SGOL icon

abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

220 hedge funds and large institutions have $584M invested in abrdn Physical Gold Shares ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
30
Increased
66
Reduced
76
Closed
34
Calls
$1.54M
Puts
$9K
Net Calls
+$1.53M
Net Calls Change
-$188K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.2M
2
DWM
2
Darwin Wealth Management
Florida
$22.6M
3
FTUS
3
Flow Traders U.S.
New York
$8.45M
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$7.06M
5
VF
5
Virtu Financial
New York
$5.2M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$5.29M
2
Wells Fargo
2
Wells Fargo
California
$9.82M
3
AIM
3
Astor Investment Management
Illinois
$11K
4
SAI
4
Systematic Alpha Investments
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
76
Wealth Alliance Advisory Group
Kansas
$1.01M – – –
SFA
77
Stewardship Financial Advisors
Georgia
$998K +$998K +60,845 New
FTA
78
Financial & Tax Architects
Missouri
$956K +$956K +58,313 New
CAN
79
Claraphi Advisory Network
United States
$938K -$142K -8,657 -13%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$914K +$2.79K +170 +0.3%
FPF
81
First Pacific Financial
Washington
$896K -$153K -9,352 -15%
MA
82
Mutual Advisors
Nebraska
$892K +$420K +25,633 +89%
CTFG
83
Capstone Triton Financial Group
Oklahoma
$821K +$5.65K +344 +0.7%
TAM
84
Tocqueville Asset Management
New York
$790K – – –
RG
85
Retirement Group
California
$788K -$195K -11,880 -20%
CFO
86
Collective Family Office
Pennsylvania
$750K +$56.1K +3,419 +8%
IA
87
IFP Advisors
Florida
$736K -$867K -53,044 -54%
IWC
88
Integrated Wealth Concepts
Massachusetts
$726K +$321K +19,573 +79%
PG
89
Prostatis Group
Maryland
$726K -$155K -9,449 -18%
HIM
90
Harbour Investment Management
Washington
$722K – – –
NFG
91
Northeast Financial Group
Pennsylvania
$681K -$268K -16,337 -28%
CWA
92
Capital Wealth Alliance
Arizona
$655K -$81.4K -4,966 -11%
TNAM
93
Terra Nova Asset Management
New York
$623K -$22K -1,343 -3%
WT
94
Whittier Trust
California
$599K -$7.05K -430 -1%
SWA
95
Stratos Wealth Advisors
Ohio
$587K +$587K +35,814 New
Betterment LLC
96
Betterment LLC
New York
$584K +$88.9K +5,425 +18%
CIM
97
Cambria Investment Management
California
$582K +$88.6K +5,400 +18%
CRWM
98
Castle Rock Wealth Management
California
$578K -$47.6K -2,777 -8%
MLIM
99
Mountain Lake Investment Management
Florida
$574K +$164K +10,000 +40%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$565K +$51.8K +3,159 +10%
2 3
4
5 6