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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.34K- 12.45% |
$56.3K - $59.9K
|
23.5K
$724K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.81K- 13.82% |
$64.1K - $68.2K
|
23.7K
$731K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.7K- 5.25% |
$79.1K - $84.2K
|
84.9K
$2.61M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-5.17K- 46.92% |
$87K - $92.6K
|
5.85K
$180K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.21K- 5.86% |
$105K - $111K
|
99.9K
$3.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-7.09K- 35.17% |
$119K - $127K
|
13.1K
$403K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.48K- 5.98% |
$143K - $152K
|
133K
$4.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.96K- 1.97% |
$151K - $160K
|
447K
$13.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-10KClosed |
$168K - $179K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-10.7KClosed |
$180K - $192K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-11.3KClosed |
$191K - $203K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12K- 31.24% |
$202K - $215K
|
26.4K
$814K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-12.1K- 40.96% |
$204K - $217K
|
17.5K
$538K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.6KClosed |
$229K - $243K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.7KClosed |
$231K - $245K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-13.8K- 13.34% |
$232K - $246K
|
89.4K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-14.5KClosed |
$244K - $260K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.4K- 30.53% |
$259K - $276K
|
35.1K
$1.08M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16.4K- 41.51% |
$277K - $294K
|
23.2K
$713K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.4K- 6.71% |
$310K - $330K
|
256K
$7.9M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-18.8K- 6.29% |
$316K - $337K
|
280K
$8.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 20.96% |
$345K - $367K
|
77.3K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21K- 11.48% |
$354K - $377K
|
162K
$4.99M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-24K- 27.2% |
$404K - $430K
|
64.2K
$1.98M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-24.3K- 3.98% |
$409K - $435K
|
586K
$18.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26K- 35.83% |
$438K - $466K
|
46.6K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 1.36% |
$480K - $510K
|
2.06M
$63.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-40.1K- 25.59% |
$675K - $719K
|
117K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-52.5K- 2.17% |
$884K - $941K
|
2.37M
$73M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-54.8K- 28.04% |
$923K - $982K
|
141K
$4.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-63KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-96.7KClosed |
$1.63M - $1.73M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103KClosed |
$1.73M - $1.84M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-142K- 68.98% |
$2.38M - $2.54M
|
63.7K
$1.96M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-161KClosed |
$2.72M - $2.89M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-173K- 64.73% |
$2.91M - $3.1M
|
94.2K
$2.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-173K- 94.53% |
$2.91M - $3.1M
|
10K
$309K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-174K- 43.86% |
$2.93M - $3.12M
|
223K
$6.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-187K- 60.48% |
$3.15M - $3.35M
|
122K
$3.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-243K- 63.33% |
$4.08M - $4.34M
|
140K
$4.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-303K- 6.53% |
$5.09M - $5.42M
|
4.33M
$134M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-311K- 16.85% |
$5.24M - $5.58M
|
1.54M
$47.3M
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-505K- 95.5% |
$8.5M - $9.04M
|
23.8K
$733K
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-605KClosed |
$10.2M - $10.8M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.11M- 90.17% |
$35.5M - $37.8M
|
230K
$7.09M
|