Purchases and Sales Made in Q3 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17KNew |
$379K - $434K
|
17K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17KNew |
$379K - $434K
|
17K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.5KNew |
$367K - $420K
|
16.5K
$522K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 22.96% |
$352K - $403K
|
84.6K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.4K+ 107.98% |
$298K - $341K
|
25.8K
$816K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 13.44% |
$290K - $333K
|
110K
$3.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7K+ 22.44% |
$283K - $324K
|
69.3K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 5.15% |
$281K - $322K
|
258K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
11.8KNew |
$262K - $300K
|
11.8K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6K+ 24.57% |
$258K - $296K
|
58.8K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.2K+ 31.87% |
$249K - $285K
|
46.2K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.1K+ 123.89% |
$248K - $284K
|
20.1K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 4.04% |
$246K - $282K
|
285K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.4KNew |
$232K - $265K
|
10.4K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 9.62% |
$229K - $263K
|
117K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.2KNew |
$228K - $261K
|
10.2K
$324K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.82KNew |
$219K - $251K
|
9.82K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.81K+ 26.95% |
$218K - $250K
|
46.2K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.67KNew |
$215K - $247K
|
9.67K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.63KNew |
$214K - $246K
|
9.63K
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.26KNew |
$206K - $236K
|
9.26K
$293K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.25KNew |
$206K - $236K
|
9.25K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9KNew |
$200K - $230K
|
9K
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.85KNew |
$197K - $226K
|
8.85K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
8.59KNew |
$191K - $219K
|
8.59K
$272K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.52KNew |
$190K - $217K
|
8.52K
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8.49KNew |
$189K - $217K
|
8.49K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
8.48KNew |
$189K - $216K
|
8.48K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.04KNew |
$179K - $205K
|
8.04K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
7.96K+ 8.7% |
$177K - $203K
|
99.5K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
7.81K+ 11.05% |
$174K - $199K
|
78.5K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 7.51% |
$164K - $187K
|
105K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.29K+ 2.24% |
$162K - $186K
|
333K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.85K+ 11.31% |
$130K - $149K
|
57.6K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5.83K+ 152.59% |
$130K - $149K
|
9.65K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.8K+ 40.21% |
$129K - $148K
|
20.2K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.72K+ 10.19% |
$127K - $146K
|
61.8K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.46K+ 29.67% |
$99.2K - $114K
|
19.5K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.45K+ 5.25% |
$99.1K - $114K
|
89.3K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.38K+ 1.7% |
$97.5K - $112K
|
262K
$8.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.79K+ 18.98% |
$84.4K - $96.8K
|
23.8K
$753K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.12K+ 1.43% |
$69.4K - $79.6K
|
221K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.93K+ 7.4% |
$65.3K - $74.8K
|
42.6K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.9K+ 8.76% |
$64.6K - $74K
|
36K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.77K+ 58.45% |
$61.7K - $70.7K
|
7.52K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.47K+ 7.27% |
$54.9K - $62.9K
|
36.4K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 6.71% |
$51.7K - $59.3K
|
36.9K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32K+ 8.58% |
$51.7K - $59.2K
|
29.4K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 66.86% |
$45.6K - $52.3K
|
5.12K
$162K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.89K+ 6.23% |
$42K - $48.1K
|
32.1K
$1.02M
|