Latest Institutional Purchases of Abrdn Gold ETF Trust (SGOL)
This list provides information on the latest institutional transactions involving Abrdn Gold ETF Trust (SGOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
141New |
$2.45K - $2.8K
|
141
$3.57K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.4% |
$2.23K - $2.54K
|
31.9K
$807K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.68% |
$279 - $318
|
966
$24.5K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
115KNew |
$2.04M - $2.18M
|
115K
$2.92M
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
13KNew |
$230K - $246K
|
13K
$329K
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.8KNew |
$226K - $242K
|
12.8K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.9KNew |
$211K - $226K
|
11.9K
$302K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.59KNew |
$117K - $125K
|
6.59K
$167K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$101K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$101K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.71KNew |
$48K - $51.4K
|
2.71K
$68.7K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$11.4K - $12.2K
|
645
$16.3K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 4.76% |
$7.96K - $8.52K
|
9.89K
$251K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.77K - $1.89K
|
100
$2.53K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89New |
$1.57K - $1.69K
|
89
$2.25K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$53.1 - $56.8
|
3
$76
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
471K+ 1626.61% |
$8.6M - $9.25M
|
500K
$12.7M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
76.5KNew |
$1.4M - $1.5M
|
76.5K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49KNew |
$894K - $962K
|
49K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3KNew |
$826K - $889K
|
45.3K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
25.2K+ 171.98% |
$460K - $495K
|
39.9K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$330K - $355K
|
18.1K
$458K
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
15KNew |
$274K - $294K
|
15K
$380K
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
4.12K+ 76.21% |
$75.2K - $80.9K
|
9.53K
$241K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.06K+ 29.91% |
$74.1K - $79.7K
|
17.6K
$447K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
805+ 4.78% |
$14.7K - $15.8K
|
17.6K
$447K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
387+ 3.31% |
$7.06K - $7.6K
|
12.1K
$306K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
111New |
$2.03K - $2.18K
|
111
$2.81K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
64.2KNew |
$1.11M - $1.23M
|
64.2K
$1.63M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.1KNew |
$175K - $193K
|
10.1K
$256K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$25.2K - $27.9K
|
1.46K
$36.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
911New |
$15.8K - $17.4K
|
911
$23.1K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
388KNew |
$6.05M - $6.78M
|
388K
$9.83M
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
323KNew |
$5.03M - $5.64M
|
323K
$8.18M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
41.3KNew |
$643K - $721K
|
41.3K
$1.05M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29.8K+ 17.4% |
$464K - $520K
|
201K
$5.09M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.8KNew |
$324K - $363K
|
20.8K
$527K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.5KNew |
$195K - $218K
|
12.5K
$316K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4KNew |
$178K - $199K
|
11.4K
$289K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
10KNew |
$156K - $175K
|
10K
$254K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.74KNew |
$58.2K - $65.3K
|
3.74K
$94.6K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.34KNew |
$52K - $58.3K
|
3.34K
$84.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3KNew |
$46.7K - $52.4K
|
3K
$76K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.73KNew |
$27K - $30.3K
|
1.73K
$43.9K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.37KNew |
$21.4K - $24K
|
1.37K
$34.7K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.35KNew |
$21K - $23.6K
|
1.35K
$34.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.12K+ 21.76% |
$17.4K - $19.5K
|
6.25K
$158K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
850New |
$13.2K - $14.8K
|
850
$21.5K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
725+ 43.94% |
$11.3K - $12.7K
|
2.38K
$60.2K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
350New |
$5.45K - $6.11K
|
350
$8.87K
|