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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-480Closed |
$7.96K - $8.8K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-647Closed |
$10.7K - $11.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-30Closed |
$498 - $550
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-318KClosed |
$5.28M - $5.84M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-3.75KClosed |
$62.2K - $68.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
500New |
$8.3K - $9.17K
|
500
$12.5K
|
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-699Closed |
$11.6K - $12.8K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-224- 58.33% |
$3.72K - $4.11K
|
160
$4K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
415+ 0.52% |
$6.7K - $7.77K
|
79.9K
$2M
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-436KClosed |
$7.04M - $8.17M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-141KClosed |
$2.28M - $2.65M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-49.6KClosed |
$800K - $928K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.2KClosed |
$165K - $191K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brigade Capital Management, LP
New York, NY |
SELL
|
- |
-45KClosed |
$727K - $843K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-548Closed |
$8.85K - $10.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.65KClosed |
$42.7K - $49.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-598KClosed |
$9.66M - $11.2M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22Closed |
$355 - $412
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-791Closed |
$12.8K - $14.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$164K - $191K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15KClosed |
$242K - $281K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-81.2KClosed |
$1.31M - $1.52M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15.7KClosed |
$254K - $294K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-980Closed |
$15.8K - $18.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16KClosed |
$258K - $300K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-17.8KClosed |
$288K - $334K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29.7KClosed |
$479K - $556K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.25KClosed |
$20.2K - $23.4K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-840KClosed |
$13.6M - $15.7M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-141KClosed |
$2.28M - $2.65M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.7KClosed |
$173K - $201K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.43K- 95.33% |
$24.4K - $26.8K
|
70
$1.75K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
4.22KNew |
$72.1K - $79.2K
|
4.22K
$105K
|
|
|
Feb 16, 2021
Q4 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.7K+ 13.43% |
$97.4K - $107K
|
48.2K
$1.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.5KClosed |
$178K - $196K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.85MClosed |
$100M - $110M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.6KClosed |
$216K - $237K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-150Closed |
$2.56K - $2.81K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.09K+ 5.7% |
$87K - $95.5K
|
94.4K
$2.36M
|
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
SELL
|
- |
-600Closed |
$10.2K - $11.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-290Closed |
$4.95K - $5.44K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-363Closed |
$6.2K - $6.81K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Titan Capital Management, LLC
|
BUY
|
- |
11KNew |
$188K - $206K
|
11K
$275K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180Closed |
$3.07K - $3.38K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-295Closed |
$5.04K - $5.53K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-110KClosed |
$1.88M - $2.07M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.8KClosed |
$184K - $214K
|
0
$0
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$8.53K - $9.93K
|
500
$12.5K
|
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-15.9KClosed |
$271K - $316K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-53.2KClosed |
$906K - $1.06M
|
0
$0
|
|