Latest Institutional Transactions on Abrdn Gold ETF Trust (SGOL)
This table provides information on the latest institutional transactions involving Abrdn Gold ETF Trust (SGOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
600+ 3.65% |
$14.7K - $16K
|
17K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465New |
$11.4K - $12.4K
|
465
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
554+ 0.9% |
$13.6K - $14.7K
|
62.4K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
575+ 0.63% |
$14.1K - $15.3K
|
91.9K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 8.43% |
$36.7K - $39.9K
|
19.3K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
15.7KNew |
$384K - $418K
|
15.7K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.06% |
$978 - $1.06K
|
65.3K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
275+ 2.61% |
$6.73K - $7.32K
|
10.8K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
23.9K+ 30.47% |
$585K - $636K
|
102K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
801+ 1.48% |
$19.6K - $21.3K
|
55K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.6K+ 18.2% |
$308K - $336K
|
81.9K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
14.3K+ 141.09% |
$349K - $379K
|
24.4K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-900- 7.86% |
$22K - $24K
|
10.6K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.15K- 6.49% |
$28.1K - $30.6K
|
16.6K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.8K+ 121.22% |
$559K - $608K
|
41.7K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.96K- 1.05% |
$47.9K - $52.2K
|
184K
$4.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.9K+ 6.39% |
$486K - $528K
|
330K
$8.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-90- 0.29% |
$2.2K - $2.4K
|
31.5K
$811K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-12.9K- 20.82% |
$316K - $343K
|
49.1K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3+ 0.0% |
$73.4 - $79.9
|
62K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.42% |
$1.39K - $1.52K
|
13.5K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-830- 1.0% |
$20.3K - $22.1K
|
82.1K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-3.91K- 0.8% |
$95.6K - $104K
|
484K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
43.9KNew |
$1.07M - $1.17M
|
43.9K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.37K+ 11.06% |
$131K - $143K
|
53.9K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-131- 3.72% |
$3.2K - $3.49K
|
3.39K
$87.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-958- 4.99% |
$23.4K - $25.5K
|
18.3K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.32K+ 1.51% |
$81.3K - $88.5K
|
224K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-29.7K- 23.32% |
$727K - $791K
|
97.7K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14K+ 54.88% |
$342K - $372K
|
39.4K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 1.48% |
$4.79K - $5.22K
|
13.5K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.61K+ 1.97% |
$137K - $149K
|
290K
$7.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 2.81% |
$57.9K - $63K
|
86.4K
$2.23M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
100+ 0.12% |
$2.45K - $2.66K
|
83.4K
$2.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.58K- 13.45% |
$234K - $255K
|
61.6K
$1.59M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
370New |
$9.05K - $9.85K
|
370
$9.53K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 42.86% |
$147 - $160
|
8
$206
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
706K+ 393.29% |
$15.7M - $18M
|
886K
$22.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.82KNew |
$219K - $251K
|
9.82K
$253K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 22.96% |
$352K - $403K
|
84.6K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-494- 0.49% |
$11K - $12.6K
|
100K
$2.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-52Closed |
$1.16K - $1.33K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.25KNew |
$206K - $236K
|
9.25K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 66.86% |
$45.6K - $52.3K
|
5.12K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.95K- 12.5% |
$110K - $126K
|
34.7K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 0.47% |
$29.5K - $33.8K
|
280K
$7.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-833- 3.65% |
$18.5K - $21.2K
|
22K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 8.47% |
$31.6K - $36.2K
|
18.2K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 7.51% |
$164K - $187K
|
105K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.3K+ 16.1% |
$451K - $517K
|
146K
$3.77M
|
|