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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
ADL
251
Asset Dedication LLC
California
$81.7K
Fidelity Investments
252
Fidelity Investments
Massachusetts
$79.9K +$34.7K +1,552 +76%
FPF
253
First Pacific Financial
Washington
$78.2K
SWM
254
Sanctuary Wealth Management
Idaho
$74.1K
GFPC
255
Global Financial Private Client
Florida
$70.3K
SPIA
256
Steward Partners Investment Advisory
New York
$68.1K
LTI
257
Laffer Tengler Investments
Tennessee
$65K -$52.3K -2,340 -44%
SNB
258
Security National Bank
Nebraska
$61.1K -$510K -22,828 -89%
GWM
259
Geneos Wealth Management
Colorado
$60.3K
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$59.5K -$26.8K -1,200 -31%
WOSD
261
WFA of San Diego
California
$59.4K +$59.7K +2,674 New
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$53.4K
MIM
263
Macroview Investment Management
Maryland
$50K
TH
264
TCTC Holdings
Texas
$48.2K +$48.4K +2,167 New
CFFP
265
Center for Financial Planning
Michigan
$46.7K +$46.9K +2,100 New
Simplex Trading
266
Simplex Trading
Illinois
$45K -$168K -7,519 -79%
CPA
267
Clear Point Advisors
New York
$40.2K
Citigroup
268
Citigroup
New York
$33.3K
AAG
269
Armstrong Advisory Group
Massachusetts
$30K
GJIA
270
Glass Jacobson Investment Advisors
Maryland
$26.7K
GRP
271
Global Retirement Partners
California
$26.1K
SS
272
Sunbelt Securities
Texas
$25.8K +$25.9K +1,160 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K
AA
274
AlphaMark Advisors
Kentucky
$22K
RWPA
275
Richard W. Paul & Associates
Michigan
$21.5K

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.