We are live on ! Find out more
SGOL icon

abrdn Physical Gold Shares ETF
SGOL

109 hedge funds and large institutions have $216M invested in abrdn Physical Gold Shares ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.81M

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $190M → $216M (+$25.4M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

12.42% more ownership

Funds ownership: 233.84% → 246.27% (+12%)

11% more funds holding

Funds holding: 98 → 109 (+11)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
2.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
21
Increased
26
Reduced
23
Closed
9
Calls
$11.2M
Puts
$3.81M
Net Calls
+$7.42M
Net Calls Change
+$2.88M

Top Buyers

1
ACP
Aveo Capital Partners
Colorado
+$17.2M
2
AIP
Almanack Investment Partners
Pennsylvania
+$13.2M
3
MCIA
Mountain Capital Investment Advisors
Colorado
+$9.82M
4
SI
SimpliFi Inc
California
+$7.83M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.58M

Top Sellers

1
PAG
Pinnacle Advisory Group
Maryland
-$21.2M
2
BIA
Barry Investment Advisors
Massachusetts
-$11.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
4
FI
FormulaFolio Investments
Michigan
-$1.24M
5
AG
Advisor Group
Arizona
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
76
Cypress Wealth Services
California
$227K – – –
AA
77
Apriem Advisors
California
$214K – – –
AAIM
78
Asset Advisors Investment Management
Georgia
$213K – – –
HFM
79
Harvest Fund Management
China
$205K +$98K +6,900 +5%
LB
80
Legacy Bridge
Iowa
$192K – – –
Barclays
81
Barclays
United Kingdom
$189K – – –
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$182K +$129K +9,090 +243%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$120K +$120K +8,450 New
CAN
84
Claraphi Advisory Network
United States
$116K +$116K +8,140 New
SSB
85
Sandy Spring Bank
Maryland
$89K – – –
IWA
86
Intercontinental Wealth Advisors
Texas
$71K -$71K -5,000 -50%
AIM
87
Advantage Investment Management
Iowa
$69K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$53K – – –
IA
89
IFP Advisors
Florida
$53K +$51.7K +3,640 New
PA
90
Parallel Advisors
California
$49K – – –
ASN
91
Advisory Services Network
Georgia
$38K – – –
SCA
92
Stuart Chaussee & Associates
California
$34K – – –
MIM
93
Macroview Investment Management
Maryland
$32K – – –
VFA
94
Valeo Financial Advisors
Indiana
$31K +$5.68K +400 +23%
AA
95
AlphaMark Advisors
Kentucky
$28K – – –
PFBT
96
Parkside Financial Bank & Trust
Missouri
$25K – – –
GWM
97
Geneos Wealth Management
Colorado
$24K – – –
AF
98
Advisornet Financial
Minnesota
$19K +$19.5K +1,370 New
PMFA
99
Plante Moran Financial Advisors
Michigan
$10K – – –
CFG
100
Citizens Financial Group
Rhode Island
$8K +$8.24K +580 New
1 2 3
4
5