Latest Institutional Transactions on Abrdn Gold ETF Trust (SGOL)
This table provides information on the latest institutional transactions involving Abrdn Gold ETF Trust (SGOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 3.25% |
$45.1K - $51.6K
|
60.3K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.8K+ 168.45% |
$2.18M - $2.5M
|
156K
$6.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.77K+ 58.45% |
$61.7K - $70.7K
|
7.52K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
79New |
$1.76K - $2.02K
|
79
$3.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.67KNew |
$215K - $247K
|
9.67K
$377K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.52KNew |
$190K - $217K
|
8.52K
$332K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.63KNew |
$214K - $246K
|
9.63K
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9KNew |
$200K - $230K
|
9K
$351K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.34K- 44.43% |
$50.2K - $54.3K
|
2.93K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.79KNew |
$103K - $111K
|
4.79K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
12.1KNew |
$259K - $280K
|
12.1K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-644- 75.68% |
$13.8K - $14.9K
|
207
$8.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 2.48% |
$25.7K - $27.8K
|
47.1K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.1KNew |
$281K - $304K
|
13.1K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.6KNew |
$249K - $269K
|
11.6K
$452K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$644 - $696
|
30
$1.17K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-22.8K- 89.25% |
$490K - $529K
|
2.75K
$107K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 3.23% |
$21.5 - $23.2
|
32
$1.25K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.1KNew |
$45K - $48.7K
|
2.1K
$81.8K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.4KNew |
$459K - $496K
|
21.4K
$833K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.85KNew |
$147K - $159K
|
6.85K
$267K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
400New |
$8.58K - $9.28K
|
400
$15.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19- 0.6% |
$362 - $404
|
3.16K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.3K- 7.22% |
$405K - $452K
|
273K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.4K+ 2.57% |
$26.7K - $29.8K
|
56K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.93K+ 23.8% |
$113K - $126K
|
30.9K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-150- 83.33% |
$2.85K - $3.19K
|
30
$1.17K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14KNew |
$266K - $297K
|
14K
$545K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
400+ 0.58% |
$7.61K - $8.5K
|
69.8K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.71K - $1.91K
|
90
$3.51K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 0.35% |
$2.09K - $2.34K
|
31.7K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
100New |
$1.9K - $2.12K
|
100
$3.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2K- 45.45% |
$38.1K - $42.5K
|
2.4K
$93.5K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.81KNew |
$31.5K - $35.9K
|
1.81K
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
383New |
$6.67K - $7.61K
|
383
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
36.5KNew |
$635K - $725K
|
36.5K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
141New |
$2.45K - $2.8K
|
141
$5.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
280KNew |
$4.87M - $5.56M
|
280K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.65% |
$19.2K - $22K
|
24.9K
$968K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11KNew |
$191K - $218K
|
11K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.09K- 7.68% |
$36.4K - $41.5K
|
25.1K
$979K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
11KNew |
$192K - $219K
|
11K
$428K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.77KNew |
$30.8K - $35.1K
|
1.77K
$68.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
800New |
$13.9K - $15.9K
|
800
$31.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.68% |
$279 - $318
|
966
$37.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.04K- 95.32% |
$35.4K - $40.4K
|
100
$3.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-112- 0.15% |
$1.95K - $2.23K
|
76.4K
$2.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
26.3KNew |
$458K - $523K
|
26.3K
$1.02M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 10.06% |
$29.5K - $31.5K
|
14.9K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.42K- 4.3% |
$78.2K - $83.7K
|
98.3K
$3.83M
|
|