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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-81.2KClosed |
$1.31M - $1.52M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-980Closed |
$15.8K - $18.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16KClosed |
$258K - $300K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-17.8KClosed |
$288K - $334K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29.7KClosed |
$479K - $556K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.25KClosed |
$20.2K - $23.4K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-840KClosed |
$13.6M - $15.7M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-141KClosed |
$2.28M - $2.65M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.7KClosed |
$173K - $201K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.43K- 95.33% |
$24.4K - $26.8K
|
70
$2.23K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
4.22KNew |
$72.1K - $79.2K
|
4.22K
$134K
|
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.5KClosed |
$178K - $196K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.85MClosed |
$100M - $110M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.7K+ 13.43% |
$97.4K - $107K
|
48.2K
$1.53M
|
|
|
Feb 11, 2021
Q4 2020
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.6KClosed |
$216K - $237K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-150Closed |
$2.56K - $2.81K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.09K+ 5.7% |
$87K - $95.5K
|
94.4K
$3M
|
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
SELL
|
- |
-600Closed |
$10.2K - $11.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-363Closed |
$6.2K - $6.81K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-290Closed |
$4.95K - $5.44K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Titan Capital Management, LLC
|
BUY
|
- |
11KNew |
$188K - $206K
|
11K
$350K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180Closed |
$3.07K - $3.38K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-110KClosed |
$1.88M - $2.07M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.8KClosed |
$184K - $214K
|
0
$0
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$8.53K - $9.93K
|
500
$15.9K
|
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-15.9KClosed |
$271K - $316K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-53.2KClosed |
$906K - $1.06M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.2KClosed |
$88.6K - $103K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16KNew |
$273K - $318K
|
16K
$509K
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$1.71K - $1.99K
|
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
$503K
|
|
|
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
$4.7K
|
|
| 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
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-13.4KClosed |
$189K - $216K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-110Closed |
$1.55K - $1.78K
|
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
$3.18K
|
|
|
Feb 14, 2020
Q4 2019
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$147K - $153K
|
10.5K
$333K
|
|
|
Feb 06, 2020
Q4 2019
|
Guild Investment Management, Inc.
|
SELL
|
- |
-28.7KClosed |
$403K - $420K
|
0
$0
|
|