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 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.22KNew |
$78.9K - $85.8K
|
3.22K
$93.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.63K+ 13.47% |
$64.2K - $69.9K
|
22.1K
$640K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.57K+ 0.95% |
$62.7K - $68.3K
|
271K
$7.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.37K+ 11.07% |
$57.9K - $63K
|
23.8K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 2.81% |
$57.9K - $63K
|
86.4K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.36K+ 0.44% |
$57.8K - $62.9K
|
541K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 3.55% |
$54.7K - $59.5K
|
65.2K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.21K+ 27.25% |
$54.1K - $58.9K
|
10.3K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.16K+ 20.55% |
$52.8K - $57.5K
|
12.7K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.85KNew |
$45.2K - $49.2K
|
1.85K
$53.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.77K+ 0.6% |
$43.3K - $47.1K
|
299K
$8.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.72KNew |
$42.1K - $45.9K
|
1.72K
$49.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.68K+ 0.75% |
$41.1K - $44.8K
|
226K
$6.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.53K+ 15.54% |
$37.3K - $40.6K
|
11.3K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 8.43% |
$36.7K - $39.9K
|
19.3K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.35K+ 10.29% |
$33K - $35.9K
|
14.5K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34KNew |
$32.7K - $35.6K
|
1.34K
$38.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.3K+ 11.84% |
$31.9K - $34.7K
|
12.3K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 99.1% |
$29.6K - $32.2K
|
2.43K
$70.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.2KNew |
$29.2K - $31.8K
|
1.2K
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09K+ 1.29% |
$26.5K - $28.9K
|
84.9K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
804+ 1.48% |
$19.7K - $21.4K
|
55.1K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
801+ 1.48% |
$19.6K - $21.3K
|
55K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
722+ 5.16% |
$17.7K - $19.2K
|
14.7K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
620+ 1.35% |
$15.2K - $16.5K
|
46.4K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
618+ 0.69% |
$15.1K - $16.5K
|
89.9K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
600+ 3.65% |
$14.7K - $16K
|
17K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
575+ 0.63% |
$14.1K - $15.3K
|
91.9K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
554+ 0.9% |
$13.6K - $14.7K
|
62.4K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
520+ 0.49% |
$12.7K - $13.8K
|
106K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465New |
$11.4K - $12.4K
|
465
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
419New |
$10.2K - $11.2K
|
419
$12.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
388+ 1.76% |
$9.49K - $10.3K
|
22.5K
$651K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
370New |
$9.05K - $9.85K
|
370
$10.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
370+ 0.61% |
$9.05K - $9.85K
|
60.7K
$1.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
294+ 25.34% |
$7.19K - $7.83K
|
1.45K
$42.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
275+ 2.61% |
$6.73K - $7.32K
|
10.8K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
202New |
$4.94K - $5.38K
|
202
$5.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 1.48% |
$4.79K - $5.22K
|
13.5K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
185+ 12.33% |
$4.53K - $4.92K
|
1.69K
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
160+ 0.39% |
$3.91K - $4.26K
|
40.7K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
129+ 0.59% |
$3.16K - $3.43K
|
22.1K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
123+ 4.54% |
$3.01K - $3.27K
|
2.84K
$82.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
101+ 0.23% |
$2.47K - $2.69K
|
44.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100+ 370.37% |
$2.45K - $2.66K
|
127
$3.68K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
100New |
$2.45K - $2.66K
|
100
$2.9K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
100+ 0.12% |
$2.45K - $2.66K
|
83.4K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
96+ 0.06% |
$2.35K - $2.56K
|
152K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 0.53% |
$2.15K - $2.34K
|
16.7K
$485K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
70+ 0.48% |
$1.71K - $1.86K
|
14.6K
$422K
|