Purchases and Sales Made in Q1 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.16K+ 3.93% |
$117K - $131K
|
163K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6K+ 21.82% |
$114K - $127K
|
33.5K
$819K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.93K+ 23.8% |
$113K - $126K
|
30.9K
$755K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5KNew |
$95.2K - $106K
|
5K
$122K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.45K+ 17.39% |
$84.7K - $94.6K
|
30.1K
$735K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.14K+ 1.47% |
$78.7K - $87.8K
|
285K
$6.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.92K+ 9.16% |
$55.5K - $61.9K
|
34.7K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.58K+ 19.81% |
$49K - $54.7K
|
15.6K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.52K+ 11.41% |
$48K - $53.6K
|
24.7K
$603K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.42KNew |
$46.1K - $51.5K
|
2.42K
$59.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.2K+ 3.21% |
$41.8K - $46.6K
|
70.6K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.16K+ 3.5% |
$41.1K - $45.9K
|
63.9K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
2K+ 0.32% |
$38.1K - $42.5K
|
625K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.75K+ 7.97% |
$33.3K - $37.2K
|
23.7K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.64K+ 0.68% |
$31.3K - $34.9K
|
245K
$5.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.59K+ 0.69% |
$30.2K - $33.7K
|
231K
$5.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.54K+ 1.37% |
$29.3K - $32.7K
|
114K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.47K+ 0.83% |
$28K - $31.3K
|
178K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.4K+ 2.57% |
$26.7K - $29.8K
|
56K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.25K+ 3.1% |
$23.8K - $26.5K
|
41.6K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.1KNew |
$20.9K - $23.4K
|
1.1K
$26.9K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 1.31% |
$19.6K - $21.9K
|
79.4K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
947+ 2.19% |
$18K - $20.1K
|
44.3K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
931+ 0.74% |
$17.7K - $19.8K
|
127K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
573+ 0.21% |
$10.9K - $12.2K
|
276K
$6.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
535+ 4.11% |
$10.2K - $11.4K
|
13.6K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
525+ 77.78% |
$9.99K - $11.2K
|
1.2K
$29.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
515New |
$9.8K - $10.9K
|
515
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
507New |
$9.65K - $10.8K
|
507
$12.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
400+ 0.58% |
$7.61K - $8.5K
|
69.8K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
400+ 0.15% |
$7.61K - $8.5K
|
269K
$6.57M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
365New |
$6.95K - $7.75K
|
365
$8.93K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
353+ 0.44% |
$6.72K - $7.5K
|
80.1K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
349+ 0.83% |
$6.64K - $7.41K
|
42.2K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
329+ 0.69% |
$6.26K - $6.99K
|
47.7K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
180+ 1.13% |
$3.43K - $3.82K
|
16.1K
$395K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 0.35% |
$2.09K - $2.34K
|
31.7K
$777K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
100New |
$1.9K - $2.12K
|
100
$2.45K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.71K - $1.91K
|
90
$2.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
52New |
$990 - $1.1K
|
52
$1.27K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 0.15% |
$552 - $616
|
19.1K
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 0.21% |
$476 - $531
|
12K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$438 - $489
|
34.8K
$852K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 175.0% |
$133 - $149
|
11
$269
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 0.27% |
$76.1 - $85
|
1.5K
$36.7K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19- 0.6% |
$362 - $404
|
3.16K
$77.4K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27- 0.16% |
$514 - $573
|
17K
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 2.34% |
$761 - $850
|
1.67K
$40.9K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50- 0.19% |
$952 - $1.06K
|
25.9K
$632K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.58% |
$952 - $1.06K
|
8.55K
$209K
|