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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-550- 4.97% |
$12.2K - $14K
|
10.5K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-562- 2.84% |
$12.5K - $14.3K
|
19.2K
$470K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-588- 74.71% |
$13.1K - $15K
|
199
$4.87K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-600- 12.5% |
$13.4K - $15.3K
|
4.2K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-619- 16.1% |
$13.8K - $15.8K
|
3.23K
$78.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-696- 1.47% |
$15.5K - $17.8K
|
46.5K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-716- 1.08% |
$15.9K - $18.3K
|
65.3K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-767- 0.83% |
$17.1K - $19.6K
|
91.4K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-780- 2.37% |
$17.4K - $19.9K
|
32.2K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-833- 3.65% |
$18.5K - $21.2K
|
22K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-852- 1.33% |
$19K - $21.7K
|
63K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 24.08% |
$24.2K - $27.7K
|
3.42K
$83.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.3K- 1.34% |
$28.9K - $33.1K
|
95.7K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.32K- 5.79% |
$29.3K - $33.6K
|
21.4K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 0.47% |
$29.5K - $33.8K
|
280K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.44K- 4.91% |
$32K - $36.7K
|
27.9K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.75K- 12.73% |
$39K - $44.6K
|
12K
$294K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.86K- 2.9% |
$41.4K - $47.5K
|
62.3K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2K- 11.49% |
$44.5K - $51K
|
15.4K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 3.25% |
$45.1K - $51.6K
|
60.3K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.12K- 7.93% |
$47.1K - $54K
|
24.6K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.15K- 98.98% |
$47.7K - $54.7K
|
22
$538
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-2.2K- 0.45% |
$48.9K - $56.1K
|
487K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.63K- 5.14% |
$58.6K - $67.2K
|
48.6K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.67K- 8.16% |
$59.4K - $68.1K
|
30.1K
$735K
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-2.7K- 1.16% |
$60K - $68.8K
|
230K
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.85K- 4.51% |
$63.4K - $72.7K
|
60.3K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-2.99K- 5.03% |
$66.5K - $76.2K
|
56.4K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.14K- 7.81% |
$69.8K - $80K
|
37K
$905K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.18K- 20.97% |
$70.8K - $81.1K
|
12K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.22K- 22.37% |
$71.6K - $82.1K
|
11.2K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.11K- 18.25% |
$91.6K - $105K
|
18.4K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.5K- 2.82% |
$100K - $115K
|
155K
$3.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-4.57K- 24.75% |
$102K - $117K
|
13.9K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.84K- 7.81% |
$108K - $124K
|
57.2K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.91K- 1.18% |
$109K - $125K
|
412K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.95K- 12.5% |
$110K - $126K
|
34.7K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-6.05K- 14.58% |
$135K - $154K
|
35.5K
$868K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.3K- 7.5% |
$140K - $161K
|
77.8K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.35K- 7.04% |
$141K - $162K
|
83.8K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-6.36K- 4.75% |
$142K - $162K
|
128K
$3.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-6.4K- 2.74% |
$142K - $163K
|
227K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.28K- 47.29% |
$162K - $186K
|
8.12K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.42K- 0.22% |
$165K - $189K
|
3.33M
$81.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.11K- 1.75% |
$181K - $207K
|
456K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.8K- 14.45% |
$196K - $225K
|
52.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.08K- 1.45% |
$202K - $232K
|
617K
$15.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-9.91K- 10.55% |
$221K - $253K
|
84.1K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 27.47% |
$229K - $263K
|
27.2K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-11.8K- 3.6% |
$262K - $300K
|
315K
$7.71M
|