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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.58K+ 19.81% |
$49K - $54.7K
|
15.6K
$495K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.75K+ 7.97% |
$33.3K - $37.2K
|
23.7K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.4K+ 2.57% |
$26.7K - $29.8K
|
56K
$1.78M
|
|
|
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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
400+ 0.58% |
$7.61K - $8.5K
|
69.8K
$2.22M
|
|
|
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 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.71K - $1.91K
|
90
$2.86K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
280KNew |
$4.87M - $5.56M
|
280K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
36.5KNew |
$635K - $725K
|
36.5K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
26.3KNew |
$458K - $523K
|
26.3K
$836K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
11KNew |
$192K - $219K
|
11K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11KNew |
$191K - $218K
|
11K
$349K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.81KNew |
$31.5K - $35.9K
|
1.81K
$57.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.77KNew |
$30.8K - $35.1K
|
1.77K
$56.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.65% |
$19.2K - $22K
|
24.9K
$790K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
800New |
$13.9K - $15.9K
|
800
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
383New |
$6.67K - $7.61K
|
383
$12.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
370New |
$6.44K - $7.35K
|
370
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
141New |
$2.45K - $2.8K
|
141
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.4% |
$2.23K - $2.54K
|
31.9K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.68% |
$279 - $318
|
966
$30.7K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
115KNew |
$2.04M - $2.18M
|
115K
$3.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
13KNew |
$230K - $246K
|
13K
$413K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.8KNew |
$226K - $242K
|
12.8K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.9KNew |
$211K - $226K
|
11.9K
$379K
|
|
|
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
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.77K - $1.89K
|
100
$3.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89New |
$1.57K - $1.69K
|
89
$2.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$53.1 - $56.8
|
3
$95.4
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
76.5KNew |
$1.4M - $1.5M
|
76.5K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49KNew |
$894K - $962K
|
49K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3KNew |
$826K - $889K
|
45.3K
$1.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
25.2K+ 171.98% |
$460K - $495K
|
39.9K
$1.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
15KNew |
$274K - $294K
|
15K
$477K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
4.12K+ 76.21% |
$75.2K - $80.9K
|
9.53K
$303K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
387+ 3.31% |
$7.06K - $7.6K
|
12.1K
$384K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
111New |
$2.03K - $2.18K
|
111
$3.53K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
64.2KNew |
$1.11M - $1.23M
|
64.2K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.1KNew |
$175K - $193K
|
10.1K
$321K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$25.2K - $27.9K
|
1.46K
$46.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
911New |
$15.8K - $17.4K
|
911
$29K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
388KNew |
$6.05M - $6.78M
|
388K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
41.3KNew |
$643K - $721K
|
41.3K
$1.31M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.8KNew |
$324K - $363K
|
20.8K
$661K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.5KNew |
$195K - $218K
|
12.5K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
10KNew |
$156K - $175K
|
10K
$319K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.74KNew |
$58.2K - $65.3K
|
3.74K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.34KNew |
$52K - $58.3K
|
3.34K
$106K
|
|