Institutional Ownership Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL). We have compiled data on the 413 institutions that hold shares in the stock, with a total of 58.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
14,570
shares
|
$467,259
0.04% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
14,136
shares
|
$453,341
0.1% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
14,000
shares
|
$448,980
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
14,000
shares
|
$448,980
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
13,680
shares
|
$438,717
0.51% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
13,660
shares
|
$438,076
0.05% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,641
shares
|
$437,466
0.01% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,253
shares
|
$425,023
0.0% of portfolio
|
Q1 2025
Added 159.05%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
13,175
shares
|
$422,522
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Designs Corp
Claremont, CA |
Apr 14, 2025 Q1 2025 |
13,068
shares
|
$419,090
0.27% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13,023
shares
|
$417,647
0.03% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
13,018
shares
|
$417,487
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
12,910
shares
|
$414,023
0.01% of portfolio
|
Q4 2024
Added 39.42%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
12,895
shares
|
$413,542
0.25% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,888
shares
|
$413,318
0.03% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
12,859
shares
|
$412,388
0.42% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
12,794
shares
|
$410,303
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12,754
shares
|
$409,020
0.0% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,672
shares
|
$406,391
0.0% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
12,370
shares
|
$396,705
0.05% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
12,346
shares
|
$395,936
0.18% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
12,057
shares
|
$386,667
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
12,000
shares
|
$384,840
0.21% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,952
shares
|
$383,300
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,763
shares
|
$377,239
0.18% of portfolio
|
Q1 2025
Added 8.87%
|