Purchases and Sales Made in Q3 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 67.16% |
$40.1K - $45.9K
|
4.48K
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 0.37% |
$38.4K - $44K
|
462K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.72K+ 1.36% |
$38.2K - $43.7K
|
127K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.67K+ 3.18% |
$37.2K - $42.7K
|
54.2K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.66K+ 8.41% |
$36.9K - $42.3K
|
21.4K
$523K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.64K+ 0.56% |
$36.5K - $41.9K
|
297K
$7.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.6K+ 13.48% |
$35.6K - $40.8K
|
13.4K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.58K+ 1.97% |
$35.2K - $40.4K
|
81.8K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 8.47% |
$31.6K - $36.2K
|
18.2K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 9.13% |
$31K - $35.5K
|
16.7K
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.23K+ 10.35% |
$27.3K - $31.3K
|
13.1K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 2.33% |
$25.3K - $29K
|
49.8K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
946+ 1.55% |
$21.1K - $24.1K
|
62.2K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
902+ 1.56% |
$20.1K - $23K
|
58.8K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
800+ 8.22% |
$17.8K - $20.4K
|
10.5K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
750+ 8.02% |
$16.7K - $19.1K
|
10.1K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
733+ 5.92% |
$16.3K - $18.7K
|
13.1K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 3.14% |
$14.9K - $17.1K
|
22K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
500+ 3.71% |
$11.1K - $12.8K
|
14K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
399+ 160.24% |
$8.88K - $10.2K
|
648
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
353+ 40.72% |
$7.86K - $9.01K
|
1.22K
$29.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
301New |
$6.7K - $7.68K
|
301
$7.36K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 1.86% |
$6.68K - $7.65K
|
16.4K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
240+ 5.63% |
$5.34K - $6.12K
|
4.51K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200+ 0.63% |
$4.45K - $5.1K
|
31.9K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
163+ 0.37% |
$3.63K - $4.16K
|
44.1K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
153+ 1.41% |
$3.41K - $3.9K
|
11K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
79New |
$1.76K - $2.02K
|
79
$1.93K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
50+ 0.3% |
$1.11K - $1.28K
|
16.7K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
30+ 0.18% |
$668 - $765
|
16.8K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25+ 0.25% |
$557 - $638
|
10K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.09% |
$223 - $255
|
11.5K
$280K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 27.27% |
$66.8 - $76.5
|
14
$342
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.09% |
$401 - $459
|
18.9K
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-48- 0.36% |
$1.07K - $1.22K
|
13.4K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-50- 0.28% |
$1.11K - $1.28K
|
17.7K
$433K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-52Closed |
$1.16K - $1.33K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 0.32% |
$2.23K - $2.55K
|
31.1K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-134- 0.25% |
$2.98K - $3.42K
|
54.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-166- 0.58% |
$3.7K - $4.23K
|
28.3K
$692K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-229- 1.65% |
$5.1K - $5.84K
|
13.7K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-257- 0.63% |
$5.72K - $6.56K
|
40.5K
$991K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-270- 1.67% |
$6.01K - $6.89K
|
15.9K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-288- 2.12% |
$6.41K - $7.35K
|
13.3K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-355- 0.16% |
$7.9K - $9.06K
|
220K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-395- 0.96% |
$8.79K - $10.1K
|
40.6K
$992K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-395- 1.75% |
$8.79K - $10.1K
|
22.2K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-413- 1.79% |
$9.19K - $10.5K
|
22.6K
$554K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-494- 0.49% |
$11K - $12.6K
|
100K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-547- 0.66% |
$12.2K - $14K
|
82.9K
$2.03M
|