Purchases and Sales Made in Q4 2021 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
250New |
$4.21K - $4.48K
|
250
$7.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
232+ 0.32% |
$3.9K - $4.16K
|
73.4K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
210+ 1.3% |
$3.53K - $3.76K
|
16.4K
$504K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140New |
$2.36K - $2.51K
|
140
$4.31K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
117+ 433.33% |
$1.97K - $2.1K
|
144
$4.44K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 0.55% |
$1.68K - $1.79K
|
18.2K
$560K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
86New |
$1.45K - $1.54K
|
86
$2.65K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
14+ 0.93% |
$236 - $251
|
1.51K
$46.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$219 - $233
|
17K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$151 - $161
|
16.9K
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.08% |
$168 - $179
|
11.8K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12- 5.85% |
$202 - $215
|
193
$5.95K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-15- 0.12% |
$252 - $269
|
12.4K
$383K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 0.52% |
$337 - $358
|
3.82K
$118K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-27- 0.13% |
$454 - $484
|
21.1K
$651K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-33Closed |
$555 - $591
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-40- 0.1% |
$673 - $716
|
40.2K
$1.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-56- 0.14% |
$942 - $1K
|
39.1K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-86- 17.13% |
$1.45K - $1.54K
|
416
$12.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-86- 0.28% |
$1.45K - $1.54K
|
30.7K
$946K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-126Closed |
$2.12K - $2.26K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-132Closed |
$2.22K - $2.36K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-400- 1.19% |
$6.73K - $7.16K
|
33.1K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-500- 4.31% |
$8.42K - $8.96K
|
11.1K
$342K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-515- 0.78% |
$8.67K - $9.22K
|
65.8K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-750Closed |
$12.6K - $13.4K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-863- 66.74% |
$14.5K - $15.5K
|
430
$13.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-879Closed |
$14.8K - $15.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-928Closed |
$15.6K - $16.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.01K- 3.91% |
$17K - $18.1K
|
24.8K
$765K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.14K- 75.87% |
$19.2K - $20.4K
|
362
$11.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 4.67% |
$20.9K - $22.2K
|
25.3K
$780K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.26K- 2.84% |
$21.3K - $22.6K
|
43.3K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.31K- 2.55% |
$22K - $23.4K
|
49.8K
$1.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.7% |
$22.1K - $23.5K
|
13.8K
$424K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.4K- 5.9% |
$23.6K - $25.1K
|
22.3K
$688K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.57K- 51.94% |
$26.4K - $28.1K
|
1.45K
$44.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 0.78% |
$33.7K - $35.8K
|
253K
$7.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.04K- 1.01% |
$34.4K - $36.6K
|
199K
$6.14M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-2.12K- 2.49% |
$35.7K - $38K
|
83.1K
$2.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.2K- 3.86% |
$37K - $39.4K
|
54.8K
$1.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.34K- 5.6% |
$39.3K - $41.8K
|
39.4K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.36K- 6.56% |
$39.8K - $42.3K
|
33.7K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.36K- 6.6% |
$39.8K - $42.3K
|
33.5K
$1.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.46K- 9.65% |
$41.4K - $44.1K
|
23K
$710K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.5K- 16.03% |
$42.1K - $44.8K
|
13.1K
$404K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 15.85% |
$43.8K - $46.6K
|
13.8K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.67K- 3.71% |
$45K - $47.9K
|
69.3K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.21K- 0.72% |
$54K - $57.5K
|
445K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.3K- 94.29% |
$55.5K - $59.1K
|
200
$6.16K
|