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 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 12.66% |
$120K - $139K
|
29.2K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-58K- 70.73% |
$1.65M - $1.9M
|
24K
$936K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-850- 4.99% |
$24.1K - $27.8K
|
16.2K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.4KNew |
$182K - $210K
|
6.4K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-394- 3.5% |
$11.2K - $12.9K
|
10.9K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 22.86% |
$118K - $136K
|
22.4K
$871K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
638New |
$18.1K - $20.9K
|
638
$24.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.15K+ 96.23% |
$32.6K - $37.7K
|
2.35K
$91.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 7.38% |
$2.84K - $3.28K
|
1.26K
$48.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.3KNew |
$37K - $42.7K
|
1.3K
$50.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-445- 5.78% |
$12.6K - $14.6K
|
7.26K
$283K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-2K- 20.0% |
$56.8K - $65.5K
|
8K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.25K+ 217.39% |
$35.5K - $40.9K
|
1.83K
$71.1K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$260K - $309K
|
10.4K
$403K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
771New |
$19.4K - $23K
|
771
$30K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.29K+ 3.46% |
$158K - $187K
|
188K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.8KNew |
$45.1K - $53.5K
|
1.8K
$69.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 3.67% |
$44.5K - $52.8K
|
50K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
90+ 1.02% |
$2.26K - $2.68K
|
8.91K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-750- 8.82% |
$18.9K - $22.4K
|
7.75K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.45KNew |
$112K - $133K
|
4.45K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10KNew |
$252K - $299K
|
10K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.7K+ 2.07% |
$42.7K - $50.6K
|
83.6K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.9KNew |
$852K - $1.01M
|
33.9K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 20.45% |
$52.8K - $62.6K
|
12.4K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$2.51K - $2.98K
|
100
$3.9K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.1K+ 10.57% |
$77.9K - $92.4K
|
32.4K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.81K+ 30.24% |
$196K - $233K
|
33.6K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.67K- 98.93% |
$41.9K - $49.7K
|
18
$701
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-39.6K- 40.6% |
$996K - $1.18M
|
58K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.2K+ 31.33% |
$1.64M - $1.95M
|
273K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-123- 4.34% |
$3.09K - $3.67K
|
2.71K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
370New |
$9.3K - $11K
|
370
$14.4K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-9- 40.91% |
$226 - $268
|
13
$506
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.42K- 7.4% |
$60.9K - $72.3K
|
30.3K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.12K- 30.33% |
$28K - $33.2K
|
2.56K
$99.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$101 - $119
|
4
$156
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
693New |
$17.4K - $20.7K
|
693
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.45K- 6.62% |
$61.6K - $73.1K
|
34.6K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.5K+ 31.53% |
$88K - $104K
|
14.6K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-100- 78.74% |
$2.51K - $2.98K
|
27
$1.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.83K- 60.41% |
$147K - $174K
|
3.82K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.5K- 5.4% |
$37.7K - $44.7K
|
26.3K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
7.83KNew |
$197K - $233K
|
7.83K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
6.98KNew |
$175K - $208K
|
6.98K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.73KNew |
$169K - $201K
|
6.73K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.85K- 13.75% |
$46.5K - $55.1K
|
11.6K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.65K- 25.4% |
$117K - $139K
|
13.7K
$532K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.72KNew |
$194K - $230K
|
7.72K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114New |
$2.87K - $3.4K
|
114
$4.44K
|
|