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 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
37.1KNew |
$933K - $1.11M
|
37.1K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.7K+ 19.43% |
$546K - $647K
|
133K
$4.37M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.64K+ 5.38% |
$66.4K - $78.7K
|
51.7K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-815- 0.98% |
$20.5K - $24.3K
|
82.6K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.58K+ 0.78% |
$90.1K - $107K
|
461K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-77.4K- 40.62% |
$1.95M - $2.31M
|
113K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.91K- 17.54% |
$224K - $266K
|
41.9K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-363- 2.58% |
$9.13K - $10.8K
|
13.7K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-466- 2.83% |
$11.7K - $13.9K
|
16K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.23K+ 21.07% |
$81.2K - $96.3K
|
18.6K
$608K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 0.35% |
$2.74K - $3.25K
|
31.7K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-34.9K- 55.37% |
$879K - $1.04M
|
28.2K
$922K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 14.12% |
$42.4K - $50.3K
|
13.6K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15K- 5.49% |
$79.2K - $93.9K
|
54.2K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
1.15K+ 0.26% |
$28.8K - $34.2K
|
440K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.42K- 7.4% |
$60.9K - $72.3K
|
30.3K
$992K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-110K- 60.24% |
$2.77M - $3.29M
|
72.8K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-293- 2.94% |
$7.37K - $8.74K
|
9.67K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.67K- 0.46% |
$67.1K - $79.6K
|
573K
$18.7M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-751- 18.2% |
$18.9K - $22.4K
|
3.38K
$110K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48K+ 24.75% |
$138K - $163K
|
27.6K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
15.4KNew |
$387K - $459K
|
15.4K
$504K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.12K- 30.33% |
$28K - $33.2K
|
2.56K
$83.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 0.36% |
$42.7K - $50.6K
|
466K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-320- 1.35% |
$8.04K - $9.54K
|
23.4K
$767K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
6.9KNew |
$173K - $206K
|
6.9K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
203+ 0.58% |
$5.1K - $6.05K
|
35.2K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.37KNew |
$185K - $220K
|
7.37K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.61K- 11.21% |
$40.5K - $48K
|
12.8K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$101 - $119
|
4
$131
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 0.25% |
$754 - $895
|
12K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.78K- 0.79% |
$44.7K - $53.1K
|
224K
$7.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.77K- 5.91% |
$145K - $172K
|
91.9K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.6KNew |
$191K - $227K
|
7.6K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-49K- 57.78% |
$1.23M - $1.46M
|
35.8K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
693New |
$17.4K - $20.7K
|
693
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65K- 6.04% |
$1.63M - $1.94M
|
1.01M
$33.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5K+ 1.84% |
$37.7K - $44.7K
|
83K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
40K+ 39.6% |
$1.01M - $1.19M
|
141K
$4.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.45K- 6.62% |
$61.6K - $73.1K
|
34.6K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 8.4% |
$96K - $114K
|
41.6K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-100- 78.74% |
$2.51K - $2.98K
|
27
$884
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 17.17% |
$2.41K - $2.86K
|
463
$15.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
9.46KNew |
$238K - $282K
|
9.46K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.5K+ 31.53% |
$88K - $104K
|
14.6K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.11K- 25.7% |
$128K - $152K
|
14.8K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.35K+ 13.38% |
$210K - $249K
|
70.7K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-567- 0.92% |
$14.3K - $16.9K
|
60.8K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.5K- 5.4% |
$37.7K - $44.7K
|
26.3K
$861K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-11.3K- 2.54% |
$283K - $336K
|
433K
$14.2M
|