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abrdn Physical Gold Shares ETF
SGOL

208 hedge funds and large institutions have $579M invested in abrdn Physical Gold Shares ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $344K

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.84% less ownership

Funds ownership: 26.57% → 24.73% (-1.8%)

5% less funds holding

Funds holding: 218 → 208 (-10)

8% less capital invested

Capital invested by funds: $631M → $579M (-$52.3M)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
208
Holders Change
-10
Holders Change %
-4.59%
% of All Funds
3.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
68
Reduced
62
Closed
21
Calls
$1.43M
Puts
$344K
Net Calls
+$1.09M
Net Calls Change
-$468K

Top Buyers

Rank Fund Capital Flow
1
CC
Cypress Capital
Tennessee
+$9.87M
2
DWM
Darwin Wealth Management
Florida
+$8.06M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.76M
4
GM
GeoWealth Management
Illinois
+$3.15M
5
Bank of America
Bank of America
North Carolina
+$2.97M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$31.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.3M
3
HI
Hudock Inc
Pennsylvania
-$9.71M
4
Morgan Stanley
Morgan Stanley
New York
-$5.17M
5
FTUS
Flow Traders U.S.
New York
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$1.65M -$25.2K -1,469 -1%
LA
52
LexAurum Advisors
Kansas
$1.63M +$70.4K +4,098 +4%
WWM
53
Wolff Wiese Magana
California
$1.58M +$19.8K +1,150 +1%
ADBIC
54
A.D. Beadell Investment Counsel
Wisconsin
$1.53M – – –
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$1.51M +$72.5K +4,221 +5%
Stifel Financial
56
Stifel Financial
Missouri
$1.49M +$16.6K +965 +1%
XWM
57
Xcel Wealth Management
Florida
$1.49M -$124K -7,190 -8%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.48M -$4.57K -266 -0.3%
VF
59
Virtu Financial
New York
$1.46M +$1.05M +60,884 +238%
TNA
60
True North Advisors
Texas
$1.44M -$4.36K -254 -0.3%
SPC
61
Sigma Planning Corp
Michigan
$1.42M -$22.9K -1,331 -2%
CAGAS
62
Capital Advisory Group Advisory Services
Minnesota
$1.35M +$323K +18,823 +31%
RE
63
RBC Europe
United Kingdom
$1.35M – – –
CAN
64
Claraphi Advisory Network
United States
$1.23M -$18.8K -1,092 -1%
SWA
65
Stratos Wealth Advisors
Ohio
$1.22M +$118K +6,885 +10%
EFS
66
Essex Financial Services
Connecticut
$1.21M +$45.9K +2,673 +4%
WWM
67
WT Wealth Management
Arizona
$1.21M -$25.9K -1,506 -2%
LWAM
68
Legacy Wealth Asset Management
Minnesota
$1.15M +$5.36K +312 +0.5%
SIAG
69
Safeguard Investment Advisory Group
California
$1.12M -$96.7K -5,628 -8%
Chevy Chase Trust
70
Chevy Chase Trust
Maryland
$1.08M -$3.02K -176 -0.3%
FIM
71
Freedom Investment Management
Connecticut
$1.06M +$131K +7,596 +14%
IMC Chicago
72
IMC Chicago
Illinois
$1.06M -$1.94M -112,871 -64%
WAAG
73
Wealth Alliance Advisory Group
Kansas
$1.04M – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.02M – – –
MA
75
Mutual Advisors
Nebraska
$1.01M +$86K +5,005 +9%
1 2
3
4 5

SGOL Hedge Fund Activity: Q3 2021 in Review

208 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2021, worth a combined $579M — down 8.3% from $631M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SGOL and 15 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 68 added.

The largest buyer was Cypress Capital, opening a new position worth an estimated $9.87M. The largest seller was Brookstone Capital Management, cutting an estimated $31.9M.

  • 208 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2021, down from 218 in Q2 2021.
  • Funds reported $579M of abrdn Physical Gold Shares ETF stock for Q3 2021, down 8.3% quarter-over-quarter.
  • 15 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2021 and 21 closed out, a net change of -6 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2021 was Cypress Capital, an estimated $9.87M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $31.9M sold.

Based on aggregated 13F filings for Q3 2021.