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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
76.5KNew |
$1.4M - $1.5M
|
76.5K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3- 0.01% |
$54.8 - $58.9
|
35.2K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3KNew |
$826K - $889K
|
45.3K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49KNew |
$894K - $962K
|
49K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 7.25% |
$183 - $196
|
128
$4.07K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
111New |
$2.03K - $2.18K
|
111
$3.53K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
4.12K+ 76.21% |
$75.2K - $80.9K
|
9.53K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
25.2K+ 171.98% |
$460K - $495K
|
39.9K
$1.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
15KNew |
$274K - $294K
|
15K
$477K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-107KClosed |
$1.85M - $2.04M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
64.2KNew |
$1.11M - $1.23M
|
64.2K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15.4K- 8.05% |
$268K - $295K
|
176K
$5.61M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-47- 8.44% |
$815 - $899
|
510
$16.2K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.4K- 13.68% |
$41.6K - $45.9K
|
15.1K
$481K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.87K- 2.72% |
$49.7K - $54.9K
|
103K
$3.26M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.1KNew |
$175K - $193K
|
10.1K
$321K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$25.2K - $27.9K
|
1.46K
$46.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.46K- 96.29% |
$94.6K - $104K
|
210
$6.68K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.95K- 24.6% |
$121K - $133K
|
21.3K
$677K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66New |
$1.03K - $1.15K
|
66
$2.1K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.74KNew |
$58.2K - $65.3K
|
3.74K
$119K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.8KNew |
$324K - $363K
|
20.8K
$661K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
200New |
$3.12K - $3.49K
|
200
$6.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-495K- 94.28% |
$7.71M - $8.64M
|
30K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.34KNew |
$52K - $58.3K
|
3.34K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.37KNew |
$21.4K - $24K
|
1.37K
$43.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.47K- 84.48% |
$22.9K - $25.7K
|
270
$8.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.12K+ 21.76% |
$17.4K - $19.5K
|
6.25K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
388KNew |
$6.05M - $6.78M
|
388K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
350New |
$5.45K - $6.11K
|
350
$11.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-900Closed |
$14K - $15.7K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-22.5K- 68.0% |
$350K - $393K
|
10.6K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
41.3KNew |
$643K - $721K
|
41.3K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3KNew |
$46.7K - $52.4K
|
3K
$95.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$3.12K - $3.49K
|
200
$6.36K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
10KNew |
$156K - $175K
|
10K
$319K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 23.56% |
$826 - $926
|
172
$5.47K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.73KNew |
$27K - $30.3K
|
1.73K
$55.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.27K- 8.2% |
$35.4K - $39.7K
|
25.4K
$808K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-30- 0.3% |
$467 - $524
|
10.1K
$321K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
77New |
$1.2K - $1.35K
|
77
$2.45K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.35KNew |
$21K - $23.6K
|
1.35K
$42.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
256New |
$3.99K - $4.47K
|
256
$8.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
850New |
$13.2K - $14.8K
|
850
$27K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.5KNew |
$195K - $218K
|
12.5K
$397K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-15.1KClosed |
$235K - $261K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-350- 1.74% |
$5.45K - $6.06K
|
19.8K
$630K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
30KNew |
$468K - $520K
|
30K
$955K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
123KNew |
$1.91M - $2.13M
|
123K
$3.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
14KNew |
$218K - $242K
|
14K
$445K
|
|