Purchases and Sales Made in Q4 2024 in Abrdn Gold ETF Trust (SGOL)
This table provides information about the institutional ownership of Abrdn Gold ETF Trust (SGOL) during Q4 2024. 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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.8K+ 64.31% |
$582K - $634K
|
60.8K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.1KNew |
$566K - $616K
|
23.1K
$733K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.8K+ 121.22% |
$559K - $608K
|
41.7K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
22.7KNew |
$555K - $603K
|
22.7K
$718K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
20.5KNew |
$501K - $545K
|
20.5K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$493K - $537K
|
20.2K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.9K+ 6.39% |
$486K - $528K
|
330K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.7K+ 63.09% |
$458K - $498K
|
48.4K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 40.3% |
$455K - $496K
|
64.8K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18K+ 4.11% |
$441K - $480K
|
457K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 2.67% |
$387K - $421K
|
609K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
15.7KNew |
$384K - $418K
|
15.7K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.7KNew |
$384K - $418K
|
15.7K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1K+ 5.39% |
$369K - $402K
|
295K
$9.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
14.3K+ 141.09% |
$349K - $379K
|
24.4K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14K+ 54.88% |
$342K - $372K
|
39.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$322K - $351K
|
13.2K
$417K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
13.1KNew |
$320K - $348K
|
13.1K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13KNew |
$318K - $347K
|
13K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.6K+ 18.2% |
$308K - $336K
|
81.9K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 20.99% |
$302K - $329K
|
71.2K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 4.14% |
$297K - $324K
|
306K
$9.68M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12KNew |
$292K - $318K
|
12K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$290K - $315K
|
11.9K
$375K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.1KNew |
$272K - $295K
|
11.1K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11KNew |
$269K - $293K
|
11K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.76K+ 13.25% |
$239K - $260K
|
83.4K
$2.64M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.37KNew |
$229K - $250K
|
9.37K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.31K+ 20.13% |
$228K - $248K
|
55.5K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.9K+ 2.68% |
$218K - $237K
|
342K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.33KNew |
$204K - $222K
|
8.33K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.27KNew |
$202K - $220K
|
8.27K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.14KNew |
$199K - $217K
|
8.14K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.05KNew |
$197K - $214K
|
8.05K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.78K+ 9.5% |
$190K - $207K
|
89.6K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.42K+ 8.77% |
$181K - $197K
|
92K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.95K+ 93.64% |
$170K - $185K
|
14.4K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.61K+ 1.97% |
$137K - $149K
|
290K
$9.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.37K+ 11.06% |
$131K - $143K
|
53.9K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.15K+ 2.34% |
$126K - $137K
|
225K
$7.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.83K+ 10.6% |
$118K - $129K
|
50.4K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.57K+ 43.79% |
$112K - $122K
|
15K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.49K+ 17.45% |
$110K - $120K
|
30.2K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.46K+ 239.32% |
$109K - $119K
|
6.33K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.29K+ 11.92% |
$105K - $114K
|
40.3K
$1.28M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.16K+ 6.69% |
$102K - $111K
|
66.3K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.87K+ 8.25% |
$94.8K - $103K
|
50.8K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.77KNew |
$92.3K - $100K
|
3.77K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.65K+ 39.42% |
$89.3K - $97.2K
|
12.9K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.53K+ 33.88% |
$86.2K - $93.9K
|
13.9K
$441K
|