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 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
172+ 1.07% |
$2.68K - $3K
|
16.3K
$501K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92+ 0.07% |
$1.43K - $1.61K
|
137K
$4.22M
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
85+ 0.33% |
$1.32K - $1.48K
|
25.5K
$785K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
77New |
$1.2K - $1.35K
|
77
$2.37K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66New |
$1.03K - $1.15K
|
66
$2.03K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7- 0.04% |
$109 - $122
|
17.4K
$535K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-14- 0.92% |
$218 - $245
|
1.51K
$46.4K
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-20- 0.06% |
$312 - $349
|
32.3K
$994K
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-30- 0.3% |
$467 - $524
|
10.1K
$311K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 23.56% |
$826 - $926
|
172
$5.3K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-68- 0.11% |
$1.06K - $1.19K
|
61.3K
$1.89M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-73- 2.08% |
$1.14K - $1.28K
|
3.43K
$106K
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-190- 0.14% |
$2.96K - $3.32K
|
139K
$4.29M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-355- 2.36% |
$5.53K - $6.2K
|
14.7K
$453K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-370- 0.46% |
$5.76K - $6.46K
|
80.6K
$2.48M
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-370- 1.51% |
$5.76K - $6.46K
|
24.2K
$746K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-376- 2.05% |
$5.86K - $6.57K
|
17.9K
$552K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-432- 10.52% |
$6.73K - $7.55K
|
3.68K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-432- 0.48% |
$6.73K - $7.55K
|
89K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-467- 2.56% |
$7.28K - $8.16K
|
17.8K
$547K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-620- 1.01% |
$9.66K - $10.8K
|
60.9K
$1.88M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-700- 20.9% |
$10.9K - $12.2K
|
2.65K
$81.6K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-704- 1.18% |
$11K - $12.3K
|
58.7K
$1.81M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-884- 8.04% |
$13.8K - $15.4K
|
10.1K
$311K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-900Closed |
$14K - $15.7K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-987- 6.36% |
$15.4K - $17.2K
|
14.5K
$447K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1K- 1.14% |
$15.6K - $17.5K
|
87.1K
$2.68M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 2.54% |
$18.2K - $20.4K
|
44.7K
$1.38M
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.29K- 5.53% |
$20.1K - $22.5K
|
22K
$678K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 0.92% |
$20.2K - $22.7K
|
140K
$4.3M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 6.84% |
$20.3K - $22.7K
|
17.7K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.31K- 4.24% |
$20.3K - $22.8K
|
29.5K
$908K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.47K- 84.48% |
$22.9K - $25.7K
|
270
$8.32K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-1.52K- 0.63% |
$23.7K - $26.6K
|
241K
$7.44M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.73K- 1.22% |
$26.9K - $30.1K
|
140K
$4.3M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.83K- 6.33% |
$28.5K - $32K
|
27.1K
$835K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.27K- 8.2% |
$35.4K - $39.7K
|
25.4K
$783K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.3K- 10.92% |
$35.8K - $40.2K
|
18.7K
$578K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.37K- 6.66% |
$37K - $41.4K
|
33.2K
$1.02M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.92K- 8.95% |
$45.5K - $51K
|
29.7K
$916K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.2K- 93.92% |
$49.8K - $55.9K
|
207
$6.38K
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-3.45K- 2.23% |
$53.8K - $60.3K
|
151K
$4.66M
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 8.74% |
$59.6K - $66.8K
|
39.9K
$1.23M
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-4K- 9.09% |
$62.3K - $69.9K
|
40K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.24K- 3.66% |
$66K - $74K
|
111K
$3.43M
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.25K- 7.56% |
$66.2K - $74.3K
|
51.9K
$1.6M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.86K- 5.03% |
$75.7K - $84.8K
|
91.7K
$2.83M
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-6.37K- 11.9% |
$99.2K - $111K
|
47.2K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.44K- 11.69% |
$100K - $112K
|
48.6K
$1.5M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6.81K- 31.51% |
$106K - $119K
|
14.8K
$456K
|