Purchases and Sales Made in Q4 2023 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.2KNew |
$264K - $301K
|
15.2K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.4K+ 82.81% |
$250K - $285K
|
31.7K
$865K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13KNew |
$225K - $257K
|
13K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
12.4KNew |
$215K - $245K
|
12.4K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.2K+ 53.31% |
$195K - $222K
|
32.2K
$878K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
11KNew |
$192K - $219K
|
11K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11KNew |
$191K - $218K
|
11K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 70.1% |
$186K - $212K
|
25.9K
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10KNew |
$174K - $199K
|
10K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.9K+ 73.65% |
$172K - $197K
|
23.3K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.52K+ 27.48% |
$166K - $189K
|
44.2K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.79K+ 16.65% |
$136K - $155K
|
54.6K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7.62KNew |
$133K - $151K
|
7.62K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.22K+ 23.31% |
$126K - $144K
|
38.2K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.79K+ 15.35% |
$118K - $135K
|
51K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.96K+ 2880.19% |
$104K - $118K
|
6.17K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.93K+ 41.28% |
$103K - $118K
|
20.3K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.79KNew |
$101K - $115K
|
5.79K
$158K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 3.85% |
$87.1K - $99.4K
|
135K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.5K+ 8.48% |
$78.3K - $89.4K
|
57.5K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.31KNew |
$75K - $85.6K
|
4.31K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.27KNew |
$74.3K - $84.7K
|
4.27K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.87K+ 4.4% |
$67.4K - $76.9K
|
91.9K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.8K+ 14.93% |
$66.1K - $75.4K
|
29.2K
$798K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
3.46K+ 1.44% |
$60.2K - $68.7K
|
243K
$6.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.41K+ 17.63% |
$59.3K - $67.7K
|
22.7K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.03K+ 8.14% |
$52.8K - $60.2K
|
40.3K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.98K+ 1.35% |
$51.9K - $59.2K
|
223K
$6.1M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.9K+ 4.65% |
$50.5K - $57.6K
|
65.3K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 18.34% |
$48.3K - $55.2K
|
17.9K
$489K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 3.31% |
$48.1K - $54.9K
|
86.3K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.63K+ 108.5% |
$45.8K - $52.3K
|
5.05K
$138K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.1K+ 3.16% |
$36.5K - $41.6K
|
68.4K
$1.87M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.81KNew |
$31.5K - $35.9K
|
1.81K
$49.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.77KNew |
$30.8K - $35.1K
|
1.77K
$48.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.76K+ 3.7% |
$30.6K - $35K
|
49.3K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.58K+ 22.58% |
$27.6K - $31.5K
|
8.6K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.48K+ 8.39% |
$25.7K - $29.3K
|
19.1K
$521K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.41K+ 4.62% |
$24.5K - $27.9K
|
31.8K
$868K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.23K+ 4.03% |
$21.3K - $24.3K
|
31.6K
$864K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.65% |
$19.2K - $22K
|
24.9K
$679K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.1K+ 7.32% |
$19.2K - $21.9K
|
16.1K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05K+ 1.58% |
$18.3K - $20.9K
|
67.6K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
996+ 1.56% |
$17.3K - $19.8K
|
64.9K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
930+ 4.26% |
$16.2K - $18.5K
|
22.8K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
867New |
$15.1K - $17.2K
|
867
$23.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
800New |
$13.9K - $15.9K
|
800
$21.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
619+ 2.48% |
$10.8K - $12.3K
|
25.6K
$699K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
595+ 1.05% |
$10.4K - $11.8K
|
57.1K
$1.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
525+ 350.0% |
$9.14K - $10.4K
|
675
$18.4K
|