Purchases and Sales Made in Q1 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-65- 0.35% |
$1.24K - $1.38K
|
18.6K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-97- 0.83% |
$1.85K - $2.06K
|
11.7K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-122- 0.54% |
$2.32K - $2.59K
|
22.6K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-150- 83.33% |
$2.85K - $3.19K
|
30
$819
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 17.39% |
$3.81K - $4.25K
|
950
$25.9K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 0.2% |
$3.81K - $4.25K
|
101K
$2.76M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-200- 1.92% |
$3.81K - $4.25K
|
10.2K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-291- 0.32% |
$5.54K - $6.18K
|
91.6K
$2.5M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-310- 6.13% |
$5.9K - $6.58K
|
4.74K
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-311- 1.37% |
$5.92K - $6.61K
|
22.4K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-354- 1.1% |
$6.74K - $7.52K
|
31.7K
$866K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-404- 0.98% |
$7.69K - $8.58K
|
40.9K
$1.12M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-410- 0.17% |
$7.8K - $8.71K
|
235K
$6.42M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-440- 2.58% |
$8.37K - $9.35K
|
16.6K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-470- 0.54% |
$8.94K - $9.98K
|
86.7K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-617- 1.2% |
$11.7K - $13.1K
|
51K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-803- 0.79% |
$15.3K - $17.1K
|
101K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-873- 19.88% |
$16.6K - $18.5K
|
3.52K
$96.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-879- 5.17% |
$16.7K - $18.7K
|
16.1K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 5.7% |
$19.9K - $22.2K
|
17.3K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.1K- 1.85% |
$20.8K - $23.3K
|
58K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.28K- 5.23% |
$24.4K - $27.3K
|
23.2K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.37K- 5.53% |
$26K - $29.1K
|
23.4K
$638K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 7.56% |
$27.4K - $30.5K
|
17.6K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.5K- 9.84% |
$28.5K - $31.9K
|
13.8K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55K- 2.05% |
$29.5K - $32.9K
|
74.2K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.65K- 5.95% |
$31.4K - $35K
|
26.1K
$712K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 1.63% |
$33.9K - $37.9K
|
108K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.2K- 28.92% |
$41.9K - $46.8K
|
5.42K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.27K- 1.89% |
$43.2K - $48.2K
|
118K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 12.41% |
$47.7K - $53.3K
|
17.7K
$483K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.58K- 3.76% |
$49.1K - $54.8K
|
66.1K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.72K- 2.45% |
$51.7K - $57.7K
|
108K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.85K- 6.46% |
$54.3K - $60.6K
|
41.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.05K- 2.94% |
$58K - $64.7K
|
101K
$2.75M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.12K- 11.77% |
$59.4K - $66.3K
|
23.4K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.19K- 1.57% |
$60.7K - $67.8K
|
201K
$5.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-3.96K- 13.55% |
$75.4K - $84.1K
|
25.3K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.03K- 12.53% |
$76.7K - $85.6K
|
28.1K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.16K- 9.13% |
$79.1K - $88.3K
|
41.4K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.32K- 0.65% |
$82.1K - $91.7K
|
662K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.5K- 14.58% |
$85.6K - $95.6K
|
26.4K
$720K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.84K- 7.09% |
$92K - $103K
|
63.4K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-5K- 26.54% |
$95.2K - $106K
|
13.8K
$378K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5.03K- 6.62% |
$95.7K - $107K
|
70.9K
$1.94M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.24K- 1.04% |
$99.7K - $111K
|
497K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.32K- 86.21% |
$101K - $113K
|
851
$23.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-5.34K- 0.66% |
$102K - $113K
|
800K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.38K- 1.07% |
$102K - $114K
|
497K
$13.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5.5K- 40.74% |
$105K - $117K
|
8K
$218K
|