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abrdn Physical Gold Shares ETF

238 hedge funds and large institutions have $605M invested in abrdn Physical Gold Shares ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more call options, than puts

Call options by funds: $474K | Put options by funds: $12K

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more funds holding

Funds holding: 208238 (+30)

5% more capital invested

Capital invested by funds: $579M → $605M (+$26.4M)

0.24% more ownership

Funds ownership: 24.73%24.96% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
67
Reduced
69
Closed
16
Calls
$474K
Puts
$12K
Net Calls
+$462K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Pinnacle Wealth Management
California
$2.35M +$2.3M +133,689 New
Creative Planning
52
Creative Planning
Kansas
$2.34M -$146K -8,477 -6%
IA
53
IndexIQ Advisors
New York
$2.33M +$33.8K +1,962 +2%
SF
54
Synovus Financial
Georgia
$2.17M
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.15M -$3.22M -187,051 -60%
GCM
56
Goldstream Capital Management
Hong Kong
$2.13M +$2.09M +121,066 New
CFO
57
Collective Family Office
Pennsylvania
$2.05M -$692K -40,130 -26%
VF
58
Virtu Financial
New York
$1.94M +$416K +24,137 +28%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.75M -$107K -6,213 -6%
Stifel Financial
60
Stifel Financial
Missouri
$1.72M +$164K +9,526 +11%
WWM
61
Wolff Wiese Magana
California
$1.66M +$13.4K +775 +0.8%
FTUS
62
Flow Traders U.S.
New York
$1.66M +$1.62M +94,232 New
ADBIC
63
A.D. Beadell Investment Counsel
Wisconsin
$1.6M +$8.62K +500 +0.6%
PHS
64
Pekin Hardy Strauss
Illinois
$1.57M -$237K -13,760 -13%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$140K +8,139 +10%
SPC
66
Sigma Planning Corp
Michigan
$1.52M +$38.8K +2,248 +3%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$1.49M -$81K -4,700 -5%
EVM
68
Eaton Vance Management
Massachusetts
$1.48M +$448K +26,000 +45%
TNA
69
True North Advisors
Texas
$1.46M -$36.6K -2,122 -2%
RJA
70
Raymond James & Associates
Florida
$1.36M -$353K -20,487 -21%
MA
71
Mutual Advisors
Nebraska
$1.32M +$266K +15,456 +26%
RE
72
RBC Europe
United Kingdom
$1.31M -$94.8K -5,500 -7%
CAN
73
Claraphi Advisory Network
United States
$1.29M +$4K +232 +0.3%
LWAM
74
Legacy Wealth Asset Management
Minnesota
$1.23M +$36.1K +2,092 +3%
EFS
75
Essex Financial Services
Connecticut
$1.22M -$46.1K -2,673 -4%

SGOL Hedge Fund Activity: Q4 2021 in Review

238 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2021, worth a combined $605M — up 4.6% from $579M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 16 closed out — a net gain of 31 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $10.1M. The largest seller was Colony Group, cutting an estimated $36.3M.

  • 238 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $605M of abrdn Physical Gold Shares ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2021 was Cape Cod Five Cents Savings Bank, an estimated $10.1M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2021 was Colony Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.