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 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-150- 83.33% |
$2.85K - $3.19K
|
30
$954
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.75K+ 7.97% |
$33.3K - $37.2K
|
23.7K
$753K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14KNew |
$266K - $297K
|
14K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
400+ 0.58% |
$7.61K - $8.5K
|
69.8K
$2.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
525+ 77.78% |
$9.99K - $11.2K
|
1.2K
$38.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.71K - $1.91K
|
90
$2.86K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 0.35% |
$2.09K - $2.34K
|
31.7K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
100New |
$1.9K - $2.12K
|
100
$3.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2K- 45.45% |
$38.1K - $42.5K
|
2.4K
$76.3K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.81KNew |
$31.5K - $35.9K
|
1.81K
$57.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
370New |
$6.44K - $7.35K
|
370
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.4% |
$2.23K - $2.54K
|
31.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
36.5KNew |
$635K - $725K
|
36.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
383New |
$6.67K - $7.61K
|
383
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
141New |
$2.45K - $2.8K
|
141
$4.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
280KNew |
$4.87M - $5.56M
|
280K
$8.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.02K- 27.45% |
$52.6K - $60K
|
7.99K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.65% |
$19.2K - $22K
|
24.9K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.7K- 89.72% |
$552K - $630K
|
3.63K
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11KNew |
$191K - $218K
|
11K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.09K- 7.68% |
$36.4K - $41.5K
|
25.1K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
11KNew |
$192K - $219K
|
11K
$350K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.77KNew |
$30.8K - $35.1K
|
1.77K
$56.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
800New |
$13.9K - $15.9K
|
800
$25.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.68% |
$279 - $318
|
966
$30.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.04K- 95.32% |
$35.4K - $40.4K
|
100
$3.18K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-112- 0.15% |
$1.95K - $2.23K
|
76.4K
$2.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
26.3KNew |
$458K - $523K
|
26.3K
$836K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 10.06% |
$29.5K - $31.5K
|
14.9K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.42K- 4.3% |
$78.2K - $83.7K
|
98.3K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$53.1 - $56.8
|
3
$95.4
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.9KNew |
$211K - $226K
|
11.9K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89New |
$1.57K - $1.69K
|
89
$2.83K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.3K- 40.14% |
$235K - $252K
|
19.8K
$630K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.77K - $1.89K
|
100
$3.18K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.8KNew |
$226K - $242K
|
12.8K
$407K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-14- 0.14% |
$248 - $265
|
10K
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
115KNew |
$2.04M - $2.18M
|
115K
$3.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.59KNew |
$117K - $125K
|
6.59K
$209K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$127K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-600- 9.09% |
$10.6K - $11.4K
|
6K
$191K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
13KNew |
$230K - $246K
|
13K
$413K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-357- 3.31% |
$6.32K - $6.76K
|
10.4K
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-9.89K- 84.45% |
$175K - $187K
|
1.82K
$57.9K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-143- 2.78% |
$2.61K - $2.81K
|
5K
$159K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.7K- 9.6% |
$31K - $33.4K
|
16K
$509K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.23K- 11.48% |
$77.2K - $83.1K
|
32.6K
$1.04M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
387+ 3.31% |
$7.06K - $7.6K
|
12.1K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
76.5KNew |
$1.4M - $1.5M
|
76.5K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3- 0.01% |
$54.8 - $58.9
|
35.2K
$1.12M
|
|