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 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.67K+ 3.18% |
$37.2K - $42.7K
|
54.2K
$1.33M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
112K+ 22.66% |
$2.5M - $2.86M
|
607K
$14.9M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.3K- 7.5% |
$140K - $161K
|
77.8K
$1.9M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-11.8K- 5.96% |
$263K - $301K
|
186K
$4.56M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.12K+ 1.43% |
$69.4K - $79.6K
|
221K
$5.4M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-588- 74.71% |
$13.1K - $15K
|
199
$4.87K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.86KNew |
$41.5K - $47.6K
|
1.86K
$45.6K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.09% |
$223 - $255
|
11.5K
$280K
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
750+ 8.02% |
$16.7K - $19.1K
|
10.1K
$247K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2K- 11.49% |
$44.5K - $51K
|
15.4K
$377K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.52KNew |
$190K - $217K
|
8.52K
$208K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-121K- 62.92% |
$2.69M - $3.08M
|
71.2K
$1.74M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 1.86% |
$6.68K - $7.65K
|
16.4K
$402K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
946+ 1.55% |
$21.1K - $24.1K
|
62.2K
$1.52M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-9.91K- 10.55% |
$221K - $253K
|
84.1K
$2.06M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-40.4K- 5.17% |
$898K - $1.03M
|
741K
$18.1M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7K+ 22.44% |
$283K - $324K
|
69.3K
$1.69M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.72K+ 1.36% |
$38.2K - $43.7K
|
127K
$3.12M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
64.3K+ 15.7% |
$1.43M - $1.64M
|
474K
$11.6M
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-767- 0.83% |
$17.1K - $19.6K
|
91.4K
$2.23M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.6K+ 13.48% |
$35.6K - $40.8K
|
13.4K
$329K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9KNew |
$200K - $230K
|
9K
$220K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.63KNew |
$214K - $246K
|
9.63K
$235K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-562- 2.84% |
$12.5K - $14.3K
|
19.2K
$470K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-61K- 67.29% |
$1.36M - $1.56M
|
29.7K
$726K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 13.44% |
$290K - $333K
|
110K
$2.69M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 27.27% |
$66.8 - $76.5
|
14
$342
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16KNew |
$24.9K - $26.9K
|
1.16K
$28.4K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.34K- 44.43% |
$50.2K - $54.3K
|
2.93K
$71.6K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
277KNew |
$5.94M - $6.42M
|
277K
$6.77M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.79KNew |
$103K - $111K
|
4.79K
$117K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.2K+ 20.59% |
$497K - $538K
|
136K
$3.32M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.39K+ 22.76% |
$180K - $195K
|
45.3K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 1.73% |
$4.29K - $4.64K
|
11.4K
$278K
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
12.1KNew |
$259K - $280K
|
12.1K
$295K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 2.05% |
$1.2K - $1.3K
|
2.67K
$65.4K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-644- 75.68% |
$13.8K - $14.9K
|
207
$5.06K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.5KNew |
$204K - $220K
|
9.5K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.25K- 9.75% |
$48.3K - $52.2K
|
20.8K
$509K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 2.48% |
$25.7K - $27.8K
|
47.1K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.7KNew |
$551K - $596K
|
25.7K
$629K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
536New |
$11.5K - $12.4K
|
536
$13.1K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.75K- 2.06% |
$37.5K - $40.6K
|
83.2K
$2.03M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-150- 0.27% |
$3.22K - $3.48K
|
54.7K
$1.34M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.28KNew |
$178K - $192K
|
8.28K
$203K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.3KNew |
$307K - $331K
|
14.3K
$350K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.6KNew |
$249K - $269K
|
11.6K
$284K
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.1KNew |
$281K - $304K
|
13.1K
$321K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.09K+ 15.09% |
$195K - $211K
|
69.3K
$1.7M
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7.76K- 8.3% |
$166K - $180K
|
85.7K
$2.1M
|