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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$647K - $767K
|
25.7K
$818K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.72KNew |
$194K - $230K
|
7.72K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
102K+ 219.52% |
$2.56M - $3.04M
|
148K
$4.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.85K- 13.75% |
$46.5K - $55.1K
|
11.6K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
7.94KNew |
$200K - $237K
|
7.94K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 19.04% |
$44.9K - $53.2K
|
11.2K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.65K- 25.4% |
$117K - $139K
|
13.7K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
80.6K+ 146.52% |
$2.03M - $2.4M
|
136K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 4.4% |
$570K - $676K
|
538K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.77KNew |
$246K - $291K
|
9.77K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114New |
$2.87K - $3.4K
|
114
$3.62K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-7.16K- 5.62% |
$180K - $214K
|
120K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.71KNew |
$194K - $230K
|
7.71K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
700+ 6.36% |
$17.6K - $20.9K
|
11.7K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-179K- 62.01% |
$4.51M - $5.35M
|
110K
$3.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.6K+ 85.7% |
$1.2M - $1.42M
|
103K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.74KNew |
$195K - $231K
|
7.74K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
19.8KNew |
$497K - $590K
|
19.8K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42.4K- 7.78% |
$1.07M - $1.27M
|
503K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.17KNew |
$230K - $273K
|
9.17K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-22- 0.1% |
$553 - $656
|
22.6K
$720K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-15.2K- 55.88% |
$382K - $453K
|
12K
$381K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.12KNew |
$204K - $242K
|
8.12K
$258K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.45K+ 25.07% |
$86.6K - $103K
|
17.2K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-36- 0.22% |
$905 - $1.07K
|
16.5K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.18K+ 8.05% |
$79.8K - $94.7K
|
42.6K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-597- 9.44% |
$15K - $17.8K
|
5.73K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-4.45K- 10.67% |
$112K - $133K
|
37.2K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.25K- 2.84% |
$31.4K - $37.2K
|
42.6K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$197K - $234K
|
7.86K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.04K+ 1.66% |
$177K - $210K
|
432K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
251KNew |
$6.3M - $7.47M
|
251K
$7.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.95K+ 24.44% |
$150K - $177K
|
30.3K
$963K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 9.95% |
$27.8K - $33K
|
10K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
19.1K+ 2.66% |
$481K - $571K
|
739K
$23.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
630+ 4.66% |
$15.8K - $18.8K
|
14.1K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81K+ 15.87% |
$146K - $173K
|
42.4K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
48.1K+ 14.56% |
$1.21M - $1.43M
|
378K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$16.2K - $19.2K
|
645
$20.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
34.7K+ 33.87% |
$872K - $1.03M
|
137K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
667+ 1.24% |
$16.8K - $19.9K
|
54.6K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$60.2K - $71.4K
|
293K
$9.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
706+ 1.06% |
$17.7K - $21.1K
|
67K
$2.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 0.98% |
$2.34K - $2.77K
|
9.54K
$303K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
BUY
|
- |
15.3KNew |
$386K - $457K
|
15.3K
$488K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.4KNew |
$279K - $303K
|
11.4K
$362K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.4K+ 21.4% |
$1.38M - $1.5M
|
320K
$10.2M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
491+ 6.4% |
$12K - $13.1K
|
8.17K
$260K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
100New |
$2.45K - $2.66K
|
100
$3.18K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
41.6KNew |
$1.02M - $1.11M
|
41.6K
$1.32M
|
|