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 305 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $965 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Slate Stone Wealth, LLC
|
Apr 26, 2024 Q1 2024 |
14,700
shares
|
$326,634
0.03% of portfolio
|
Q1 2023
Added 36.39%
|
|
Capital Wealth Alliance, LLC
|
May 10, 2024 Q1 2024 |
14,385
shares
|
$319,634
0.19% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
Tru Independence Asset Management 2, LLC
|
Apr 26, 2023 Q1 2023 |
14,000
shares
|
$311,080
0.27% of portfolio
|
Q3 2022
New holding
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
14,000
shares
|
$311,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
13,840
shares
|
$307,524
0.03% of portfolio
|
Q1 2024
Reduced 26.54%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
13,750
shares
|
$305,525
0.0% of portfolio
|
Q1 2024
Reduced 9.84%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
13,565
shares
|
$301,414
0.03% of portfolio
|
Q1 2024
Added 4.11%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
May 15, 2024 Q1 2024 |
13,197
shares
|
$293,237
0.09% of portfolio
|
Q4 2022
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
12,950
shares
|
$287,749
0.0% of portfolio
|
Q4 2023
New holding
|
|
Awm Capital, LLC
|
Apr 19, 2024 Q1 2024 |
12,794
shares
|
$284,282
0.06% of portfolio
|
Q3 2023
New holding
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
12,543
shares
|
$278,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
12,290
shares
|
$273,083
0.04% of portfolio
|
Q1 2024
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
12,019
shares
|
$267,062
0.07% of portfolio
|
Q1 2024
Added 0.21%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
11,936
shares
|
$265,217
0.01% of portfolio
|
Q3 2023
New holding
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
11,659
shares
|
$259,062
0.02% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Apriem Advisors
Irvine, CA |
May 15, 2024 Q1 2024 |
11,579
shares
|
$257,285
0.03% of portfolio
|
Q4 2022
Added 5.26%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
11,445
shares
|
$254,307
0.04% of portfolio
|
Q1 2024
Reduced 97.25%
|
|
West Branch Capital LLC
|
Apr 23, 2024 Q1 2024 |
11,253
shares
|
$250,041
0.1% of portfolio
|
Q4 2023
Reduced 13.66%
|
|
Financial Designs Corp
Claremont, CA |
Apr 12, 2024 Q1 2024 |
11,035
shares
|
$245,197
0.15% of portfolio
|
Q1 2024
New holding
|
|
Lb Partners LLC
Charlottesville, VA |
May 01, 2024 Q1 2024 |
11,000
shares
|
$244,420
0.24% of portfolio
|
Q4 2023
New holding
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 08, 2024 Q1 2024 |
10,988
shares
|
$244,153
0.19% of portfolio
|
Q4 2023
New holding
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 30, 2024 Q1 2024 |
10,666
shares
|
$236,998
0.27% of portfolio
|
Q1 2024
New holding
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,575
shares
|
$234,976
0.35% of portfolio
|
Q4 2022
Reduced 68.0%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2024 Q1 2024 |
10,535
shares
|
$234,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
10,512
shares
|
$233,576
0.0% of portfolio
|
Q1 2024
Reduced 38.86%
|