Purchases and Sales Made in Q1 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 31.9% |
$184K - $203K
|
43.9K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.1KNew |
$175K - $193K
|
10.1K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.4K+ 12.25% |
$163K - $180K
|
86.2K
$2.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
8.72K+ 12.36% |
$151K - $167K
|
79.3K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8K+ 27.27% |
$139K - $153K
|
37.3K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.75K+ 35.23% |
$134K - $148K
|
29.8K
$832K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.12K+ 48.94% |
$123K - $136K
|
21.7K
$606K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.5K+ 28.38% |
$113K - $124K
|
29.4K
$822K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.49K+ 13.35% |
$113K - $124K
|
55.1K
$1.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
6.37K+ 13.5% |
$110K - $122K
|
53.5K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.17K+ 35.21% |
$107K - $118K
|
23.7K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.97K+ 19.85% |
$104K - $114K
|
36.1K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.37K+ 4.54% |
$93.2K - $103K
|
124K
$3.46M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.35K+ 36.39% |
$92.8K - $102K
|
20.1K
$561K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.25K+ 10.1% |
$91K - $100K
|
57.2K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.96K+ 5.36% |
$86.1K - $94.9K
|
97.6K
$2.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
4.81K+ 0.8% |
$83.3K - $91.9K
|
604K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.68K+ 2.97% |
$81.2K - $89.6K
|
162K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 45.4% |
$79.1K - $87.3K
|
14.6K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.19K+ 5.69% |
$72.7K - $80.2K
|
77.9K
$2.18M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.58K+ 24.21% |
$62.1K - $68.6K
|
18.4K
$514K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.6K+ 18.26% |
$45.1K - $49.7K
|
16.8K
$471K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
2.5K+ 1.8% |
$43.4K - $47.9K
|
142K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 0.1% |
$42.5K - $46.9K
|
2.47M
$69M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.15KNew |
$37.2K - $41.1K
|
2.15K
$60.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.14K+ 7.91% |
$37.1K - $41K
|
29.2K
$817K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.92K+ 14.92% |
$33.4K - $36.8K
|
14.8K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.92K+ 5.78% |
$33.3K - $36.7K
|
35.2K
$983K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.78K+ 2.39% |
$30.8K - $34K
|
76.1K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
1.57K+ 0.67% |
$27.2K - $30K
|
237K
$6.63M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.46K+ 3.69% |
$25.3K - $27.9K
|
41K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$25.2K - $27.9K
|
1.46K
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.1K+ 2.27% |
$19.1K - $21K
|
49.5K
$1.38M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 0.41% |
$18.6K - $20.5K
|
262K
$7.33M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 6.96% |
$18.3K - $20.2K
|
16.2K
$454K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 11.84% |
$17.3K - $19.1K
|
9.44K
$264K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
950+ 21.32% |
$16.5K - $18.2K
|
5.41K
$151K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
928+ 5.71% |
$16.1K - $17.8K
|
17.2K
$481K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
911New |
$15.8K - $17.4K
|
911
$25.5K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
707New |
$12.3K - $13.5K
|
707
$19.8K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
703+ 0.17% |
$12.2K - $13.4K
|
421K
$11.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
635+ 0.71% |
$11K - $12.1K
|
89.7K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
557+ 0.91% |
$9.66K - $10.7K
|
61.4K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
471+ 0.9% |
$8.17K - $9.01K
|
52.6K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
445New |
$7.72K - $8.51K
|
445
$12.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
316+ 2.34% |
$5.48K - $6.05K
|
13.8K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
298New |
$5.17K - $5.7K
|
298
$8.33K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
250New |
$4.34K - $4.78K
|
250
$6.99K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
240+ 5.73% |
$4.16K - $4.59K
|
4.43K
$124K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
221+ 106.76% |
$3.83K - $4.23K
|
428
$12K
|