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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

350 hedge funds and large institutions have $1.54B invested in abrdn Physical Gold Shares ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+27
Holders Change %
+8.36%
% of All Funds
4.66%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
55
Increased
103
Reduced
103
Closed
21
Calls
$2.5M
Puts
$268K
Net Calls
+$2.23M
Net Calls Change
+$203K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$68.8M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$16.5M
3
LPL Financial
3
LPL Financial
California
$34.3M
4
SAI
4
Savvy Advisors Inc
New York
$10.8M
5
CIA
5
Choate Investment Advisors
Massachusetts
$6.7M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$0
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$264M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
EF
4
Empowered Funds
Pennsylvania
$4.56M
5
FFA
5
Farther Finance Advisors
California
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FD
226
Financial Designs
California
$362K +$33.8K +1,350 +10%
RBFC
227
Roman Butler Fullerton & Co
Missouri
$360K +$1.65K +63 +0.5%
ES
228
ETF Store
Kansas
$352K -$263K -10,509 -43%
TIAM2
229
Tru Independence Asset Management 2
Oregon
$351K – – –
Empower Advisory Group
230
Empower Advisory Group
Colorado
$351K – – –
SCA
231
Snowden Capital Advisors
New York
$349K +$88.3K +3,526 +34%
SFG
232
Sovereign Financial Group
Connecticut
$338K +$1.43K +57 +0.4%
AF
233
Advisornet Financial
Minnesota
$337K +$4.91K +196 +1%
SCM
234
Saxony Capital Management
Missouri
$337K – – –
CAG
235
Cypress Advisory Group
Arizona
$330K +$330K +13,175 New
NFC
236
Northstar Financial Companies
Pennsylvania
$328K +$328K +13,081 New
SPWG
237
Syntegra Private Wealth Group
Missouri
$326K +$326K +13,018 New
VA
238
Valmark Advisers
Ohio
$323K +$91.4K +3,650 +39%
AC
239
AWM Capital
Arizona
$320K – – –
BWMG
240
Barnes Wealth Management Group
California
$318K +$318K +12,686 New
Brown Advisory
241
Brown Advisory
Maryland
$317K +$54.1K +2,160 +21%
CSC
242
Caldwell Sutter Capital
California
$308K +$32.6K +1,303 +12%
TWM
243
Triton Wealth Management
Arizona
$306K – – –
SA
244
Sanctuary Advisors
Indiana
$303K +$40.7K +1,526 +16%
CIA
245
Concurrent Investment Advisors
Florida
$300K – – –
JWCA
246
J.W. Cole Advisors
Florida
$299K +$299K +11,953 New
EWA
247
EverSource Wealth Advisors
Alabama
$297K +$297K +11,851 New
RCAG
248
Rehmann Capital Advisory Group
Michigan
$294K +$47.8K +1,910 +19%
EFS
249
Essex Financial Services
Connecticut
$290K – – –
CF
250
Claris Financial
Virginia
$285K +$285K +11,392 New
8 9
10
11 12