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abrdn Physical Gold Shares ETF

304 hedge funds and large institutions have $968M invested in abrdn Physical Gold Shares ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,464% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $70K

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

6% more funds holding

Funds holding: 287304 (+17)

5% more capital invested

Capital invested by funds: $924M → $968M (+$43.7M)

0.12% more ownership

Funds ownership: 30.72%30.84% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
4.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
38
Increased
70
Reduced
100
Closed
17
Calls
$1.79M
Puts
$70K
Net Calls
+$1.73M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
226
Key Client Fiduciary Advisors
New Jersey
$216K +$217K +9,730 New
GP
227
Greenline Partners
New York
$212K +$212K +9,500 New
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$210K -$7.97K -357 -4%
CAG
229
Curtis Advisory Group
California
$210K -$5.36K -240 -2%
PA
230
Parallel Advisors
California
$210K
PWH
231
Priebe Wealth Holdings
Minnesota
$208K +$209K +9,350 New
JSSH
232
J. Safra Sarasin Holding
$201K +$202K +9,025 New
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$200K +$201K +8,982 New
ATPW
234
Ashton Thomas Private Wealth
Arizona
$184K +$185K +8,279 New
LB
235
Legacy Bridge
Iowa
$178K
NRG
236
Nemes Rush Group
Michigan
$177K
GWSG
237
GPS Wealth Strategies Group
Colorado
$152K +$153K +6,847 New
AF
238
Allworth Financial
California
$127K +$3.28K +147 +3%
WWP
239
WR Wealth Planners
Missouri
$114K +$3.19K +143 +3%
EBA
240
Eagle Bay Advisors
New York
$107K
FLPIM
241
F.L. Putnam Investment Management
Massachusetts
$106K +$107K +4,789 New
HGERS
242
Householder Group Estate & Retirement Specialist
Arizona
$105K
GIA
243
GHP Investment Advisors
Colorado
$100K
SC
244
SouthState Corp
Florida
$100K
S
245
Sachetta
Massachusetts
$98.1K
AFG
246
Albion Financial Group
Utah
$93.8K
DFA
247
DHJJ Financial Advisors
Illinois
$88.9K
LFA
248
LGT Financial Advisors
Texas
$88.9K
CAS
249
Coppell Advisory Solutions
Texas
$85.4K +$85.9K +3,844 New
TCM
250
Tradewinds Capital Management
Washington
$84.9K

SGOL Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2024, worth a combined $968M — up 4.7% from $924M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SGOL positions and 17 closed out — a net gain of 21 holders — while 70 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $37.2M sold.

  • 304 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $968M of abrdn Physical Gold Shares ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 38 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2024 and 17 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2024 was Morgan Stanley, an estimated $7.67M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2024 was Global Assets Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.