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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

229 hedge funds and large institutions have $695M invested in abrdn Physical Gold Shares ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
229
Holders Change
-7
Holders Change %
-2.97%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
23
Increased
74
Reduced
62
Closed
25
Calls
$811K
Puts
$3K
Net Calls
+$808K
Net Calls Change
-$819K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$21.2M
3
VF
3
Virtu Financial
New York
$9.24M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$26.7M
5
EP
5
Eudaimonia Partners
Tennessee
$11.8M

Top Sellers

1
DWM
1
Darwin Wealth Management
Florida
$6.33M
2
OC
2
Oppenheimer & Co
New York
$0
3
GPC
3
Guardian Point Capital
Virginia
$22.1M
4
SA
4
Sycale Advisors
New York
$0
5
RH
5
RFG Holdings
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$1.42M -$41.1K -2,375 -3%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$1.37M +$106K +6,102 +8%
RJA
78
Raymond James & Associates
Florida
$1.34M -$1.48M -85,565 -52%
EFS
79
Econ Financial Services
Pennsylvania
$1.29M +$1.29M +74,349 New
TNA
80
True North Advisors
Texas
$1.25M -$75.2K -4,342 -6%
EFS
81
Essex Financial Services
Connecticut
$1.2M – – –
SIAG
82
Safeguard Investment Advisory Group
California
$1.2M – – –
RG
83
Retirement Group
California
$1.16M +$239K +13,817 +26%
MHIC
84
Marble Harbor Investment Counsel
Massachusetts
$1.16M – – –
XWM
85
Xcel Wealth Management
Florida
$1.14M +$86.6K +5,000 +8%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$1.11M – – –
WAAG
87
Wealth Alliance Advisory Group
Kansas
$1.07M – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.07M – – –
SSWM
89
Sheets Smith Wealth Management
North Carolina
$1.02M +$17.7K +1,024 +2%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$1.01M +$49.1K +2,835 +5%
CP
91
Camelot Portfolios
Ohio
$973K +$188K +10,859 +24%
GFPC
92
Global Financial Private Client
Florida
$962K -$1.16K -67 -0.1%
AWA
93
Arete Wealth Advisors
Illinois
$933K +$137K +7,901 +17%
NFG
94
Northeast Financial Group
Pennsylvania
$877K +$8.87K +512 +1%
TAM
95
Tocqueville Asset Management
New York
$834K – – –
TNAM
96
Terra Nova Asset Management
New York
$824K +$824K +47,543 New
GM
97
GeoWealth Management
Illinois
$779K -$2.35M -135,512 -75%
HIM
98
Harbour Investment Management
Washington
$763K – – –
WSWA
99
Warren Street Wealth Advisors
California
$755K -$77K -4,445 -9%
FAIM
100
Financial Advocates Investment Management
Washington
$738K +$7.23K +417 +1%
2 3
4
5 6