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abrdn Physical Gold Shares ETF
SGOL

225 hedge funds and large institutions have $787M invested in abrdn Physical Gold Shares ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $902K

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

9% more funds holding

Funds holding: 207 → 225 (+18)

2.12% less ownership

Funds ownership: 31.92% → 29.8% (-2.1%)

8% less capital invested

Capital invested by funds: $859M → $787M (-$71.7M)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
225
Holders Change
+18
Holders Change %
+8.7%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
46
Increased
79
Reduced
51
Closed
25
Calls
$2.62M
Puts
$902K
Net Calls
+$1.72M
Net Calls Change
-$952K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$7.74M
2
Jane Street
Jane Street
New York
+$4.35M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.42M
4
NIA
Northstar Investment Advisors
Colorado
+$3.19M
5
AWM
AE Wealth Management
Kansas
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$106M
2
FI
FormulaFolio Investments
Michigan
-$8.72M
3
AIP
Almanack Investment Partners
Pennsylvania
-$7.2M
4
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$5.57M
5
SL
Savior LLC
Massachusetts
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
QA
51
Quantitative Advantage
Minnesota
$2.53M +$884K +48,996 +55%
PRS
52
Pinkerton Retirement Specialists
Idaho
$2.42M +$550K +30,464 +30%
HFM
53
Harvest Fund Management
China
$2.01M -$57.2K -3,172 -3%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$2.01M +$301K +16,662 +18%
PHS
55
Pekin Hardy Strauss
Illinois
$1.89M – – –
SF
56
Synovus Financial
Georgia
$1.83M – – –
ADBIC
57
A.D. Beadell Investment Counsel
Wisconsin
$1.83M – – –
CP
58
Camelot Portfolios
Ohio
$1.82M +$42.6K +2,359 +2%
IA
59
IFP Advisors
Florida
$1.79M +$5.92K +328 +0.3%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.73M +$91.9K +5,092 +6%
SIAG
61
Safeguard Investment Advisory Group
California
$1.68M +$1.66M +91,963 New
HB
62
Homrich & Berg
Georgia
$1.67M +$1.64M +91,072 New
AC
63
Avestar Capital
New York
$1.65M +$47.1K +2,611 +3%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$1.56M -$15.3K -850 -1%
LA
65
LexAurum Advisors
Kansas
$1.54M +$241K +13,367 +19%
OWA
66
Outlook Wealth Advisors
Texas
$1.49M -$36K -1,995 -2%
PCP
67
Proficio Capital Partners
Massachusetts
$1.45M -$60.6K -3,360 -4%
RE
68
RBC Europe
United Kingdom
$1.45M +$99.2K +5,500 +7%
KM
69
Kalos Management
Georgia
$1.43M -$66.3K -3,675 -4%
SPC
70
Sigma Planning Corp
Michigan
$1.34M +$148K +8,190 +13%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$863K +47,830 +199%
LWAM
72
Legacy Wealth Asset Management
Minnesota
$1.29M +$1.27M +70,607 New
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$1.27M +$155K +8,581 +14%
MHIC
74
Marble Harbor Investment Counsel
Massachusetts
$1.22M – – –
CAN
75
Claraphi Advisory Network
United States
$1.2M +$235K +13,044 +25%
1 2
3
4 5

SGOL Hedge Fund Activity: Q4 2020 in Review

225 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2020, worth a combined $787M — down 8.4% from $859M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SGOL positions and 25 closed out — a net gain of 21 holders — while 79 added to existing stakes and 51 trimmed.

The largest buyer was UBS Group, adding an estimated $7.74M. The largest seller was Charles Schwab, exiting entirely with an estimated $106M sold.

  • 225 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2020, up from 207 in Q3 2020.
  • Funds reported $787M of abrdn Physical Gold Shares ETF stock for Q4 2020, down 8.4% quarter-over-quarter.
  • 46 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2020 and 25 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2020 was UBS Group, an estimated $7.74M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2020 was Charles Schwab, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.