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abrdn Physical Gold Shares ETF

355 hedge funds and large institutions have $1.58B invested in abrdn Physical Gold Shares ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

832% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $268K

181% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.3B → $1.58B (+$286M)

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

10% more funds holding

Funds holding: 324355 (+31)

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.84% more ownership

Funds ownership: 34.1%34.95% (+0.84%)

Holders
355
Holders Change
+31
Holders Change %
+9.57%
% of All Funds
4.68%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
59
Increased
104
Reduced
103
Closed
21
Calls
$2.5M
Puts
$268K
Net Calls
+$2.23M
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$294K +$48.5K +1,910 +19%
EFS
252
Essex Financial Services
Connecticut
$290K
CF
253
Claris Financial
Virginia
$285K +$289K +11,392 New
EAM
254
Everstar Asset Management
North Carolina
$282K -$12.7K -500 -4%
WBC
255
West Branch Capital
Massachusetts
$282K
PWA
256
Principia Wealth Advisory
Texas
$278K +$282K +11,100 New
SFC
257
Strategic Financial Concepts
Texas
$278K +$282K +11,100 New
CWA
258
Capital Wealth Alliance
Arizona
$277K -$3.18K -125 -1%
LP
259
LB Partners
Virginia
$276K
CPRC
260
Consolidated Portfolio Review Corp
New York
$276K +$279K +11,000 New
AA
261
Apriem Advisors
California
$273K -$12.7K -500 -4%
KCFA
262
Key Client Fiduciary Advisors
New Jersey
$271K +$6.99K +275 +3%
VC
263
Vicus Capital
Pennsylvania
$268K -$60.8K -2,392 -18%
ACM
264
Alpha Capital Management
Texas
$262K
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$259K +$56.2K +2,211 +27%
CFP
266
Cascade Financial Partners
California
$257K -$6.35K -250 -2%
AWM
267
Axxcess Wealth Management
California
$251K
HAM
268
Hedges Asset Management
Nevada
$251K
SWA
269
SFMG Wealth Advisors
Texas
$251K
EPIM
270
Evelyn Partners Investment Management
$251K +$254K +10,000 New
LFG
271
Larson Financial Group
Missouri
$250K -$496K -19,518 -66%
TWM
272
TCFG Wealth Management
California
$242K
TCM
273
Tradewinds Capital Management
Washington
$242K
CFO
274
Callan Family Office
Pennsylvania
$241K
GP
275
Greenline Partners
New York
$238K

SGOL Hedge Fund Activity: Q4 2024 in Review

355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2024, worth a combined $1.58B — up 22% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SGOL positions and 21 closed out — a net gain of 38 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.2M. The largest seller was Quadrature Capital, exiting entirely with an estimated $35.7M sold.

  • 355 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2024, up from 324 in Q3 2024.
  • Funds reported $1.58B of abrdn Physical Gold Shares ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 59 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2024 and 21 closed out, a net change of +38 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2024 was Wells Fargo, an estimated $14.2M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2024 was Quadrature Capital, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2024.