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abrdn Physical Gold Shares ETF (SGOL) Institutional Ownership

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(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$267.49M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$125.34M
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SGOL Institutional Buying and Selling by Quarter

abrdn Physical Gold Shares ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Avidian Wealth Solutions LLC23,700$503K0.0%+8.0%0.017%
5/3/2024Larson Financial Group LLC129,743$2.76M0.2%-7.2%0.092%
5/3/2024Rehmann Capital Advisory Group9,807$208K0.0%N/A0.007%
5/3/2024Proficio Capital Partners LLC120,423$2.56M0.3%+52.7%0.085%
5/2/2024Mutual Advisors LLC77,378$1.64M0.1%-10.4%0.055%
5/2/2024Almanack Investment Partners LLC.710,017$15.08M2.6%+24.1%0.503%
5/1/2024 Janney Montgomery Scott LLC17,352$369K0.0%-73.2%0.012%
5/1/2024 BNP Paribas Financial Markets9,818$209K0.0%+25.3%0.007%
5/1/2024 Blue Trust Inc.644,456$13.69M0.2%-41.2%0.457%
5/1/2024 Mirae Asset Global Investments Co. Ltd.184,100$3.91M0.0%-12.6%0.130%
4/30/2024 Curtis Advisory Group LLC9,700$206K0.1%N/A0.007%
4/30/2024 Saxony Capital Management LLC10,666$227K0.3%N/A0.008%
4/30/2024 HB Wealth Management LLC31,560$670K0.0%-16.0%0.022%
4/30/2024 SpiderRock Advisors LLC68,720$1.42M0.0%N/A0.049%
4/30/2024 Perigon Wealth Management LLC29,050$617K0.0%-24.0%0.021%
4/29/2024Commonwealth Equity Services LLC162,838$3.46M0.0%+3.9%0.115%
4/29/2024 ETF Store Inc.50,979$1.08M0.6%-1.2%0.036%
4/29/2024 Newman Dignan & Sheerar Inc.476,849$10.13M2.7%-2.0%0.338%
4/26/2024 Advisors Management Group Inc. ADV494,519$10.50M2.6%N/A0.350%
4/26/2024 Narwhal Capital Management144,063$3.06M0.3%+5.7%0.102%
4/26/2024 Legacy Bridge LLC8,000$170K0.1%-40.7%0.006%
4/26/2024 MONECO Advisors LLC113,746$2.42M0.4%+1.4%0.081%
4/25/2024 BCM Advisors LLC244,649$5.42M1.4%+0.7%0.173%
4/25/2024 Seven Post Investment Office LP19,158$407K0.1%-23.3%0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.618,188$13.13M0.1%+35.7%0.438%
4/24/2024 Blue Bell Private Wealth Management LLC64,139$1.36M0.3%-15.4%0.045%
4/24/2024 First Pacific Financial3,519$75K0.0%-19.9%0.002%
4/23/2024 Bfsg LLC420,871$8.94M1.2%-1.8%0.298%
4/22/2024 Towneley Capital Management Inc DE799,908$16.99M4.2%-0.7%0.567%
4/22/2024 PFG Investments LLC35,397$752K0.0%+97.7%0.025%
4/19/2024 Legacy Wealth Asset Management LLC54,108$1.15M0.3%-25.5%0.038%
4/19/2024 Stapp Wealth Management Pllc230,619$4.90M8.5%+0.7%0.163%
4/18/2024 Wolff Wiese Magana LLC86,729$1.84M1.6%-0.5%0.061%
4/18/2024 Mayfair Advisory Group LLC33,500$712K0.5%+21.8%0.024%
4/17/2024 Fiduciary Alliance LLC215,349$4.62M0.8%-3.6%0.153%
4/16/2024 Ameliora Wealth Management Ltd.510,751$10.85M4.9%+5.1%0.362%
4/16/2024 Transform Wealth LLC13,840$294K0.0%-26.5%0.010%
4/16/2024 180 Wealth Advisors LLC276,107$5.87M1.1%+0.2%0.196%
4/16/2024 Wealth Enhancement Advisory Services LLC117,831$2.50M0.0%-1.9%0.084%
4/16/2024 Ervin Investment Management LLC70,575$1.50M1.1%+3.2%0.050%
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4/15/2024 Investment Partners Asset Management Inc.44,264$940K0.8%+2.2%0.031%
4/15/2024 Northeast Financial Group Inc.25,260$537K0.2%-13.6%0.018%
4/15/2024 Brookstone Capital Management127,122$2.70M0.0%+0.7%0.090%
4/15/2024 Elevated Capital Advisors LLC152,229$3.23M0.9%+8.4%0.108%
4/13/2024 IMC Chicago LLC39,671$843K0.0%N/A0.028%
4/12/2024 Financial Designs Corp11,035$234K0.2%N/A0.008%
