We are live on ! Find out more
SGOL icon

abrdn Physical Gold Shares ETF
SGOL

109 hedge funds and large institutions have $216M invested in abrdn Physical Gold Shares ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $190M → $216M (+$25.4M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

12.42% more ownership

Funds ownership: 233.84% → 246.27% (+12%)

11% more funds holding

Funds holding: 98 → 109 (+11)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
26
Reduced
23
Closed
9
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$2.88M

Top Buyers

1
ACP
Aveo Capital Partners
Colorado
+$17.2M
2
AIP
Almanack Investment Partners
Pennsylvania
+$13.2M
3
MCIA
Mountain Capital Investment Advisors
Colorado
+$9.82M
4
SI
SimpliFi Inc
California
+$7.83M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.58M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
-$21.2M
2
BIA
Barry Investment Advisors
Massachusetts
-$11.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
4
FI
FormulaFolio Investments
Michigan
-$1.24M
5
AG
Advisor Group
Arizona
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.13M -$3.07M -216,000 -59%
HI
27
Hudock Inc
Pennsylvania
$2.04M – – –
WWM
28
WT Wealth Management
Arizona
$2M +$2M +140,750 New
ACP
29
Aveo Capital Partners
Colorado
$1.95M +$17.2M +1,209,880 +900%
FSA
30
Financial Services Advisory
Maryland
$1.87M +$1.87M +131,760 New
LPL Financial
31
LPL Financial
California
$1.81M +$225K +15,870 +14%
Creative Planning
32
Creative Planning
Kansas
$1.8M -$69.2K -4,870 -4%
KM
33
Kalos Management
Georgia
$1.57M -$113K -7,970 -7%
SF
34
Synovus Financial
Georgia
$1.42M – – –
ADBIC
35
A.D. Beadell Investment Counsel
Wisconsin
$1.34M – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.31M +$763K +53,710 +139%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.29M +$427K +30,030 +49%
PRS
38
Pinkerton Retirement Specialists
Idaho
$1.27M +$1.28M +89,820 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$1.27M -$10.2K -720 -0.8%
PHS
40
Pekin Hardy Strauss
Illinois
$1.06M – – –
RE
41
RBC Europe
United Kingdom
$1.05M – – –
CIM
42
Cambria Investment Management
California
$1.03M -$31.1K -2,190 -3%
MHIC
43
Marble Harbor Investment Counsel
Massachusetts
$926K – – –
WAAG
44
Wealth Alliance Advisory Group
Kansas
$880K – – –
Betterment LLC
45
Betterment LLC
New York
$844K – – –
Simplex Trading
46
Simplex Trading
Illinois
$811K -$315K -22,180 -28%
GI
47
Gradient Investments
Minnesota
$739K -$10.2K -720 -1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$725K +$58K +4,080 +9%
PAG
49
Pinnacle Advisory Group
Maryland
$712K -$21.2M -1,489,290 -97%
GAG
50
GM Advisory Group
New York
$670K +$273K +19,190 +69%
1
2
3 4 5

SGOL Hedge Fund Activity: Q3 2019 in Review

109 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2019, worth a combined $216M — up 13% from $190M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SGOL positions and 9 closed out — a net gain of 12 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Aveo Capital Partners, adding an estimated $17.2M. The largest seller was Pinnacle Advisory Group, cutting an estimated $21.2M.

  • 109 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2019, up from 98 in Q2 2019.
  • Funds reported $216M of abrdn Physical Gold Shares ETF stock for Q3 2019, up 13% quarter-over-quarter.
  • 21 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2019 and 9 closed out, a net change of +12 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2019 was Aveo Capital Partners, an estimated $17.2M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2019 was Pinnacle Advisory Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2019.