Purchases and Sales Made in Q4 2022 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 2022. 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 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.45M+ 162.41% |
$84.9M - $95.2M
|
8.8M
$245M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87MNew |
$29.1M - $32.6M
|
1.87M
$52M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
510KNew |
$7.95M - $8.92M
|
510K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
500K+ 2029.12% |
$7.79M - $8.74M
|
525K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
388KNew |
$6.05M - $6.78M
|
388K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
323KNew |
$5.03M - $5.64M
|
323K
$8.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
208KNew |
$3.24M - $3.64M
|
208K
$5.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
165KNew |
$2.57M - $2.88M
|
165K
$4.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139K+ 26.17% |
$2.17M - $2.44M
|
673K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 34.07% |
$2.08M - $2.34M
|
526K
$14.7M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
107KNew |
$1.66M - $1.86M
|
107K
$2.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
89.3KNew |
$1.39M - $1.56M
|
89.3K
$2.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
78.1K+ 40.28% |
$1.22M - $1.36M
|
272K
$7.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.8KNew |
$1.2M - $1.34M
|
76.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.2K+ 668.01% |
$1.16M - $1.3M
|
85.3K
$2.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
55.1K+ 355.84% |
$858K - $962K
|
70.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.4K+ 17.95% |
$739K - $828K
|
312K
$8.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
41.3KNew |
$643K - $721K
|
41.3K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.9K+ 122.01% |
$637K - $715K
|
74.4K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
40.5KNew |
$631K - $708K
|
40.5K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.4K+ 108.41% |
$598K - $670K
|
73.7K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35K+ 4.44% |
$545K - $611K
|
823K
$22.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33.7KNew |
$526K - $590K
|
33.7K
$940K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
30.1K+ 34.2% |
$470K - $527K
|
118K
$3.29M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29.8K+ 17.4% |
$464K - $520K
|
201K
$5.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
28.3KNew |
$440K - $494K
|
28.3K
$787K
|
|
|
Feb 14, 2023
Q4 2022
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
25K+ 3.62% |
$390K - $437K
|
715K
$19.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25K+ 488.7% |
$389K - $437K
|
30.1K
$838K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
24.1K+ 18.26% |
$375K - $421K
|
156K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
23.3K+ 143.25% |
$363K - $407K
|
39.5K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
22.9KNew |
$357K - $400K
|
22.9K
$638K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.8KNew |
$324K - $363K
|
20.8K
$579K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
18.8KNew |
$294K - $329K
|
18.8K
$525K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
17.5KNew |
$273K - $306K
|
17.5K
$488K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.7KNew |
$229K - $257K
|
14.7K
$409K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
14.5KNew |
$227K - $254K
|
14.5K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
14.5KNew |
$225K - $253K
|
14.5K
$403K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$210K - $236K
|
13.5K
$376K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$206K - $231K
|
13.2K
$368K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.5KNew |
$195K - $218K
|
12.5K
$348K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
12.4K+ 2.64% |
$194K - $217K
|
483K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.5K+ 12.5% |
$179K - $201K
|
104K
$2.89M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 4.59% |
$179K - $200K
|
261K
$7.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4KNew |
$178K - $199K
|
11.4K
$317K
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
11.1KNew |
$172K - $193K
|
11.1K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
10.3K+ 26.99% |
$160K - $180K
|
48.4K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.3KNew |
$160K - $180K
|
10.3K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
10KNew |
$156K - $175K
|
10K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.47K+ 8.52% |
$132K - $148K
|
108K
$3M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.75K+ 20.79% |
$121K - $135K
|
45K
$1.25M
|