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 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-751- 18.2% |
$18.9K - $22.4K
|
3.38K
$107K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-320- 1.35% |
$8.04K - $9.54K
|
23.4K
$745K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 0.36% |
$42.7K - $50.6K
|
466K
$14.8M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.12K- 30.33% |
$28K - $33.2K
|
2.56K
$81.4K
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
15.4KNew |
$387K - $459K
|
15.4K
$489K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48K+ 24.75% |
$138K - $163K
|
27.6K
$877K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
203+ 0.58% |
$5.1K - $6.05K
|
35.2K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$101 - $119
|
4
$127
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.61K- 11.21% |
$40.5K - $48K
|
12.8K
$405K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.37KNew |
$185K - $220K
|
7.37K
$234K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
6.9KNew |
$173K - $206K
|
6.9K
$219K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
693New |
$17.4K - $20.7K
|
693
$22K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-49K- 57.78% |
$1.23M - $1.46M
|
35.8K
$1.14M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.6KNew |
$191K - $227K
|
7.6K
$242K
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.78K- 0.79% |
$44.7K - $53.1K
|
224K
$7.11M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 0.25% |
$754 - $895
|
12K
$380K
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.94K+ 0.84% |
$225K - $267K
|
1.07M
$34.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65K- 6.04% |
$1.63M - $1.94M
|
1.01M
$32.1M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.77K- 5.91% |
$145K - $172K
|
91.9K
$2.92M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 0.7% |
$59.9K - $71K
|
344K
$10.9M
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.45K- 6.62% |
$61.6K - $73.1K
|
34.6K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
40K+ 39.6% |
$1.01M - $1.19M
|
141K
$4.48M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.5K+ 1.84% |
$37.7K - $44.7K
|
83K
$2.64M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.82K- 8.4% |
$96K - $114K
|
41.6K
$1.32M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-100- 78.74% |
$2.51K - $2.98K
|
27
$858
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 17.17% |
$2.41K - $2.86K
|
463
$14.7K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
9.46KNew |
$238K - $282K
|
9.46K
$301K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.5K+ 31.53% |
$88K - $104K
|
14.6K
$464K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.11K- 25.7% |
$128K - $152K
|
14.8K
$469K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.35K+ 13.38% |
$210K - $249K
|
70.7K
$2.25M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-567- 0.92% |
$14.3K - $16.9K
|
60.8K
$1.93M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-11.3K- 2.54% |
$283K - $336K
|
433K
$13.8M
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.5K- 5.4% |
$37.7K - $44.7K
|
26.3K
$836K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
7.42KNew |
$186K - $221K
|
7.42K
$236K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.83K- 60.41% |
$147K - $174K
|
3.82K
$121K
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-619- 0.17% |
$15.6K - $18.5K
|
359K
$11.4M
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.08K+ 17.93% |
$128K - $151K
|
33.4K
$1.06M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- -0.0% |
$50.3 - $59.6
|
91.9K
$2.92M
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
2.1K+ 0.34% |
$52.8K - $62.6K
|
612K
$19.5M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.73KNew |
$169K - $201K
|
6.73K
$214K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
126K+ 41.76% |
$3.16M - $3.75M
|
427K
$13.6M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.27KNew |
$183K - $217K
|
7.27K
$231K
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
6.98KNew |
$175K - $208K
|
6.98K
$222K
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
19.4KNew |
$487K - $577K
|
19.4K
$616K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $233K
|
7.83K
$249K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-133K- 14.87% |
$3.33M - $3.95M
|
759K
$24.1M
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
35.3K+ 70.13% |
$888K - $1.05M
|
85.7K
$2.72M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-16.7K- 40.19% |
$421K - $499K
|
24.9K
$792K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.21K- 9.51% |
$156K - $185K
|
59.1K
$1.88M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$647K - $767K
|
25.7K
$818K
|