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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $705M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
3.84%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
33
Increased
77
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$12.4M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$12.6M
3
EF
3
Empowered Funds
Pennsylvania
$11.7M
4
BTI
4
Blue Trust Inc
Georgia
$42.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.9M
2
SAM
2
Synergy Asset Management
Washington
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$27.8M
5
MWA
5
Mills Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$7.47M +$6.31M +334,602 +546%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.51M -$22.8K -1,207 -0.3%
CAN
28
Cetera Advisor Networks
California
$5.83M -$48.1K -2,549 -0.8%
US Bancorp
29
US Bancorp
Minnesota
$5.11M – – –
1WA
30
180 Wealth Advisors
Washington
$4.95M +$20.3K +1,074 +0.4%
Franklin Resources
31
Franklin Resources
California
$4.66M -$67.9K -3,597 -1%
BL
32
BFSG LLC
California
$4.55M -$2.21K -117 -0%
TCCM
33
Timber Creek Capital Management
Massachusetts
$4.54M – – –
BA
34
BCM Advisors
Louisiana
$4.5M +$29.8K +1,570 +0.7%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$4.45M -$679K -36,000 -13%
AMM
36
American Money Management
California
$4.37M -$684K -36,239 -14%
SWM
37
Stapp Wealth Management
Washington
$4.28M +$1.42M +75,413 +50%
FFN
38
Focus Financial Network
Minnesota
$3.89M +$99.9K +5,292 +3%
EAM
39
Empirical Asset Management
Massachusetts
$3.84M -$476K -25,216 -11%
BAM
40
BOS Asset Management
Illinois
$3.66M -$270K -14,300 -7%
PFG
41
Pacific Financial Group
Washington
$3.53M +$3.53M +186,835 New
FA
42
Fiduciary Alliance
South Carolina
$3.52M +$409K +21,649 +13%
DWM
43
Darwin Wealth Management
Florida
$3.33M -$481K -25,131 -13%
QA
44
Quantitative Advantage
Minnesota
$3.33M -$291K -15,444 -8%
TWM
45
Tradition Wealth Management
Minnesota
$3.06M +$88.3K +4,682 +3%
HFM
46
Harvest Fund Management
China
$2.73M -$295K -15,640 -10%
NCM
47
Narwhal Capital Management
Georgia
$2.67M +$47.3K +2,504 +2%
BCM
48
Brookstone Capital Management
Illinois
$2.66M -$326K -17,057 -11%
CUAMC
49
China Universal Asset Management Company
China
$2.64M – – –
MG
50
Mather Group
Illinois
$2.63M -$2.11K -112 -0.1%
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