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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.19K- 7.86% |
$62.2K - $71.8K
|
25.7K
$892K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-2.2K- 1.83% |
$62.6K - $72.2K
|
118K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.22K- 6.04% |
$63.1K - $72.8K
|
34.6K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.41K- 0.49% |
$68.4K - $78.9K
|
485K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.41K- 6.8% |
$68.4K - $78.9K
|
33K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.42K- 2.38% |
$68.6K - $79.2K
|
99.1K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.62K- 0.69% |
$74.3K - $85.7K
|
376K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.68K- 6.39% |
$76K - $87.7K
|
39.2K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-2.72K- 6.53% |
$77.1K - $89K
|
38.9K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.72K- 1.0% |
$77.3K - $89.1K
|
269K
$9.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 7.63% |
$77.6K - $89.6K
|
33.1K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.75K- 11.6% |
$78.1K - $90.1K
|
21K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.86K- 3.45% |
$81.1K - $93.6K
|
79.9K
$2.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-2.94K- 6.3% |
$83.4K - $96.2K
|
43.7K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.96K- 1.91% |
$84.1K - $97K
|
152K
$5.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.02K- 3.64% |
$85.8K - $99K
|
80.1K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.06K- 14.98% |
$86.9K - $100K
|
17.4K
$604K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.21K- 15.96% |
$91.1K - $105K
|
16.9K
$587K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.25K- 6.0% |
$92.3K - $107K
|
51K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.32K- 8.55% |
$94.4K - $109K
|
35.6K
$1.24M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-3.41K- 26.44% |
$96.8K - $112K
|
9.49K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.42K- 10.49% |
$97.1K - $112K
|
29.2K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-3.63K- 23.63% |
$103K - $119K
|
11.7K
$407K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-4.12K- 24.79% |
$117K - $135K
|
12.5K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.16K- 27.04% |
$118K - $136K
|
11.2K
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 12.66% |
$120K - $139K
|
29.2K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.33K- 13.66% |
$123K - $142K
|
27.4K
$951K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.51K- 8.73% |
$128K - $148K
|
47.2K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.75K- 16.86% |
$135K - $155K
|
23.4K
$814K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.01K- 3.89% |
$142K - $164K
|
124K
$4.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5.36K- 1.12% |
$152K - $175K
|
475K
$16.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-5.39K- 12.66% |
$153K - $177K
|
37.2K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-5.55K- 1.61% |
$157K - $182K
|
338K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.4K- 1.19% |
$182K - $210K
|
532K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.44K- 47.23% |
$183K - $211K
|
7.2K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-6.5K- 42.48% |
$185K - $213K
|
8.8K
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.55K- 7.13% |
$186K - $215K
|
85.4K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-6.6K- 23.91% |
$187K - $216K
|
21K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.6K- 32.12% |
$187K - $216K
|
14K
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-7.05K- 8.22% |
$200K - $231K
|
78.6K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-7.35K- 32.44% |
$209K - $241K
|
15.3K
$532K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.42K- 13.84% |
$239K - $276K
|
52.4K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-8.55K- 9.51% |
$243K - $280K
|
81.4K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.76K- 27.84% |
$249K - $287K
|
22.7K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
SELL
|
- |
-8.95K- 17.67% |
$254K - $293K
|
41.7K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9.74K- 10.59% |
$276K - $319K
|
82.2K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-9.78K- 99.45% |
$278K - $320K
|
54
$1.88K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-11K- 4.83% |
$312K - $359K
|
217K
$7.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-11K- 55.66% |
$313K - $361K
|
8.79K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.2K- 18.96% |
$317K - $365K
|
47.7K
$1.66M
|