Institutional Ownership Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL). We have compiled data on the 379 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
13,473
shares
|
$375,223
0.03% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
13,444
shares
|
$374,415
0.3% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
13,175
shares
|
$366,923
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
13,081
shares
|
$364,305
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
13,018
shares
|
$362,551
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,910
shares
|
$359,543
0.01% of portfolio
|
Q4 2024
Added 39.42%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
12,794
shares
|
$356,312
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,672
shares
|
$352,915
0.0% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
12,306
shares
|
$342,722
0.14% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
12,057
shares
|
$335,787
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,982
shares
|
$333,698
0.01% of portfolio
|
Q3 2024
Reduced 20.97%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,953
shares
|
$332,891
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
11,851
shares
|
$330,050
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,595
shares
|
$322,920
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,348
shares
|
$316,041
0.0% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
11,275
shares
|
$314,008
0.2% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
11,253
shares
|
$313,396
0.09% of portfolio
|
Q4 2023
Reduced 13.66%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
11,042
shares
|
$307,519
0.16% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Jan 24, 2025 Q4 2024 |
11,000
shares
|
$306,350
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,000
shares
|
$306,350
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
10,879
shares
|
$302,980
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,805
shares
|
$300,919
0.13% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
10,687
shares
|
$297,632
0.02% of portfolio
|
Q4 2024
Reduced 18.29%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,575
shares
|
$294,513
0.35% of portfolio
|
Q4 2022
Reduced 68.0%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,551
shares
|
$293,845
0.0% of portfolio
|
Q4 2024
Reduced 7.86%
|