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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

150 hedge funds and large institutions have $366M invested in abrdn Physical Gold Shares ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
31
Increased
45
Reduced
31
Closed
15
Calls
$712K
Puts
$1K
Net Calls
+$711K
Net Calls Change
-$4.09M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$60.8M
2
FI
2
FormulaFolio Investments
Michigan
$36.1M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$35M
4
HI
4
Hudock Inc
Pennsylvania
$14.5M
5
PG
5
Prostatis Group
Maryland
$7.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FSA
2
Financial Services Advisory
Maryland
$0
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
51
Capstone Financial Group
Oklahoma
$629K +$520K +34,363 +479%
Northern Trust
52
Northern Trust
Illinois
$600K +$106K +6,974 +21%
SW
53
SlateStone Wealth
Florida
$574K -$128K -8,450 -18%
BSW
54
Buckingham Strategic Wealth
Missouri
$573K +$573K +37,834 New
CAN
55
Claraphi Advisory Network
United States
$532K +$360K +23,749 +209%
HR
56
Hayden Royal
North Carolina
$530K +$530K +35,000 New
XWM
57
Xcel Wealth Management
Florida
$495K +$495K +32,700 New
WT
58
Whittier Trust
California
$455K – – –
UCFA
59
United Capital Financial Advisors
Texas
$443K +$34.1K +2,255 +8%
WLIM
60
White Lighthouse Investment Management
Massachusetts
$433K – – –
SHA
61
Seneca House Advisors
Virginia
$426K -$57K -3,760 -12%
MAS
62
Madden Advisory Services
Florida
$414K – – –
WP
63
WealthPLAN Partners
Nebraska
$413K +$413K +24,757 New
Betterment LLC
64
Betterment LLC
New York
$409K -$444K -29,303 -52%
CIM
65
Cambria Investment Management
California
$406K -$434K -28,644 -52%
GFPC
66
Global Financial Private Client
Florida
$394K +$394K +25,750 New
TCOT
67
Trust Company of Toledo
Ohio
$385K +$214K +14,080 +125%
CC
68
Chicago Capital
Illinois
$375K – – –
MA
69
Mutual Advisors
Nebraska
$372K – – –
Stifel Financial
70
Stifel Financial
Missouri
$364K +$204K +13,414 +127%
NFG
71
Next Financial Group
Texas
$343K +$25.7K +1,692 +8%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$338K +$55.4K +3,656 +20%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$327K +$23.5K +1,553 +8%
FAIM
74
Financial Advocates Investment Management
Washington
$305K +$983 +65 +0.3%
CL
75
Cabana LLC
Arkansas
$302K -$626K -37,873 -67%
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3
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