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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
FIM
76
Freedom Investment Management
Connecticut
$1.18M +$70.6K +4,094 +6%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.18M +$109K +6,308 +10%
MHIC
78
Marble Harbor Investment Counsel
Massachusetts
$1.17M +$243K +14,100 +27%
SIAG
79
Safeguard Investment Advisory Group
California
$1.15M -$8.88K -515 -0.8%
NA
80
NewEdge Advisors
Louisiana
$1.15M +$1.13M +65,415 New
XWM
81
Xcel Wealth Management
Florida
$1.13M -$414K -24,000 -27%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$1.13M
JP Morgan Chase
83
JP Morgan Chase
New York
$1.12M -$2.44M -141,638 -69%
WAAG
84
Wealth Alliance Advisory Group
Kansas
$1.08M
IWC
85
Integrated Wealth Concepts
Massachusetts
$961K -$37.9K -2,200 -4%
FTA
86
Financial & Tax Architects
Missouri
$952K +$935K +54,235 New
KM
87
Kalos Management
Georgia
$949K +$28.3K +1,641 +3%
WSWA
88
Warren Street Wealth Advisors
California
$923K +$906K +52,536 New
GFPC
89
Global Financial Private Client
Florida
$920K +$42.5K +2,463 +5%
RG
90
Retirement Group
California
$875K -$22.5K -1,305 -3%
MFG
91
Mission Financial Group
Nevada
$871K +$366K +21,212 New
TAM
92
Tocqueville Asset Management
New York
$846K
CTFG
93
Capstone Triton Financial Group
Oklahoma
$827K +$13.6K +787 +2%
SWA
94
Stratos Wealth Advisors
Ohio
$818K -$448K -26,001 -36%
EFS
95
Econ Financial Services
Pennsylvania
$813K +$798K +46,315 New
SJIA
96
St. James Investment Advisors
New York
$806K +$791K +45,897 New
HIM
97
Harbour Investment Management
Washington
$773K
CP
98
Camelot Portfolios
Ohio
$760K -$21.8K -1,264 -3%
LWP
99
Lumature Wealth Partners
Georgia
$706K -$690 -40 -0.1%
ES
100
ETF Store
Kansas
$703K +$681K +39,518 New

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.