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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
514+ 0.84% |
$8.95K - $10.2K
|
62K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
473+ 4.19% |
$8.23K - $9.4K
|
11.8K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
383New |
$6.67K - $7.61K
|
383
$10.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
370New |
$6.44K - $7.35K
|
370
$10.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
141New |
$2.45K - $2.8K
|
141
$3.85K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
133+ 0.73% |
$2.32K - $2.64K
|
18.3K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.4% |
$2.23K - $2.54K
|
31.9K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
53+ 0.44% |
$923 - $1.05K
|
12K
$327K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$540 - $616
|
31
$846
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$522 - $596
|
30
$819
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$470 - $536
|
27
$737
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.68% |
$279 - $318
|
966
$26.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4+ 0.27% |
$69.6 - $79.5
|
1.5K
$41.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$69.6 - $79.5
|
4
$109
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-27- 0.05% |
$470 - $536
|
52.5K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-65- 0.35% |
$1.13K - $1.29K
|
18.7K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-94- 0.57% |
$1.64K - $1.87K
|
16.4K
$449K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-112- 0.15% |
$1.95K - $2.23K
|
76.4K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 10.47% |
$3.48K - $3.97K
|
1.71K
$46.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-226- 0.21% |
$3.93K - $4.49K
|
109K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-272- 1.57% |
$4.74K - $5.4K
|
17K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-303- 0.58% |
$5.28K - $6.02K
|
51.6K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-344- 0.27% |
$5.99K - $6.84K
|
126K
$3.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-354- 1.99% |
$6.16K - $7.03K
|
17.4K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-450- 4.55% |
$7.83K - $8.94K
|
9.44K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-512- 0.33% |
$8.91K - $10.2K
|
157K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-779- 0.29% |
$13.6K - $15.5K
|
270K
$7.38M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-852- 0.31% |
$14.8K - $16.9K
|
276K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-987- 1.57% |
$17.2K - $19.6K
|
61.7K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-994- 5.86% |
$17.3K - $19.8K
|
16K
$436K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.12K- 2.89% |
$19.5K - $22.3K
|
37.6K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.18K- 6.48% |
$20.5K - $23.4K
|
17K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.3K- 1.51% |
$22.6K - $25.8K
|
85.1K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.39K- 0.32% |
$24.3K - $27.7K
|
429K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.49K- 0.31% |
$26K - $29.7K
|
486K
$13.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.5K- 1.69% |
$26.1K - $29.8K
|
87.2K
$2.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.56K- 0.67% |
$27.1K - $30.9K
|
229K
$6.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.67K- 11.36% |
$29.1K - $33.2K
|
13K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.74K- 6.55% |
$30.2K - $34.5K
|
24.8K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.75K- 6.65% |
$30.4K - $34.7K
|
24.5K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.78K- 13.66% |
$31K - $35.4K
|
11.3K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.87K- 2.67% |
$32.5K - $37.1K
|
68.2K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.04K- 95.32% |
$35.4K - $40.4K
|
100
$2.73K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.09K- 7.68% |
$36.4K - $41.5K
|
25.1K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.09K- 3.16% |
$36.4K - $41.6K
|
64.2K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.1K- 8.34% |
$36.6K - $41.7K
|
23.1K
$630K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.24K- 5.15% |
$39.1K - $44.6K
|
41.3K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.36K- 0.99% |
$41.1K - $46.9K
|
235K
$6.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.91K- 3.51% |
$50.6K - $57.7K
|
79.8K
$2.18M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 7.71% |
$50.6K - $57.8K
|
34.8K
$950K
|