Purchases and Sales Made in Q4 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 2024. 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 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.37K+ 11.06% |
$131K - $143K
|
53.9K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.15K+ 2.34% |
$126K - $137K
|
225K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.83K+ 10.6% |
$118K - $129K
|
50.4K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.57K+ 43.79% |
$112K - $122K
|
15K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.46K+ 239.32% |
$109K - $119K
|
6.33K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.29K+ 11.92% |
$105K - $114K
|
40.3K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.87K+ 8.25% |
$94.8K - $103K
|
50.8K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.65K+ 39.42% |
$89.3K - $97.2K
|
12.9K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.32K+ 1.51% |
$81.3K - $88.5K
|
224K
$6.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.22KNew |
$78.9K - $85.8K
|
3.22K
$88K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.63K+ 13.47% |
$64.2K - $69.9K
|
22.1K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.57K+ 0.95% |
$62.7K - $68.3K
|
271K
$7.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.37K+ 11.07% |
$57.9K - $63K
|
23.8K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 2.81% |
$57.9K - $63K
|
86.4K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.85KNew |
$45.2K - $49.2K
|
1.85K
$50.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.77K+ 0.6% |
$43.3K - $47.1K
|
299K
$8.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.53K+ 15.54% |
$37.3K - $40.6K
|
11.3K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 8.43% |
$36.7K - $39.9K
|
19.3K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.35K+ 10.29% |
$33K - $35.9K
|
14.5K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.3K+ 11.84% |
$31.9K - $34.7K
|
12.3K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 99.1% |
$29.6K - $32.2K
|
2.43K
$66.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
804+ 1.48% |
$19.7K - $21.4K
|
55.1K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
801+ 1.48% |
$19.6K - $21.3K
|
55K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
722+ 5.16% |
$17.7K - $19.2K
|
14.7K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
600+ 3.65% |
$14.7K - $16K
|
17K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
575+ 0.63% |
$14.1K - $15.3K
|
91.9K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
554+ 0.9% |
$13.6K - $14.7K
|
62.4K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465New |
$11.4K - $12.4K
|
465
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
419New |
$10.2K - $11.2K
|
419
$11.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
370New |
$9.05K - $9.85K
|
370
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
370+ 0.61% |
$9.05K - $9.85K
|
60.7K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
275+ 2.61% |
$6.73K - $7.32K
|
10.8K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
202New |
$4.94K - $5.38K
|
202
$5.51K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 1.48% |
$4.79K - $5.22K
|
13.5K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
129+ 0.59% |
$3.16K - $3.43K
|
22.1K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
123+ 4.54% |
$3.01K - $3.27K
|
2.84K
$77.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
101+ 0.23% |
$2.47K - $2.69K
|
44.2K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100+ 370.37% |
$2.45K - $2.66K
|
127
$3.47K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
100+ 0.12% |
$2.45K - $2.66K
|
83.4K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
96+ 0.06% |
$2.35K - $2.56K
|
152K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
70+ 0.48% |
$1.71K - $1.86K
|
14.6K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
63+ 0.46% |
$1.54K - $1.68K
|
13.7K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.42% |
$1.39K - $1.52K
|
13.5K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3+ 0.0% |
$73.4 - $79.9
|
62K
$1.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 42.86% |
$147 - $160
|
8
$218
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.06% |
$978 - $1.06K
|
65.3K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-48- 0.02% |
$1.17K - $1.28K
|
230K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-90- 0.29% |
$2.2K - $2.4K
|
31.5K
$859K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.18% |
$2.45K - $2.66K
|
54.6K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-125- 1.12% |
$3.06K - $3.33K
|
11K
$301K
|