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 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.67K- 2.0% |
$40.8K - $44.4K
|
81.5K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.81K- 17.63% |
$44.2K - $48K
|
8.43K
$240K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.83K- 5.88% |
$44.6K - $48.6K
|
29.2K
$833K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.96K- 1.05% |
$47.9K - $52.2K
|
184K
$5.25M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.39K- 18.29% |
$58.5K - $63.7K
|
10.7K
$304K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.86K- 1.85% |
$70K - $76.2K
|
152K
$4.33M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.07K- 1.17% |
$75K - $81.6K
|
259K
$7.39M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.08K- 16.74% |
$75.4K - $82.1K
|
15.3K
$437K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.18K- 6.07% |
$77.7K - $84.6K
|
49.1K
$1.4M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.48K- 3.64% |
$85K - $92.5K
|
91.9K
$2.62M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.49K- 11.87% |
$85.3K - $92.9K
|
25.9K
$738K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.5K- 29.17% |
$85.6K - $93.2K
|
8.5K
$242K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-3.91K- 0.8% |
$95.6K - $104K
|
484K
$13.8M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.92K- 1.04% |
$95.9K - $104K
|
372K
$10.6M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.32K- 1.05% |
$106K - $115K
|
408K
$11.6M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4.34K- 11.74% |
$106K - $115K
|
32.6K
$928K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.69K- 9.02% |
$139K - $151K
|
57.4K
$1.63M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.63K- 1.4% |
$162K - $177K
|
467K
$13.3M
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.37K- 1.84% |
$205K - $223K
|
447K
$12.7M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.58K- 13.45% |
$234K - $255K
|
61.6K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-10.5K- 42.8% |
$257K - $280K
|
14K
$400K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7K- 16.27% |
$309K - $337K
|
65.1K
$1.85M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-12.9K- 20.82% |
$316K - $343K
|
49.1K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-13.3K- 15.53% |
$326K - $355K
|
72.4K
$2.06M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-14.4K- 56.52% |
$353K - $384K
|
11.1K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-15.6K- 27.22% |
$381K - $415K
|
41.6K
$1.19M
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-17.7K- 17.78% |
$432K - $471K
|
81.8K
$2.33M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-19.5K- 66.2% |
$477K - $520K
|
9.97K
$284K
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-21.4K- 2.88% |
$522K - $569K
|
720K
$20.5M
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-22.5K- 9.9% |
$550K - $598K
|
205K
$5.83M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25K- 4.11% |
$610K - $664K
|
582K
$16.6M
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-25.7K- 8.17% |
$630K - $685K
|
289K
$8.24M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.7K- 11.73% |
$677K - $737K
|
208K
$5.93M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-29.7K- 23.32% |
$727K - $791K
|
97.7K
$2.78M
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-31.4K- 4.89% |
$768K - $836K
|
610K
$17.4M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 1.78% |
$875K - $952K
|
1.97M
$56.2M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-36.9K- 6.34% |
$902K - $982K
|
545K
$15.5M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-37.2K- 4.01% |
$911K - $991K
|
892K
$25.4M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38.2K- 54.65% |
$935K - $1.02M
|
31.7K
$904K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-39K- 35.41% |
$954K - $1.04M
|
71.1K
$2.03M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-41.6K- 6.74% |
$1.02M - $1.11M
|
575K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-49.6K- 13.26% |
$1.21M - $1.32M
|
324K
$9.24M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-63.4K- 28.19% |
$1.55M - $1.69M
|
161K
$4.6M
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-82.8K- 22.26% |
$2.03M - $2.21M
|
289K
$8.24M
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-86.4K- 32.07% |
$2.11M - $2.3M
|
183K
$5.21M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.4K- 4.23% |
$2.16M - $2.35M
|
2M
$57M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-98.8K- 47.66% |
$2.42M - $2.63M
|
109K
$3.09M
|
|
Jan 30, 2025
Q4 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-128K- 22.21% |
$3.12M - $3.4M
|
447K
$12.7M
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-169K- 31.95% |
$4.13M - $4.5M
|
360K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-183K- 30.04% |
$4.46M - $4.86M
|
425K
$12.1M
|