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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 0.53% |
$2.15K - $2.34K
|
16.7K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
70+ 0.48% |
$1.71K - $1.86K
|
14.6K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
63+ 0.46% |
$1.54K - $1.68K
|
13.7K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.42% |
$1.39K - $1.52K
|
13.5K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
38+ 0.23% |
$929 - $1.01K
|
16.8K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3+ 0.0% |
$73.4 - $79.9
|
62K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 42.86% |
$147 - $160
|
8
$253
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.06% |
$978 - $1.06K
|
65.3K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-48- 0.02% |
$1.17K - $1.28K
|
230K
$7.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-90- 0.29% |
$2.2K - $2.4K
|
31.5K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-97- 0.43% |
$2.37K - $2.58K
|
22.5K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.18% |
$2.45K - $2.66K
|
54.6K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-125- 1.12% |
$3.06K - $3.33K
|
11K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-131- 3.72% |
$3.2K - $3.49K
|
3.39K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-139- 0.33% |
$3.4K - $3.7K
|
42.4K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-170- 0.13% |
$4.16K - $4.53K
|
127K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-199Closed |
$4.87K - $5.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 0.63% |
$4.89K - $5.32K
|
31.7K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-224- 1.41% |
$5.48K - $5.96K
|
15.7K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-250- 2.38% |
$6.12K - $6.66K
|
10.3K
$325K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-281- 0.2% |
$6.87K - $7.48K
|
142K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-296- 0.92% |
$7.24K - $7.88K
|
31.9K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-305- 1.64% |
$7.46K - $8.12K
|
18.3K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-349- 1.73% |
$8.54K - $9.29K
|
19.9K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-379- 8.41% |
$9.27K - $10.1K
|
4.13K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-423- 4.58% |
$10.3K - $11.3K
|
8.82K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-500- 4.39% |
$12.2K - $13.3K
|
10.9K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-500- 4.25% |
$12.2K - $13.3K
|
11.3K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-506- 1.65% |
$12.4K - $13.5K
|
30.2K
$958K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-560- 3.29% |
$13.7K - $14.9K
|
16.5K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-570- 1.77% |
$13.9K - $15.2K
|
31.6K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-662- 3.01% |
$16.2K - $17.6K
|
21.3K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-685- 21.24% |
$16.8K - $18.2K
|
2.54K
$80.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-703- 1.1% |
$17.2K - $18.7K
|
63.1K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-753- 1.34% |
$18.4K - $20K
|
55.6K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-830- 1.0% |
$20.3K - $22.1K
|
82.1K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-835- 20.88% |
$20.4K - $22.2K
|
3.17K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-846- 3.95% |
$20.7K - $22.5K
|
20.6K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-900- 7.86% |
$22K - $24K
|
10.6K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-955- 1.53% |
$23.4K - $25.4K
|
61.4K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-958- 4.99% |
$23.4K - $25.5K
|
18.3K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.03K- 5.13% |
$25.2K - $27.4K
|
19.1K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.05K- 43.57% |
$25.6K - $27.8K
|
1.36K
$42.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 2.29% |
$26.1K - $28.4K
|
45.5K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.15K- 6.49% |
$28.1K - $30.6K
|
16.6K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.26K- 4.19% |
$30.8K - $33.5K
|
28.8K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 1.33% |
$31.1K - $33.9K
|
94.5K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.28K- 3.16% |
$31.3K - $34.1K
|
39.2K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.36K- 4.8% |
$33.2K - $36.1K
|
26.9K
$853K
|