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Get Institutions for : 
Aberdeen Standard Physical Swiss Gold Shares ETF (SGOL)  
$23.10 0.38 (1.67%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 284    11
Total shares held : 
 42,903,947  
% of shares held : 
 29.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -3,192,008  
% of shares held change : 
   -2.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.50  
Last Quarter's Ending Price : 
 $19.74  
Last Quarter's Average Price : 
 $18.91  
Change from last quarter's     
avg. price to the last closing  : 
4.19 (22.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 1,099,668
 2.56%
 
Increased Positions :
71
 2,622,249
 6.11%
 
Unchanged Positions :
90
 2,857,812
 6.66%
 
Decreased Positions :
97
-6,445,420
-15.02%
 
Closed Positions :
15
-468,505
-1.09%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADVISORS MANAGEMENT GROUP INC /ADV 6 *New 2024-03-31 494,519 $10,504,000 494,519
   Merit Financial Group LLC 124 *New 2024-03-31 260,286 $5,726,000 260,286
   Client First Investment Management LLC 11 *New 2024-03-31 74,622 $1,585,000 74,622
   SpiderRock Advisors LLC 238 *New 2024-03-31 68,720 $1,418,000 68,720
   Grey Street Capital LLC 69 *New 2023-12-31 26,300 $519,000 26,300
   JONES FINANCIAL COMPANIES LLLP 384 *New 2024-03-31 15,763 $335,000 15,763
   Empower Advisory Group LLC 408 *New 2024-03-31 14,000 $297,000 14,000
   M&T BANK CORP 1381 *New 2024-03-31 12,543 $266,000 12,543
   Saxony Capital Management LLC 92 *New 2024-03-31 10,666 $227,000 10,666
   TUDOR INVESTMENT CORP ET AL 1301 *New 2024-03-31 10,535 $224,000 10,535
   Rehmann Capital Advisory Group 542 *New 2024-03-31 9,807 $208,000 9,807
   Curtis Advisory Group LLC 94 *New 2024-03-31 9,700 $206,000 9,700
   VALMARK ADVISERS INC 516 *New 2024-03-31 9,490 $202,000 9,490
   Atlantic Trust Group LLC 2232 *New 2024-03-31 515 $11,000 515
   Financial Gravity Wealth Inc. 499 *New 2024-03-31 365 $8,000 365
   HM PAYSON & CO 883 *New 2023-12-31 141 $3,000 141
   Planning Capital Management Corp 556 *New 2024-03-31 90 $2,000 90
   Continuum Advisory LLC 1523 *New 2024-03-31 52 $1,000 52
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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