Purchases and Sales Made in Q1 2025 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
771New |
$19.4K - $23K
|
771
$26.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
706+ 1.06% |
$17.7K - $21.1K
|
67K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
700+ 6.36% |
$17.6K - $20.9K
|
11.7K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
693New |
$17.4K - $20.7K
|
693
$24.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
667+ 1.24% |
$16.8K - $19.9K
|
54.6K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
665+ 0.74% |
$16.7K - $19.8K
|
90.3K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
657+ 2.92% |
$16.5K - $19.6K
|
23.2K
$806K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$16.2K - $19.2K
|
645
$22.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
630+ 4.66% |
$15.8K - $18.8K
|
14.1K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
513+ 1.13% |
$12.9K - $15.3K
|
45.8K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
482+ 3.28% |
$12.1K - $14.4K
|
15.2K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
478+ 0.13% |
$12K - $14.3K
|
372K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
370New |
$9.3K - $11K
|
370
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
350+ 3.22% |
$8.8K - $10.4K
|
11.2K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
272+ 3.4% |
$6.84K - $8.11K
|
8.27K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
209+ 1.65% |
$5.25K - $6.23K
|
12.9K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
203+ 0.58% |
$5.1K - $6.05K
|
35.2K
$1.22M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
200+ 0.28% |
$5.03K - $5.96K
|
72.6K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114New |
$2.87K - $3.4K
|
114
$3.96K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 0.35% |
$2.74K - $3.25K
|
31.7K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$2.51K - $2.98K
|
100
$3.48K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
97+ 0.04% |
$2.44K - $2.89K
|
271K
$9.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 0.98% |
$2.34K - $2.77K
|
9.54K
$331K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
90+ 1.02% |
$2.26K - $2.68K
|
8.91K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
90+ 1.02% |
$2.26K - $2.68K
|
8.91K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40+ 0.33% |
$1.01K - $1.19K
|
12.3K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
36+ 0.17% |
$905 - $1.07K
|
20.9K
$725K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.11% |
$528 - $626
|
19.3K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$101 - $119
|
4
$139
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- -0.0% |
$50.3 - $59.6
|
91.9K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-9- 40.91% |
$226 - $268
|
13
$452
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-22- 0.1% |
$553 - $656
|
22.6K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 0.25% |
$754 - $895
|
12K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-36- 0.22% |
$905 - $1.07K
|
16.5K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-54- 0.15% |
$1.36K - $1.61K
|
35.4K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 17.17% |
$2.41K - $2.86K
|
463
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-99- 0.9% |
$2.49K - $2.95K
|
10.9K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-100- 78.74% |
$2.51K - $2.98K
|
27
$938
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-123- 4.34% |
$3.09K - $3.67K
|
2.71K
$94.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-127- 62.87% |
$3.19K - $3.79K
|
75
$2.61K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-222- 1.7% |
$5.58K - $6.62K
|
12.9K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-293- 2.94% |
$7.37K - $8.74K
|
9.67K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-320- 1.35% |
$8.04K - $9.54K
|
23.4K
$814K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-348- 0.89% |
$8.75K - $10.4K
|
38.9K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-363- 2.58% |
$9.13K - $10.8K
|
13.7K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-378- 4.69% |
$9.5K - $11.3K
|
7.68K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-388- 2.47% |
$9.75K - $11.6K
|
15.3K
$532K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-450- 3.34% |
$11.3K - $13.4K
|
13K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-466- 2.83% |
$11.7K - $13.9K
|
16K
$556K
|