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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16KNew |
$273K - $318K
|
16K
$391K
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$1.71K - $1.99K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75Closed |
$1.28K - $1.49K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24Closed |
$409 - $476
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.63KClosed |
$25K - $27.9K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.3KClosed |
$448K - $502K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-18.3KClosed |
$280K - $313K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$242K - $271K
|
15.8K
$387K
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-37.8KClosed |
$579K - $648K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-20Closed |
$306 - $343
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-13.2KClosed |
$201K - $226K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
148New |
$2.27K - $2.54K
|
148
$3.62K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.29MClosed |
$60.6M - $69.4M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37KClosed |
$522K - $598K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-28.7KClosed |
$405K - $463K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-125KClosed |
$1.77M - $2.03M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-10.7KClosed |
$151K - $173K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-110Closed |
$1.55K - $1.78K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-13.4KClosed |
$189K - $216K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Financial Services Advisory Inc
|
SELL
|
- |
-130KClosed |
$1.83M - $2.09M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90+ 900.0% |
$1.26K - $1.32K
|
100
$2.45K
|
|
|
Feb 14, 2020
Q4 2019
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$147K - $153K
|
10.5K
$256K
|
|
|
Feb 06, 2020
Q4 2019
|
Guild Investment Management, Inc.
|
SELL
|
- |
-28.7KClosed |
$403K - $420K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Macroview Investment Management LLC
|
BUY
|
- |
2.03K+ 900.0% |
$28.4K - $29.6K
|
2.25K
$55K
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
18.8KNew |
$264K - $275K
|
18.8K
$461K
|
|
|
Jan 16, 2020
Q4 2019
|
Hanson & Doremus Investment Management
|
BUY
|
- |
360+ 900.0% |
$5.04K - $5.26K
|
400
$9.78K
|
|
|
Jan 14, 2020
Q4 2019
|
Chicago Capital, LLC
|
BUY
|
- |
22.3K+ 900.0% |
$312K - $326K
|
24.7K
$605K
|
|
|
Jan 10, 2020
Q4 2019
|
Family Capital Trust CO
|
BUY
|
- |
16.4K+ 900.0% |
$230K - $240K
|
18.3K
$446K
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-69.1KClosed |
$968K - $1.01M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-3.6KClosed |
$44K - $49.3K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-76Closed |
$931 - $1.04K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.3KClosed |
$28.2K - $31.5K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-80Closed |
$980 - $1.1K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-162Closed |
$1.98K - $2.22K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-190Closed |
$2.35K - $2.46K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
SELL
|
- |
-280Closed |
$3.46K - $3.62K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$11.5 - $12.4
|
1
$24.5
|
|
|
Feb 01, 2019
Q4 2018
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.21KNew |
$48.3K - $52.1K
|
4.21K
$103K
|
|
| Q2 2017 | |||||||
|
Sep 13, 2021
Q2 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-589Closed |
N/A
|
0
$0
|
|