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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
49,825
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
48,575
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
48,150
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2020
Added 13.43%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
47,114
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2024
Reduced 68.99%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
47,097
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
46,936
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
46,525
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
46,230
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
46,201
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 31.87%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
45,788
shares
|
$1.13 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
45,541
shares
|
$1.13 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
45,282
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
45,250
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2024
Added 22.76%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
44,108
shares
|
$1.09 Million
0.91% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,600
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
42,575
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
40,562
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
40,526
shares
|
$1 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
40,225
shares
|
$995,568
0.3% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
38,610
shares
|
$955,597
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
37,011
shares
|
$916,022
0.0% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
37,000
shares
|
$915,750
0.42% of portfolio
|
Q1 2023
Reduced 7.5%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,932
shares
|
$914,067
0.4% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,860
shares
|
$912,285
0.0% of portfolio
|
Q2 2023
Reduced 11.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
36,399
shares
|
$900,875
0.01% of portfolio
|
Q3 2024
Added 7.27%
|