Purchases and Sales Made in Q2 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q2 2023. 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 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.9K+ 82.53% |
$419K - $450K
|
50.7K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
22K+ 32.5% |
$401K - $432K
|
89.7K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$330K - $355K
|
18.1K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
15KNew |
$274K - $294K
|
15K
$367K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.4KNew |
$245K - $264K
|
13.4K
$329K
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
13.3K+ 2.14% |
$242K - $260K
|
634K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
13K+ 6.39% |
$237K - $255K
|
217K
$5.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
11.7KNew |
$214K - $230K
|
11.7K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 2.16% |
$206K - $222K
|
536K
$13.1M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
10.8K+ 42.11% |
$196K - $211K
|
36.3K
$888K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$194K - $209K
|
10.6K
$260K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.56K+ 4.64% |
$175K - $188K
|
216K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.27K+ 64.47% |
$169K - $182K
|
23.6K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 5.43% |
$148K - $159K
|
157K
$3.85M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.68K+ 2.93% |
$140K - $151K
|
270K
$6.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.46K+ 25.38% |
$136K - $146K
|
36.9K
$902K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.42K+ 24.93% |
$135K - $146K
|
37.2K
$909K
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
7.33K+ 13.68% |
$134K - $144K
|
60.9K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.14K+ 8.29% |
$130K - $140K
|
93.3K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.07K+ 16.09% |
$129K - $139K
|
51K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6.69K+ 1503.82% |
$122K - $131K
|
7.14K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.62K+ 17.43% |
$121K - $130K
|
44.6K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.6KNew |
$120K - $130K
|
6.6K
$161K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.21KNew |
$113K - $122K
|
6.21K
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.11K+ 0.91% |
$111K - $120K
|
674K
$16.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
5.94K+ 2.62% |
$108K - $117K
|
233K
$5.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
5.54K+ 2.96% |
$101K - $109K
|
192K
$4.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
5.3K+ 6.96% |
$96.6K - $104K
|
81.4K
$1.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
5.27K+ 2.22% |
$96.1K - $103K
|
243K
$5.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.13K+ 1.66% |
$93.7K - $101K
|
314K
$7.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.11K+ 10.32% |
$93.2K - $100K
|
54.6K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.85K+ 126.99% |
$88.5K - $95.2K
|
8.67K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
4.39KNew |
$80.2K - $86.2K
|
4.39K
$107K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.27KNew |
$77.9K - $83.8K
|
4.27K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.13K+ 32.65% |
$75.4K - $81.1K
|
16.8K
$410K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
4.12K+ 76.21% |
$75.2K - $80.9K
|
9.53K
$233K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.06K+ 29.91% |
$74.1K - $79.7K
|
17.6K
$431K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.78K+ 6.25% |
$69K - $74.2K
|
64.3K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.43K+ 5.73% |
$62.6K - $67.3K
|
63.3K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.73KNew |
$49.8K - $53.6K
|
2.73K
$66.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.69K+ 9.0% |
$49.1K - $52.9K
|
32.6K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.6K+ 17.17% |
$47.4K - $50.9K
|
17.7K
$433K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.49K+ 13.11% |
$45.5K - $49K
|
21.5K
$526K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.3K+ 2.56% |
$41.9K - $45.1K
|
92K
$2.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2K+ 11.3% |
$36.5K - $39.3K
|
19.7K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.8K+ 1.74% |
$32.9K - $35.4K
|
106K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.64K+ 3.58% |
$29.9K - $32.2K
|
47.4K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 6.48% |
$28.1K - $30.2K
|
25.2K
$617K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.53K+ 3.09% |
$27.9K - $30K
|
51.1K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.37K+ 0.84% |
$25K - $26.9K
|
164K
$4M
|