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 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.99K- 6.22% |
$109K - $122K
|
105K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-8.32K- 3.01% |
$130K - $145K
|
268K
$8.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8.79K- 15.24% |
$137K - $154K
|
48.9K
$1.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.9K- 6.08% |
$139K - $155K
|
138K
$4.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-9.14K- 30.75% |
$142K - $160K
|
20.6K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.44K- 4.69% |
$147K - $165K
|
192K
$5.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10.4K- 26.17% |
$162K - $182K
|
29.3K
$904K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-10.6K- 1.93% |
$165K - $185K
|
537K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.7K- 13.62% |
$166K - $187K
|
67.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11K- 52.2% |
$171K - $192K
|
10.1K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 44.32% |
$188K - $211K
|
15.2K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 51.01% |
$207K - $232K
|
12.8K
$393K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-13.8K- 20.92% |
$214K - $240K
|
52K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8K- 3.38% |
$215K - $241K
|
394K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-14K- 8.03% |
$218K - $245K
|
160K
$4.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-15.2K- 6.22% |
$236K - $265K
|
229K
$7.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 16.34% |
$289K - $324K
|
94.9K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.9K- 4.74% |
$326K - $366K
|
420K
$12.9M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-21.8K- 41.91% |
$340K - $381K
|
30.2K
$931K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-22.5K- 68.0% |
$350K - $393K
|
10.6K
$326K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.6K- 5.93% |
$462K - $518K
|
470K
$14.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-32.5K- 11.91% |
$506K - $568K
|
240K
$7.41M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.2K- 75.04% |
$610K - $684K
|
13K
$401K
|
|
|
Feb 02, 2023
Q4 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-42.2K- 6.24% |
$657K - $737K
|
634K
$19.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-58.9K- 4.87% |
$917K - $1.03M
|
1.15M
$35.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-68.2K- 81.71% |
$1.06M - $1.19M
|
15.3K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-79K- 3.1% |
$1.23M - $1.38M
|
2.47M
$76M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-88.9K- 30.83% |
$1.38M - $1.55M
|
199K
$6.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-114K- 37.0% |
$1.78M - $1.99M
|
194K
$5.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-119K- 32.19% |
$1.85M - $2.08M
|
251K
$7.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-200K- 5.3% |
$3.11M - $3.49M
|
3.56M
$110M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-256K- 12.96% |
$4M - $4.48M
|
1.72M
$53.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-495K- 94.28% |
$7.71M - $8.64M
|
30K
$926K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-664K- 94.04% |
$10.3M - $11.6M
|
42K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-938K- 32.49% |
$14.6M - $16.4M
|
1.95M
$60M
|