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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$9.1M -$449K -20,097 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$8.85M +$227K +10,181 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$7.4M -$990K -44,305 -12%
LS
29
Liquid Strategies
Georgia
$7.26M +$7.3M +326,867 New
KAM
30
Kensington Asset Management
Texas
$7.26M +$7.3M +326,867 New
CMAI
31
Capital Management Associates Inc
Minnesota
$7.23M +$344K +15,410 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$6.98M +$1.6M +71,675 +30%
WWM
33
WT Wealth Management
Arizona
$6.94M -$380K -17,012 -5%
FFN
34
Focus Financial Network
Minnesota
$6.94M +$68.4K +3,060 +1%
IA
35
Inspire Advisors
Idaho
$6.93M -$377K -16,894 -5%
PRS
36
Pinkerton Retirement Specialists
Idaho
$6.47M +$133K +5,940 +2%
Tudor Investment Corp
37
Tudor Investment Corp
Connecticut
$6.4M +$6.19M +277,317 +2,632%
AWS
38
Atria Wealth Solutions
New York
$6.38M +$418K +18,709 +7%
1WA
39
180 Wealth Advisors
Washington
$6.31M -$51.7K -2,315 -0.8%
NA
40
NewEdge Advisors
Louisiana
$6.25M +$1.02M +45,676 +19%
FTUS
41
Flow Traders U.S.
New York
$6.15M +$6.18M +276,716 New
US Bancorp
42
US Bancorp
Minnesota
$5.97M
MFG
43
Merit Financial Group
Georgia
$5.84M +$55.7K +2,492 +1%
Jane Street
44
Jane Street
New York
$5.82M -$2.34M -104,594 -29%
Franklin Resources
45
Franklin Resources
California
$5.73M -$74.2K -3,322 -1%
NFG
46
Norris Financial Group
South Carolina
$5.54M +$1.13M +50,687 +25%
BA
47
BCM Advisors
Louisiana
$5.44M -$250K -11,213 -5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.44M +$1.83M +82,102 +50%
SWM
49
Stapp Wealth Management
Washington
$5.18M +$55.6K +2,489 +1%
TCCM
50
Timber Creek Capital Management
Massachusetts
$4.9M -$321K -14,376 -6%

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.