4/12/2024 Worth Asset Management LLC21,303$452K0.3%-91.1%0.014%
4/12/2024 Global Assets Advisory LLC797,211$16.93M0.1%+1,462.1%0.541%
4/12/2024 AdvisorNet Financial Inc13,565$288K0.0%+4.1%0.009%
4/9/2024 Mather Group LLC.91,455$1.81M0.0%-12.2%0.062%
3/19/2024 Warren Street Wealth Advisors LLC34,792$687K0.4%-7.7%0.024%
3/13/2024 MONECO Advisors LLC112,206$2.22M0.4%N/A0.076%
2/16/2024 Global Assets Advisory LLC51,033$1.01M1.3%+15.4%0.035%
2/16/2024Aspect Partners LLC75,958$1.50M1.0%N/A0.052%
2/15/2024Freedom Investment Management Inc.582,336$11.50M0.9%-10.1%0.395%
2/14/2024Pacific Financial Group Inc.76,407$1.51M1.1%-75.4%0.052%
2/13/2024Cetera Advisor Networks LLC294,236$5.81M0.0%+6.3%0.200%
2/13/2024Belpointe Asset Management LLC32,165$635K0.1%+53.3%0.022%
2/13/2024Anson Capital Inc.76,992$1.52M2.5%-6.8%0.052%
2/12/2024GM Advisory Group LLC23,066$455K0.0%-8.3%0.016%
2/12/2024Tradition Wealth Management LLC30,859$609K0.1%-81.8%0.021%
2/12/2024Focus Financial Network Inc. ADV279,881$5.53M0.2%N/A0.190%
2/12/2024Madden Advisory Services Inc.22,756$449K0.3%+4.3%0.015%
2/12/2024Hilltop Holdings Inc.40,302$796K0.1%+8.1%0.027%
2/9/2024Commerce Bank40,959$809K0.0%N/A0.028%
2/9/2024US Bancorp DE268,256$5.30M0.0%-1.1%0.182%
2/9/2024 Cambridge Investment Research Advisors Inc.455,550$8.99M0.0%+20.0%0.309%
2/9/2024Nemes Rush Group LLC7,985$158K0.0%-27.4%0.005%
2/9/2024Franklin Resources Inc.270,484$5.34M0.0%-0.3%0.184%
2/9/2024D.A. Davidson & CO.15,956$315K0.0%-5.9%0.011%
2/9/2024 Sachetta LLC4,265$84K0.0%N/A0.003%
2/9/2024Wells Fargo & Company MN1,402,416$27.68M0.0%+5.5%0.951%
2/9/2024Balentine LLC24,860$491K0.0%+4.7%0.017%
2/9/2024Paragon Private Wealth Management LLC20,293$401K0.3%+41.3%0.014%
2/9/2024UBS Group AG1,516,259$29.93M0.0%-4.4%1.029%
2/8/2024 Northeast Financial Group Inc.29,220$577K0.3%+14.9%0.020%
2/8/2024WT Wealth Management441,515$8.72M3.4%-42.2%0.300%
2/8/2024Laffer Tengler Investments Inc.21,768$430K0.1%-18.2%0.015%
2/8/2024Beacon Pointe Advisors LLC64,190$1.27M0.0%-3.2%0.044%
2/8/2024Savvy Advisors Inc.23,712$468K0.5%N/A0.016%
2/8/2024Foundations Investment Advisors LLC28,305$556K0.0%+149.8%0.019%
2/8/2024 Janney Montgomery Scott LLC64,863$1.28M0.0%+1.6%0.044%
2/7/2024Avantax Advisory Services Inc.89,251$1.76M0.0%+49.7%0.061%
2/7/2024Almanack Investment Partners LLC.572,062$11.29M1.6%+23.2%0.388%
2/7/2024Envestnet Portfolio Solutions Inc.55,176$1.09M0.0%-8.1%0.037%
2/7/2024 Acorn Wealth Advisors LLC19,071$376K0.2%+8.4%0.013%
2/7/2024Endowment Wealth Management Inc.10,988$217K0.2%N/A0.007%
2/7/2024Principal Securities Inc.22,130$437K0.0%N/A0.015%
2/7/2024Ethos Financial Group LLC697,878$13.78M2.9%+5.3%0.473%
2/6/2024 Fielder Capital Group LLC41,828$826K0.5%N/A0.028%
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2/6/2024 Private Advisor Group LLC22,735$449K0.0%+17.6%0.015%
2/6/2024Metis Global Partners LLC3,311,435$65.37M2.6%+15.7%2.247%
2/6/2024 Seven Post Investment Office LP24,965$493K0.1%-16.8%0.017%
2/6/2024Axxcess Wealth Management LLC10,014$198K0.0%N/A0.007%
2/5/2024 MONECO Advisors LLC112,206$2.22M0.4%N/A0.076%
2/5/2024First Ascent Asset Management LLC25,136$496K0.1%-7.7%0.017%
2/5/2024Kestra Private Wealth Services LLC26,518$523K0.0%N/A0.018%
2/5/2024 Mather Group LLC.104,180$2.06M0.0%-14.7%0.071%
2/2/2024Headlands Technologies LLC4,306$85K0.0%N/A0.003%
2/2/2024Channing Global Advisors LLC67,572$1.33M1.0%N/A0.046%
(Data available from 1/1/2016 forward)

SGOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGOL shares?

During the previous two years, 267 institutional investors and hedge funds held shares of abrdn Physical Gold Shares ETF. The most heavily invested institutionals were Metis Global Partners LLC ($65.37M), Bank of America Corp DE ($62.27M), Ronald Blue Trust Inc. ($55.57M), Jane Street Group LLC ($53.40M), HighTower Advisors LLC ($43.60M), UBS Group AG ($29.93M), and Wells Fargo & Company MN ($27.68M).Learn more on SGOL's institutional investors.

Which institutional investors have been buying abrdn Physical Gold Shares ETF stock?

Of the 228 institutional investors that purchased abrdn Physical Gold Shares ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ronald Blue Trust Inc. ($3.02M), Jane Street Group LLC ($2.98M), Almanack Investment Partners LLC. ($1.22M), Virtu Financial LLC ($1.18M), Envestnet Asset Management Inc. ($1.12M), Towneley Capital Management Inc DE ($805.25K), and Global Assets Advisory LLC ($782.00K).

How much institutional buying is happening at abrdn Physical Gold Shares ETF?

Institutional investors have bought a total of 32,216,454 shares in the last 24 months. This purchase volume represents approximately $584.01M in transactions.

Which abrdn Physical Gold Shares ETF major shareholders have been selling company stock?

Of the 153 institutional investors that sold abrdn Physical Gold Shares ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blue Trust Inc. ($2.38M), Darwin Advisors LLC ($1.16M), Worth Asset Management LLC ($817.92K), UBS Group AG ($736.12K), CWM LLC ($688.78K), Cape Cod Five Cents Savings Bank ($500.35K), and IFP Advisors Inc ($456.64K).

How much institutional selling is happening at abrdn Physical Gold Shares ETF?

Institutional investors have sold a total of 12,345,242 shares in the last 24 months. This volume of shares sold represents approximately $227.05M in transactions.


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This page (NYSEARCA:SGOL) was last updated on 5/4/2024 by MarketBeat.com Staff

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