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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.74K- 10.4% |
$109K - $122K
|
49.4K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-5.81K- 23.26% |
$111K - $123K
|
19.2K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.03K- 16.04% |
$115K - $128K
|
31.6K
$772K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.68K- 38.86% |
$127K - $142K
|
10.5K
$257K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.97K- 0.28% |
$133K - $148K
|
2.44M
$59.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-7.67K- 1.79% |
$146K - $163K
|
421K
$10.3M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.67K- 11.3% |
$146K - $163K
|
60.2K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.68K- 13.34% |
$146K - $163K
|
49.9K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.92K- 33.93% |
$151K - $168K
|
15.4K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.11K- 3.63% |
$154K - $172K
|
215K
$5.27M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.94K- 10.36% |
$170K - $190K
|
77.4K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.17K- 3.39% |
$174K - $195K
|
261K
$6.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.19K- 24.04% |
$175K - $195K
|
29.1K
$711K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.61K- 1.98% |
$183K - $204K
|
477K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10.1K- 7.22% |
$192K - $215K
|
130K
$3.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3K- 15.24% |
$196K - $219K
|
57.3K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 1.79% |
$201K - $224K
|
580K
$14.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11.6K- 15.36% |
$222K - $247K
|
64.1K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-12K- 17.95% |
$228K - $255K
|
54.9K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.4K- 11.85% |
$236K - $263K
|
92.2K
$2.26M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.7K- 12.21% |
$242K - $270K
|
91.5K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 19.87% |
$243K - $271K
|
51.4K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.2K- 2.04% |
$251K - $280K
|
633K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-16.5K- 75.8% |
$314K - $350K
|
5.27K
$129K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 6.99% |
$337K - $376K
|
236K
$5.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-18K- 65.26% |
$342K - $382K
|
9.57K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-18.6K- 25.54% |
$353K - $394K
|
54.1K
$1.32M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.6K- 22.58% |
$353K - $394K
|
63.7K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.3K- 7.22% |
$405K - $452K
|
273K
$6.68M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-21.8K- 18.9% |
$415K - $463K
|
93.5K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.5K- 11.74% |
$428K - $477K
|
169K
$4.13M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-26.5K- 12.58% |
$504K - $563K
|
184K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35.7K- 6.12% |
$679K - $758K
|
547K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.5K- 40.07% |
$752K - $839K
|
59.1K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.9K- 49.96% |
$798K - $891K
|
42K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 73.25% |
$904K - $1.01M
|
17.4K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.8K- 2.32% |
$966K - $1.08M
|
2.14M
$52.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.8K- 2.32% |
$966K - $1.08M
|
2.14M
$52.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.1K- 4.34% |
$1.09M - $1.21M
|
1.26M
$30.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.8K- 70.28% |
$1.14M - $1.27M
|
25.3K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-65.4K- 48.29% |
$1.24M - $1.39M
|
70.1K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-92K- 10.91% |
$1.75M - $1.95M
|
751K
$18.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 19.82% |
$2.02M - $2.26M
|
430K
$10.5M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-112K- 25.38% |
$2.13M - $2.38M
|
329K
$8.06M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-147K- 4.43% |
$2.79M - $3.12M
|
3.16M
$77.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-219K- 91.13% |
$4.16M - $4.65M
|
21.3K
$521K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-344K- 13.86% |
$6.54M - $7.3M
|
2.14M
$52.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-400K- 10.67% |
$7.62M - $8.5M
|
3.35M
$82M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-405K- 97.25% |
$7.71M - $8.6M
|
11.4K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-452K- 41.23% |
$8.6M - $9.6M
|
644K
$15.8M
|