Purchases and Sales Made in Q4 2021 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
618K+ 279.18% |
$10.4M - $11.1M
|
839K
$23.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
587KNew |
$9.88M - $10.5M
|
587K
$16.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
582KNew |
$9.79M - $10.4M
|
582K
$16.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
413KNew |
$6.95M - $7.4M
|
413K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
295K+ 536.36% |
$4.96M - $5.28M
|
350K
$9.81M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
210K+ 11786.0% |
$3.53M - $3.75M
|
211K
$5.92M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
207KNew |
$3.49M - $3.71M
|
207K
$5.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
163K+ 22.8% |
$2.74M - $2.92M
|
877K
$24.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
152KNew |
$2.56M - $2.73M
|
152K
$4.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
147K+ 31.13% |
$2.48M - $2.64M
|
620K
$17.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
135KNew |
$2.27M - $2.41M
|
135K
$3.77M
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
134KNew |
$2.25M - $2.39M
|
134K
$3.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
121KNew |
$2.04M - $2.17M
|
121K
$3.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.3K+ 44.52% |
$1.65M - $1.76M
|
319K
$8.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
98.1K+ 16.67% |
$1.65M - $1.76M
|
686K
$19.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
81.3K+ 113.57% |
$1.37M - $1.46M
|
153K
$4.28M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
74.4KNew |
$1.25M - $1.33M
|
74.4K
$2.09M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65.4KNew |
$1.1M - $1.17M
|
65.4K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.4K+ 71.27% |
$1.05M - $1.12M
|
150K
$4.2M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
54.2KNew |
$913K - $971K
|
54.2K
$1.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
52.5KNew |
$884K - $941K
|
52.5K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
46.3KNew |
$779K - $830K
|
46.3K
$1.3M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
45.9KNew |
$772K - $822K
|
45.9K
$1.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
44K+ 16.03% |
$741K - $789K
|
319K
$8.94M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
39.5KNew |
$665K - $708K
|
39.5K
$1.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.5K+ 12.87% |
$564K - $600K
|
294K
$8.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
31.9K+ 13.94% |
$537K - $571K
|
261K
$7.31M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
28.9KNew |
$486K - $517K
|
28.9K
$808K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
28.1KNew |
$472K - $502K
|
28.1K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.8K+ 16.56% |
$468K - $498K
|
196K
$5.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.1KNew |
$456K - $485K
|
27.1K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26K+ 44.83% |
$438K - $466K
|
84K
$2.35M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.1K+ 27.92% |
$406K - $432K
|
111K
$3.1M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.9KNew |
$385K - $410K
|
22.9K
$642K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20KNew |
$337K - $359K
|
20K
$561K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
18.9KNew |
$318K - $339K
|
18.9K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
18KNew |
$302K - $322K
|
18K
$503K
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
17.7KNew |
$298K - $317K
|
17.7K
$496K
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
16.9KNew |
$284K - $302K
|
16.9K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.5K+ 25.75% |
$260K - $277K
|
75.5K
$2.12M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.8KNew |
$249K - $265K
|
14.8K
$414K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
14.1K+ 26.73% |
$237K - $253K
|
66.9K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.6KNew |
$229K - $244K
|
13.6K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 3.78% |
$215K - $228K
|
350K
$9.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.8KNew |
$198K - $211K
|
11.8K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11.4KNew |
$192K - $205K
|
11.4K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 0.36% |
$188K - $200K
|
3.09M
$86.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
10.7KNew |
$180K - $191K
|
10.7K
$299K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$172K - $183K
|
10.2K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10K+ 7.88% |
$169K - $180K
|
137K
$3.85M
|