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abrdn Physical Gold Shares ETF
SGOL

238 hedge funds and large institutions have $605M invested in abrdn Physical Gold Shares ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more call options, than puts

Call options by funds: $474K | Put options by funds: $12K

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

14% more funds holding

Funds holding: 208 → 238 (+30)

5% more capital invested

Capital invested by funds: $579M → $605M (+$26.4M)

0.24% more ownership

Funds ownership: 24.73% → 24.96% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
67
Reduced
69
Closed
16
Calls
$474K
Puts
$12K
Net Calls
+$462K
Net Calls Change
-$624K

Top Buyers

Rank Fund Capital Flow
1
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
+$10.1M
2
EF
Empowered Funds
Pennsylvania
+$7.12M
3
MLIM
Mountain Lake Investment Management
Florida
+$5.09M
4
LFG
Larson Financial Group
Missouri
+$3.61M
5
UIA
UBP Investment Advisors
Switzerland
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$36.3M
2
DWM
Darwin Wealth Management
Florida
-$5.37M
3
Bank of America
Bank of America
North Carolina
-$5.21M
4
AI
Atria Investments
North Carolina
-$4.18M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
26
American Money Management
California
$4.92M -$324K -18,798 -6%
BA
27
BCM Advisors
Louisiana
$4.5M +$550K +31,907 +14%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.5M -$318K -18,441 -7%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$4.44M -$34.5K -2,000 -0.8%
CG
30
Colony Group
Massachusetts
$4.04M -$36.3M -2,108,695 -90%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.93M -$1.42M -82,581 -27%
BCM
32
Brookstone Capital Management
Illinois
$3.84M -$3M -174,171 -44%
ED
33
Exane Derivatives
France
$3.84M – – –
1WA
34
180 Wealth Advisors
Washington
$3.75M +$131K +7,585 +4%
BL
35
BFSG LLC
California
$3.74M +$110K +6,406 +3%
LFG
36
Larson Financial Group
Missouri
$3.71M +$3.61M +209,555 +11,786%
EAM
37
Empirical Asset Management
Massachusetts
$3.64M +$3.57M +207,137 New
HFM
38
Harvest Fund Management
China
$3.47M -$35.2K -2,041 -1%
CAN
39
Cetera Advisor Networks
California
$3.44M +$480K +27,827 +17%
QA
40
Quantitative Advantage
Minnesota
$2.89M +$116K +6,739 +4%
GM
41
GeoWealth Management
Illinois
$2.85M -$362K -21,023 -11%
CUAMC
42
China Universal Asset Management Company
China
$2.81M +$2.76M +160,000 New
PCP
43
Proficio Capital Partners
Massachusetts
$2.79M – – –
WWM
44
WT Wealth Management
Arizona
$2.68M +$1.4M +81,258 +114%
Renaissance Technologies
45
Renaissance Technologies
New York
$2.67M +$2.63M +152,300 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.63M +$1.08M +62,409 +71%
AI
47
Atria Investments
North Carolina
$2.47M -$4.18M -242,568 -63%
NCM
48
Narwhal Capital Management
Georgia
$2.42M +$23.5K +1,364 +1%
TWM
49
Tradition Wealth Management
Minnesota
$2.41M +$173K +10,039 +8%
FMP
50
Financial Management Professionals
Texas
$2.37M +$2.32M +134,667 New
1
2
3 4 5

SGOL Hedge Fund Activity: Q4 2021 in Review

238 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2021, worth a combined $605M — up 4.6% from $579M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 16 closed out — a net gain of 31 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $10.1M. The largest seller was Colony Group, cutting an estimated $36.3M.

  • 238 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $605M of abrdn Physical Gold Shares ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2021 was Cape Cod Five Cents Savings Bank, an estimated $10.1M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2021 was Colony Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.