Purchases and Sales Made in Q2 2025 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.6K+ 80.32% |
$273K - $314K
|
21.6K
$749K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.57K+ 55.69% |
$272K - $314K
|
26.8K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.13K+ 28.66% |
$259K - $299K
|
41K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.94KNew |
$254K - $293K
|
8.94K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.82KNew |
$250K - $289K
|
8.82K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.42KNew |
$239K - $276K
|
8.42K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.39K+ 45.19% |
$238K - $275K
|
27K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.38K+ 1.54% |
$238K - $275K
|
554K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
8.34K+ 3.73% |
$237K - $273K
|
232K
$8.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.08KNew |
$229K - $265K
|
8.08K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.75KNew |
$220K - $254K
|
7.75K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$213K - $246K
|
7.51K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.24K+ 9.89% |
$206K - $237K
|
80.4K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.16KNew |
$203K - $235K
|
7.16K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.1KNew |
$202K - $233K
|
7.1K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.02K+ 5.1% |
$199K - $230K
|
145K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.73K+ 2.17% |
$191K - $220K
|
317K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
6.6KNew |
$187K - $216K
|
6.6K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.4KNew |
$182K - $210K
|
6.4K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.32K+ 7.53% |
$179K - $207K
|
90.3K
$3.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.3K+ 5.0% |
$179K - $206K
|
132K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
6.08K+ 88.17% |
$173K - $199K
|
13K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
6.05K+ 4.41% |
$172K - $198K
|
143K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.12K+ 8.12% |
$145K - $168K
|
68.1K
$2.37M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 3.55% |
$142K - $164K
|
146K
$5.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.77K+ 64.63% |
$135K - $156K
|
12.1K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 22.86% |
$118K - $136K
|
22.4K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.15K+ 1.11% |
$118K - $136K
|
376K
$13.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
4.1K+ 13.53% |
$116K - $134K
|
34.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96K+ 13.35% |
$113K - $130K
|
33.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.89K+ 1.3% |
$110K - $127K
|
303K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 7.16% |
$86.5K - $99.8K
|
45.6K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.04K+ 4.94% |
$86.2K - $99.4K
|
64.5K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.02K+ 33.19% |
$85.9K - $99K
|
12.1K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
3K+ 9.97% |
$85.2K - $98.3K
|
33.1K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.85K+ 38.89% |
$80.9K - $93.3K
|
10.2K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.79K+ 10.84% |
$79.2K - $91.4K
|
28.5K
$991K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
2.71K+ 1.38% |
$76.9K - $88.7K
|
199K
$6.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.66K+ 5.58% |
$75.4K - $87K
|
50.2K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.56K+ 4.69% |
$72.7K - $83.9K
|
57.2K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 74.42% |
$72.3K - $83.3K
|
5.97K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$71.3K - $82.3K
|
2.51K
$87.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 12.88% |
$70.6K - $81.5K
|
21.8K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.21K+ 1.13% |
$62.6K - $72.2K
|
197K
$6.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.05K+ 26.74% |
$58.3K - $67.2K
|
9.73K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.02K+ 7.02% |
$57.2K - $66K
|
30.8K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 3.46% |
$56.8K - $65.5K
|
59.8K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.86K+ 16.67% |
$52.8K - $60.9K
|
13K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.68KNew |
$47.6K - $54.9K
|
1.68K
$58.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.56K+ 5.89% |
$44.2K - $51K
|
28K
$973K
|