Purchases and Sales Made in Q1 2022 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 2022. The information is specifically focused on institutions that hold shares of abrdn Gold ETF Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.1K+ 100.45% |
$208K - $239K
|
24.2K
$591K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 3.92% |
$206K - $236K
|
318K
$7.79M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 4.59% |
$201K - $231K
|
267K
$6.54M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.6KNew |
$199K - $228K
|
11.6K
$284K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.9K+ 27.58% |
$186K - $214K
|
50.3K
$1.23M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.6KNew |
$182K - $209K
|
10.6K
$259K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 2.32% |
$177K - $203K
|
456K
$11.1M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.85K+ 27.29% |
$169K - $194K
|
46K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.79K+ 61.97% |
$134K - $153K
|
20.4K
$498K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.64K+ 50.76% |
$131K - $150K
|
22.7K
$555K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
7.29K+ 1.25% |
$125K - $144K
|
589K
$14.4M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.14K+ 20.39% |
$123K - $141K
|
42.1K
$1.03M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.55K+ 4.77% |
$112K - $129K
|
144K
$3.52M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.24K+ 22.25% |
$107K - $123K
|
34.3K
$839K
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
6.22K+ 34.62% |
$107K - $122K
|
24.2K
$592K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.95K+ 8.1% |
$102K - $117K
|
79.4K
$1.94M
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
5.4K+ 14.8% |
$92.7K - $106K
|
41.9K
$1.02M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.51KNew |
$77.3K - $88.7K
|
4.51K
$110K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.78K+ 17.44% |
$64.8K - $74.3K
|
25.4K
$622K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.5K+ 7.03% |
$60.1K - $68.9K
|
53.3K
$1.3M
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
3.45K+ 1.62% |
$59.2K - $67.9K
|
217K
$5.3M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.25K+ 6.21% |
$55.8K - $64.1K
|
55.7K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.69K+ 3.82% |
$46.1K - $52.9K
|
73K
$1.79M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.57KNew |
$44.1K - $50.6K
|
2.57K
$62.9K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.5K+ 3.31% |
$42.8K - $49.2K
|
78K
$1.91M
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.49K+ 15.04% |
$42.8K - $49.1K
|
19.1K
$467K
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.09K+ 1045.0% |
$35.9K - $41.2K
|
2.29K
$56K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.01K+ 4.64% |
$34.5K - $39.6K
|
45.3K
$1.11M
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.75K+ 9.89% |
$30K - $34.5K
|
19.5K
$476K
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.65K+ 7.03% |
$28.4K - $32.6K
|
25.2K
$616K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.65KNew |
$28.3K - $32.5K
|
1.65K
$40.4K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.43K+ 6.22% |
$24.6K - $28.2K
|
24.5K
$599K
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
BUY
|
- |
1.33K+ 0.97% |
$22.8K - $26.2K
|
139K
$3.4M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.18KNew |
$20.2K - $23.2K
|
1.18K
$28.8K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.16K+ 8.74% |
$19.9K - $22.8K
|
14.4K
$352K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 1.26% |
$18.6K - $21.4K
|
87.4K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1KNew |
$17.2K - $19.7K
|
1K
$24.5K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
917+ 1.04% |
$15.7K - $18.1K
|
89K
$2.18M
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
917+ 4.16% |
$15.7K - $18.1K
|
23K
$562K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
850+ 3.22% |
$14.6K - $16.7K
|
27.3K
$667K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
741+ 4.53% |
$12.7K - $14.6K
|
17.1K
$418K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
700New |
$12K - $13.8K
|
700
$17.1K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
330New |
$5.66K - $6.5K
|
330
$8.07K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
325+ 185.71% |
$5.58K - $6.4K
|
500
$12.2K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
294+ 2.14% |
$5.05K - $5.79K
|
14.1K
$344K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
265+ 2.28% |
$4.55K - $5.22K
|
11.9K
$291K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
250+ 1.91% |
$4.29K - $4.92K
|
13.4K
$327K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
225New |
$3.86K - $4.43K
|
225
$5.5K
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
221+ 2.01% |
$3.79K - $4.35K
|
11.2K
$275K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
188+ 1.65% |
$3.23K - $3.7K
|
11.6K
$284K
|