
882K
$24.1M
|