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 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.28K+ 8.62% |
$23.3K - $25.1K
|
16.1K
$394K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.19K+ 4.2% |
$21.7K - $23.3K
|
29.5K
$721K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.12K+ 0.46% |
$20.3K - $21.9K
|
242K
$5.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$19.7K - $21.2K
|
1.08K
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 8.19% |
$18.4K - $19.7K
|
13.3K
$325K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
805+ 4.78% |
$14.7K - $15.8K
|
17.6K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
522+ 0.19% |
$9.53K - $10.2K
|
271K
$6.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
475+ 3.23% |
$8.67K - $9.32K
|
15.2K
$371K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
387+ 3.31% |
$7.06K - $7.6K
|
12.1K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
330+ 1.75% |
$6.02K - $6.48K
|
19.2K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
251+ 1.47% |
$4.58K - $4.93K
|
17.3K
$424K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
192+ 0.48% |
$3.5K - $3.77K
|
40K
$980K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
155+ 0.86% |
$2.83K - $3.04K
|
18.3K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
150+ 60.0% |
$2.74K - $2.94K
|
400
$9.78K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
111New |
$2.03K - $2.18K
|
111
$2.72K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
67+ 4.45% |
$1.22K - $1.32K
|
1.57K
$38.5K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
30+ 0.07% |
$548 - $589
|
43.2K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$329 - $353
|
18
$440
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3- 0.01% |
$54.8 - $58.9
|
35.2K
$860K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 7.25% |
$183 - $196
|
128
$3.13K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 0.29% |
$730 - $785
|
13.8K
$337K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-43- 0.05% |
$785 - $844
|
82.1K
$2.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-50- 0.04% |
$913 - $982
|
142K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52- 12.15% |
$949 - $1.02K
|
376
$9.2K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-56- 6.45% |
$1.02K - $1.1K
|
812
$19.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-80- 34.78% |
$1.46K - $1.57K
|
150
$3.67K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-118- 0.49% |
$2.15K - $2.32K
|
24.1K
$590K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-143- 2.78% |
$2.61K - $2.81K
|
5K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-182- 61.07% |
$3.32K - $3.57K
|
116
$2.84K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-194- 0.2% |
$3.54K - $3.81K
|
99.1K
$2.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-202- 0.91% |
$3.69K - $3.97K
|
22K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-209- 1.19% |
$3.81K - $4.1K
|
17.3K
$424K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-298- 6.73% |
$5.44K - $5.85K
|
4.13K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-346- 48.94% |
$6.31K - $6.79K
|
361
$8.83K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-381- 0.54% |
$6.95K - $7.48K
|
69.7K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-558- 1.99% |
$10.2K - $11K
|
27.5K
$674K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-586- 2.07% |
$10.7K - $11.5K
|
27.8K
$680K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-589- 1.07% |
$10.7K - $11.6K
|
54.5K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-686- 0.88% |
$12.5K - $13.5K
|
77.2K
$1.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-889- 0.64% |
$16.2K - $17.5K
|
138K
$3.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-971- 3.09% |
$17.7K - $19.1K
|
30.4K
$744K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1K- 1.75% |
$18.3K - $19.6K
|
56.2K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 6.19% |
$18.3K - $19.7K
|
15.2K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 0.92% |
$20.8K - $22.4K
|
123K
$3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 5.58% |
$29.8K - $32K
|
27.6K
$675K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.7K- 9.6% |
$31K - $33.4K
|
16K
$391K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.7K- 9.6% |
$31K - $33.4K
|
16K
$391K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.76K- 8.55% |
$32.1K - $34.5K
|
18.8K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.07K- 6.48% |
$37.7K - $40.6K
|
29.8K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.91K- 2.62% |
$53.1K - $57.1K
|
108K
$2.65M
|