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 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.52K+ 7.81% |
$117K - $131K
|
104K
$3.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
7.04K+ 10.46% |
$110K - $123K
|
74.3K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
6.72K+ 16.61% |
$105K - $117K
|
47.2K
$1.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.6KNew |
$103K - $115K
|
6.6K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.5K+ 6.37% |
$85.7K - $96.1K
|
91.9K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.49K+ 1.61% |
$85.5K - $95.9K
|
346K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.38K+ 13.33% |
$83.8K - $94K
|
45.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.21K+ 23.82% |
$81.2K - $91K
|
27.1K
$835K
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 3.7% |
$77.9K - $87.4K
|
140K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.75K+ 37.2% |
$74.1K - $83K
|
17.5K
$540K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.65K+ 9.74% |
$72.4K - $81.2K
|
52.4K
$1.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.19KNew |
$65.2K - $73.1K
|
4.19K
$129K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.11K+ 5.26% |
$64K - $71.7K
|
82.2K
$2.53M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.74KNew |
$58.2K - $65.3K
|
3.74K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.34KNew |
$52K - $58.3K
|
3.34K
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
3.04K+ 1.31% |
$47.3K - $53.1K
|
236K
$7.26M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3KNew |
$46.7K - $52.4K
|
3K
$92.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.76KNew |
$43.1K - $48.3K
|
2.76K
$85.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.43K+ 1.79% |
$37.9K - $42.5K
|
138K
$4.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.28K+ 1.47% |
$35.6K - $39.9K
|
158K
$4.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
2.27K+ 0.38% |
$35.3K - $39.6K
|
599K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 6.13% |
$30K - $33.6K
|
33.3K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.81K+ 6.72% |
$28.2K - $31.6K
|
28.7K
$885K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.73KNew |
$27K - $30.3K
|
1.73K
$53.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.52K+ 7.77% |
$23.7K - $26.5K
|
21.1K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.37KNew |
$21.4K - $24K
|
1.37K
$42.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.35KNew |
$21K - $23.6K
|
1.35K
$41.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.28K+ 4.74% |
$20K - $22.4K
|
28.3K
$873K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.22K+ 8.18% |
$19.1K - $21.4K
|
16.2K
$499K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.22K+ 39.26% |
$18.9K - $21.2K
|
4.31K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.12K+ 21.76% |
$17.4K - $19.5K
|
6.25K
$193K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
950New |
$14.8K - $16.6K
|
950
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
871New |
$13.6K - $15.2K
|
871
$26.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
850New |
$13.2K - $14.8K
|
850
$26.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
725+ 43.94% |
$11.3K - $12.7K
|
2.38K
$73.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
696+ 65.29% |
$10.8K - $12.2K
|
1.76K
$54.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
579+ 5.26% |
$9.02K - $10.1K
|
11.6K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
557New |
$8.68K - $9.73K
|
557
$17.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
481+ 0.52% |
$7.49K - $8.4K
|
92.6K
$2.85M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
357+ 3.42% |
$5.56K - $6.24K
|
10.8K
$333K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
351+ 0.68% |
$5.47K - $6.13K
|
52.1K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
350New |
$5.45K - $6.11K
|
350
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 2.34% |
$5.06K - $5.68K
|
14.2K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
280+ 1.02% |
$4.36K - $4.89K
|
27.8K
$856K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
265+ 2.1% |
$4.13K - $4.63K
|
12.9K
$397K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
256New |
$3.99K - $4.47K
|
256
$7.89K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230New |
$3.58K - $4.02K
|
230
$7.09K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
213+ 0.06% |
$3.32K - $3.72K
|
367K
$11.3M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
200New |
$3.12K - $3.49K
|
200
$6.16K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$3.12K - $3.49K
|
200
$6.16K
|