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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
FA
51
Fiduciary Alliance
South Carolina
$4.84M +$48.7K +2,182 +1%
EF
52
Empowered Funds
Pennsylvania
$4.48M +$2.94M +131,671 +188%
EAM
53
Empirical Asset Management
Massachusetts
$4.4M -$57.3K -2,564 -1%
WAM
54
Worth Asset Management
Texas
$4.26M +$3.81M +170,627 +801%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$4.26M +$168K +7,500 +4%
HFM
56
Harvest Fund Management
China
$4.05M +$94.6K +4,234 +2%
JP Morgan Chase
57
JP Morgan Chase
New York
$3.99M -$852K -38,154 -18%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$3.6M +$989K +44,260 +38%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3.54M -$215K -9,647 -6%
ECA
60
Elevated Capital Advisors
Utah
$3.38M -$6.83K -306 -0.2%
Citadel Advisors
61
Citadel Advisors
Florida
$3.02M +$518K +23,184 +21%
NCM
62
Narwhal Capital Management
Georgia
$2.97M -$228K -10,194 -7%
BCM
63
Brookstone Capital Management
Illinois
$2.95M -$32.7K -1,464 -1%
AAS
64
Avantax Advisory Services
Texas
$2.95M +$709K +31,761 +31%
LFG
65
Larson Financial Group
Missouri
$2.82M -$62.6K -2,804 -2%
Ameriprise
66
Ameriprise
Minnesota
$2.8M +$188K +8,407 +7%
PCP
67
Proficio Capital Partners
Massachusetts
$2.68M
SC
68
Syon Capital
California
$2.56M
MA
69
MONECO Advisors
Connecticut
$2.44M -$85.4K -3,825 -3%
SF
70
Synovus Financial
Georgia
$2.39M -$19.7K -880 -0.8%
HI
71
Harbour Investments
Wisconsin
$2.38M -$10.5K -472 -0.4%
CUAMC
72
China Universal Asset Management Company
China
$2.27M -$737K -33,000 -24%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.25M -$1.09K -49 -0%
CCFCSB
74
Cape Cod Five Cents Savings Bank
Massachusetts
$2.22M -$11K -494 -0.5%
FFG
75
Fiduciary Financial Group
California
$2.22M +$2.1M +93,961 New

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.