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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
370New |
$6.44K - $7.35K
|
370
$9.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
383New |
$6.67K - $7.61K
|
383
$9.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 18.34% |
$48.3K - $55.2K
|
17.9K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.4% |
$2.23K - $2.54K
|
31.9K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
36.5KNew |
$635K - $725K
|
36.5K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4KNew |
$512K - $584K
|
29.4K
$734K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
141New |
$2.45K - $2.8K
|
141
$3.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
280KNew |
$4.87M - $5.56M
|
280K
$6.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.7K- 89.72% |
$552K - $630K
|
3.63K
$90.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.02K- 27.45% |
$52.6K - $60K
|
7.99K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.65% |
$19.2K - $22K
|
24.9K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11KNew |
$191K - $218K
|
11K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-94- 0.57% |
$1.64K - $1.87K
|
16.4K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.09K- 7.68% |
$36.4K - $41.5K
|
25.1K
$628K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.31KNew |
$75K - $85.6K
|
4.31K
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5K- 11.06% |
$87.1K - $99.4K
|
40.2K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.77KNew |
$30.8K - $35.1K
|
1.77K
$44.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
11KNew |
$192K - $219K
|
11K
$275K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
800New |
$13.9K - $15.9K
|
800
$20K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.68% |
$279 - $318
|
966
$24.1K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.78K- 13.66% |
$31K - $35.4K
|
11.3K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.04K- 95.32% |
$35.4K - $40.4K
|
100
$2.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-112- 0.15% |
$1.95K - $2.23K
|
76.4K
$1.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
26.3KNew |
$458K - $523K
|
26.3K
$657K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
514+ 0.84% |
$8.95K - $10.2K
|
62K
$1.55M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 4.76% |
$7.96K - $8.52K
|
9.89K
$247K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 10.06% |
$29.5K - $31.5K
|
14.9K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.42K- 4.3% |
$78.2K - $83.7K
|
98.3K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.9KNew |
$211K - $226K
|
11.9K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89New |
$1.57K - $1.69K
|
89
$2.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$53.1 - $56.8
|
3
$74.9
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.3K- 40.14% |
$235K - $252K
|
19.8K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.77K - $1.89K
|
100
$2.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.8KNew |
$226K - $242K
|
12.8K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-14- 0.14% |
$248 - $265
|
10K
$250K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
115KNew |
$2.04M - $2.18M
|
115K
$2.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$11.4K - $12.2K
|
645
$16.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-8K- 21.42% |
$142K - $152K
|
29.3K
$733K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.59KNew |
$117K - $125K
|
6.59K
$165K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$99.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-5.38K- 29.48% |
$95.2K - $102K
|
12.9K
$321K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-600- 9.09% |
$10.6K - $11.4K
|
6K
$150K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
13KNew |
$230K - $246K
|
13K
$325K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.87K- 43.78% |
$33.1K - $35.4K
|
2.4K
$60K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-357- 3.31% |
$6.32K - $6.76K
|
10.4K
$261K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.71KNew |
$48K - $51.4K
|
2.71K
$67.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-9.89K- 84.45% |
$175K - $187K
|
1.82K
$45.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4KNew |
$70.8K - $75.8K
|
4K
$99.9K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-143- 2.78% |
$2.61K - $2.81K
|
5K
$125K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.7K- 9.6% |
$31K - $33.4K
|
16K
$400K
|
|