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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

286 hedge funds and large institutions have $920M invested in abrdn Physical Gold Shares ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-7
Holders Change %
-2.39%
% of All Funds
4.15%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
25
Increased
69
Reduced
108
Closed
28
Calls
$3.17M
Puts
$201K
Net Calls
+$2.97M
Net Calls Change
-$715K

Top Buyers

1
GAA
Global Assets Advisory
Florida
$37.2M
2
AMG
Advisors Management Group
Wisconsin
$10.5M
3
Wells Fargo
Wells Fargo
California
$39.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.24M
5
MFG
Merit Financial Group
Georgia
$5.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$45.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.07M
3
BTI
Blue Trust Inc
Georgia
$13.7M
4
BW
Bison Wealth
Georgia
$243K
5
Bank of America
Bank of America
North Carolina
$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$201K – – –
CSC
227
Caldwell Sutter Capital
California
$181K -$1.06K -50 -0.6%
LB
228
Legacy Bridge
Iowa
$170K -$117K -5,500 -41%
NRG
229
Nemes Rush Group
Michigan
$170K – – –
AF
230
Allworth Financial
California
$115K -$46.8K -2,204 -29%
LTI
231
Laffer Tengler Investments
Tennessee
$112K -$350K -16,501 -76%
WWP
232
WR Wealth Planners
Missouri
$106K +$106K +5,000 New
EBA
233
Eagle Bay Advisors
New York
$102K – – –
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$101K -$6.58K -310 -6%
GIA
235
GHP Investment Advisors
Colorado
$95.7K – – –
SC
236
SouthState Corp
Florida
$95.6K – – –
AFG
237
Albion Financial Group
Utah
$89.6K – – –
LFA
238
LGT Financial Advisors
Texas
$85K – – –
DFA
239
DHJJ Financial Advisors
Illinois
$85K – – –
S
240
Sachetta
Massachusetts
$84.2K – – –
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$82.4K – – –
TCM
242
Tradewinds Capital Management
Washington
$81.1K – – –
ADL
243
Asset Dedication LLC
California
$78K – – –
FPF
244
First Pacific Financial
Washington
$74.7K -$18.5K -873 -20%
SWM
245
Sanctuary Wealth Management
Idaho
$70.8K – – –
GFPC
246
Global Financial Private Client
Florida
$67.9K -$408 -19 -0.6%
SPIA
247
Steward Partners Investment Advisory
New York
$65.1K – – –
GWM
248
Geneos Wealth Management
Colorado
$57.6K – – –
Group One Trading
249
Group One Trading
Illinois
$51.5K +$51.5K +2,423 New
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$51K – – –
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