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 352 institutions that hold shares in the stock, with a total of 52 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
71,166
shares
|
$1.76 Million
1.04% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
69,967
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Added 69.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
69,791
shares
|
$1.73 Million
0.55% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
69,318
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
69,286
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
65,342
shares
|
$1.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,814
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 37.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,012
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
62,343
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
62,155
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
62,014
shares
|
$1.53 Million
0.35% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
61,974
shares
|
$1.53 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
61,835
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
60,291
shares
|
$1.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,281
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
58,823
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,815
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
57,593
shares
|
$1.43 Million
0.29% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
57,214
shares
|
$1.42 Million
1.05% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
56,363
shares
|
$1.39 Million
1.37% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
54,700
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
54,314
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
54,211
shares
|
$1.34 Million
1.02% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
52,319
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
52,135
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.45%
|