Purchases and Sales Made in Q2 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.93K- 15.05% |
$53.4K - $57.5K
|
16.5K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 20.07% |
$53.5K - $57.6K
|
11.7K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.07K- 8.31% |
$56.1K - $60.3K
|
33.9K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.77K- 6.66% |
$68.8K - $74K
|
52.8K
$1.44M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.23K- 11.48% |
$77.2K - $83.1K
|
32.6K
$891K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.34K- 6.5% |
$79.2K - $85.2K
|
62.4K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.46K- 21.22% |
$81.4K - $87.5K
|
16.6K
$452K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.72K- 4.39% |
$86.1K - $92.6K
|
103K
$2.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.95K- 5.5% |
$90.4K - $97.2K
|
85.1K
$2.32M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-5K- 3.57% |
$91.3K - $98.2K
|
135K
$3.69M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-5K- 3.57% |
$91.3K - $98.2K
|
135K
$3.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5.21K- 5.46% |
$95K - $102K
|
90.1K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-5.26K- 0.87% |
$95.9K - $103K
|
599K
$16.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.35K- 26.68% |
$97.6K - $105K
|
14.7K
$401K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-6.27K- 97.21% |
$114K - $123K
|
180
$4.91K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-6.47K- 2.79% |
$118K - $127K
|
225K
$6.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.66K- 4.6% |
$122K - $131K
|
138K
$3.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.39K- 13.94% |
$135K - $145K
|
45.6K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10.1K- 7.65% |
$185K - $199K
|
122K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 0.42% |
$187K - $201K
|
2.46M
$67.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11K- 11.28% |
$201K - $216K
|
86.6K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12.7K- 2.53% |
$232K - $250K
|
490K
$13.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-13.4K- 3.15% |
$244K - $263K
|
411K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.7K- 10.54% |
$268K - $289K
|
125K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-20K- 10.31% |
$365K - $393K
|
174K
$4.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-22.4K- 78.42% |
$409K - $440K
|
6.17K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 1.03% |
$457K - $492K
|
2.41M
$65.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.3K- 47.68% |
$499K - $536K
|
30K
$818K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29K- 12.29% |
$529K - $569K
|
207K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-32K- 4.48% |
$584K - $628K
|
683K
$18.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.9K- 3.57% |
$673K - $724K
|
997K
$27.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-40.3K- 50.84% |
$735K - $791K
|
39K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-59.5K- 43.01% |
$1.09M - $1.17M
|
78.8K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-60.3K- 69.62% |
$1.1M - $1.18M
|
26.3K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73.8K- 96.01% |
$1.35M - $1.45M
|
3.07K
$83.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-84.3K- 19.71% |
$1.54M - $1.65M
|
343K
$9.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-86.2K- 8.06% |
$1.57M - $1.69M
|
983K
$26.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-144K- 58.13% |
$2.64M - $2.83M
|
104K
$2.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-330K- 83.25% |
$6.02M - $6.47M
|
66.3K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-337K- 80.16% |
$6.16M - $6.62M
|
83.5K
$2.28M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-513K- 97.05% |
$9.36M - $10.1M
|
15.6K
$426K
|