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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.7K+ 8.49% |
$594K - $680K
|
341K
$10.8M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17KNew |
$379K - $434K
|
17K
$541K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
399+ 160.24% |
$8.88K - $10.2K
|
648
$20.6K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8.49KNew |
$189K - $217K
|
8.49K
$270K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 67.16% |
$40.1K - $45.9K
|
4.48K
$142K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.85KNew |
$197K - $226K
|
8.85K
$281K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
301New |
$6.7K - $7.68K
|
301
$9.57K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.79K+ 18.98% |
$84.4K - $96.8K
|
23.8K
$756K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25+ 0.25% |
$557 - $638
|
10K
$319K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.8K- 14.45% |
$196K - $225K
|
52.1K
$1.66M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
38.6KNew |
$859K - $985K
|
38.6K
$1.23M
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.1KNew |
$759K - $869K
|
34.1K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 24.08% |
$24.2K - $27.7K
|
3.42K
$109K
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
8.59KNew |
$191K - $219K
|
8.59K
$273K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28.8KNew |
$642K - $736K
|
28.8K
$917K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-600- 12.5% |
$13.4K - $15.3K
|
4.2K
$134K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.77K+ 58.45% |
$61.7K - $70.7K
|
7.52K
$239K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.8K+ 168.45% |
$2.18M - $2.5M
|
156K
$4.96M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 3.25% |
$45.1K - $51.6K
|
60.3K
$1.92M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
79New |
$1.76K - $2.02K
|
79
$2.51K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.67KNew |
$215K - $247K
|
9.67K
$307K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.52KNew |
$190K - $217K
|
8.52K
$271K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2K- 11.49% |
$44.5K - $51K
|
15.4K
$490K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9KNew |
$200K - $230K
|
9K
$286K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.63KNew |
$214K - $246K
|
9.63K
$306K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 2.05% |
$1.2K - $1.3K
|
2.67K
$85K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.34K- 44.43% |
$50.2K - $54.3K
|
2.93K
$93K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.79KNew |
$103K - $111K
|
4.79K
$152K
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
12.1KNew |
$259K - $280K
|
12.1K
$383K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-644- 75.68% |
$13.8K - $14.9K
|
207
$6.58K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
536New |
$11.5K - $12.4K
|
536
$17K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 2.48% |
$25.7K - $27.8K
|
47.1K
$1.5M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.1KNew |
$281K - $304K
|
13.1K
$417K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.6KNew |
$249K - $269K
|
11.6K
$369K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$644 - $696
|
30
$954
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.03KNew |
$64.9K - $70.2K
|
3.03K
$96.2K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-240- 2.47% |
$5.15K - $5.57K
|
9.46K
$301K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.2K+ 16.67% |
$47.2K - $51K
|
15.4K
$489K
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-22.8K- 89.25% |
$490K - $529K
|
2.75K
$87.4K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 3.23% |
$21.5 - $23.2
|
32
$1.02K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.1KNew |
$45K - $48.7K
|
2.1K
$66.8K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.4KNew |
$459K - $496K
|
21.4K
$680K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.85KNew |
$147K - $159K
|
6.85K
$218K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
400New |
$8.58K - $9.28K
|
400
$12.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19- 0.6% |
$362 - $404
|
3.16K
$101K
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.58K+ 19.81% |
$49K - $54.7K
|
15.6K
$495K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.3K- 7.22% |
$405K - $452K
|
273K
$8.68M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.4K+ 2.57% |
$26.7K - $29.8K
|
56K
$1.78M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 17.39% |
$3.81K - $4.25K
|
950
$30.2K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.93K+ 23.8% |
$113K - $126K
|
30.9K
$981K
|