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 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.51K- 19.0% |
$77.4K - $88.8K
|
19.2K
$470K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5KClosed |
$85.8K - $98.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.69K- 8.47% |
$97.6K - $112K
|
61.5K
$1.5M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-6.29K- 33.3% |
$108K - $124K
|
12.6K
$308K
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.3K- 1.08% |
$108K - $124K
|
576K
$14.1M
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-6.37KClosed |
$109K - $125K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-6.79K- 8.17% |
$117K - $134K
|
76.3K
$1.87M
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-7K- 7.67% |
$120K - $138K
|
84.3K
$2.06M
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-7.82K- 2.79% |
$134K - $154K
|
272K
$6.66M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-8K- 3.79% |
$137K - $158K
|
203K
$4.97M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.01K- 12.57% |
$137K - $158K
|
55.7K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.22K- 1.84% |
$141K - $162K
|
438K
$10.7M
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-8.89K- 1.01% |
$152K - $175K
|
868K
$21.2M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 4.75% |
$174K - $200K
|
204K
$4.98M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.2KClosed |
$175K - $201K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.7KClosed |
$183K - $210K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.4KClosed |
$213K - $244K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-12.6K- 6.3% |
$216K - $247K
|
187K
$4.57M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.7K- 12.92% |
$217K - $249K
|
85.3K
$2.09M
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-13.1KClosed |
$224K - $257K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.7K- 68.67% |
$236K - $271K
|
6.27K
$153K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 30.25% |
$242K - $277K
|
32.5K
$794K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.8KClosed |
$254K - $291K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-16.2K- 5.07% |
$277K - $318K
|
303K
$7.4M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16.3K- 11.61% |
$280K - $322K
|
124K
$3.04M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.7K- 5.68% |
$286K - $329K
|
277K
$6.78M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-16.9KClosed |
$289K - $332K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-17.3KClosed |
$296K - $340K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-17.4K- 14.89% |
$298K - $342K
|
99.3K
$2.43M
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-17.5KClosed |
$300K - $344K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.7KClosed |
$304K - $349K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-23.3K- 14.61% |
$399K - $458K
|
136K
$3.32M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-25.6K- 93.81% |
$439K - $504K
|
1.69K
$41.3K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 22.4% |
$470K - $539K
|
94.8K
$2.32M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-27.9K- 49.53% |
$479K - $550K
|
28.5K
$696K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.9K- 20.97% |
$479K - $550K
|
105K
$2.57M
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-28.9KClosed |
$497K - $570K
|
0
$0
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-34.1K- 63.67% |
$585K - $671K
|
19.5K
$476K
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-39.1KClosed |
$671K - $770K
|
0
$0
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-44K- 59.13% |
$755K - $866K
|
30.4K
$744K
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-46.3KClosed |
$795K - $912K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.4K- 33.72% |
$813K - $933K
|
93.1K
$2.28M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54.8KClosed |
$940K - $1.08M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-56K- 22.13% |
$961K - $1.1M
|
197K
$4.82M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71.7K- 76.05% |
$1.23M - $1.41M
|
22.6K
$552K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-78.3K- 35.11% |
$1.34M - $1.54M
|
145K
$3.54M
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-111KClosed |
$1.9M - $2.18M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-121KClosed |
$2.08M - $2.38M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-131K- 57.15% |
$2.26M - $2.59M
|
98.5K
$2.41M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-134KClosed |
$2.29M - $2.63M
|
0
$0
|