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 325 institutions that hold shares in the stock, with a total of 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
45,282
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
45,250
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 22.76%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 08, 2024 Q2 2024 |
43,945
shares
|
$1.11 Million
0.87% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
41,529
shares
|
$1.05 Million
0.35% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
41,274
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2024
Added 42.08%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
40,957
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
White Lighthouse Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
40,783
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
40,225
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
40,148
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
39,642
shares
|
$1 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
39,613
shares
|
$1 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
37,500
shares
|
$949,874
0.59% of portfolio
|
Q2 2024
Added 11.94%
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 22, 2024 Q2 2024 |
37,000
shares
|
$937,209
0.38% of portfolio
|
Q1 2023
Reduced 7.5%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,860
shares
|
$933,663
0.0% of portfolio
|
Q2 2023
Reduced 11.48%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
36,416
shares
|
$922,417
0.0% of portfolio
|
Q2 2024
Reduced 26.34%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
35,159
shares
|
$890,577
0.38% of portfolio
|
Q2 2023
Reduced 0.01%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
35,036
shares
|
$887,461
0.0% of portfolio
|
Q2 2024
Added 122.27%
|
|
Warren Street Wealth Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
34,609
shares
|
$876,645
0.39% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
34,300
shares
|
$868,818
0.01% of portfolio
|
Q1 2022
Reduced 3.52%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
33,932
shares
|
$859,497
0.01% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
33,713
shares
|
$853,950
0.03% of portfolio
|
Q2 2024
Reduced 60.36%
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
33,105
shares
|
$838,549
0.43% of portfolio
|
Q2 2024
Added 20.15%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
32,930
shares
|
$834,116
0.45% of portfolio
|
Q2 2024
Added 9.58%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
32,720
shares
|
$828,797
0.05% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
31,747
shares
|
$804,151
0.28% of portfolio
|
Q1 2024
Added 0.35%
|