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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in abrdn Physical Gold Shares ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+21
Holders Change %
+9.59%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
47
Increased
56
Reduced
76
Closed
22
Calls
$1.14M
Puts
$1.63M
Net Calls
-$489K
Net Calls Change
-$1.07M

Top Buyers

1
Jane Street
1
Jane Street
New York
$154M
2
BTI
2
Blue Trust Inc
Georgia
$29.7M
3
SAM
3
Synergy Asset Management
Washington
$6.78M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.7M
5
LPL Financial
5
LPL Financial
California
$9.2M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$781M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
IA
3
IFP Advisors
Florida
$22.3M
4
VF
4
Virtu Financial
New York
$734K
5
ACG
5
Allen Capital Group
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Worth Asset Management
Texas
$1.23M +$962K +55,066 +356%
FIM
77
Freedom Investment Management
Connecticut
$1.18M -$187K -10,679 -14%
MHIC
78
Marble Harbor Investment Counsel
Massachusetts
$1.17M – – –
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$1.12M – – –
WAAG
80
Wealth Alliance Advisory Group
Kansas
$1.07M – – –
RJA
81
Raymond James & Associates
Florida
$1.07M -$1.19K -68 -0.1%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.06M -$10.8K -620 -1%
PFO
83
Pathstone Family Office
New Jersey
$1.05M – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$12.3K -704 -1%
TNAM
85
Terra Nova Asset Management
New York
$910K +$6.13K +351 +0.7%
XWM
86
Xcel Wealth Management
Florida
$908K -$240K -13,750 -21%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$907K -$74.3K -4,251 -8%
ES
88
ETF Store
Kansas
$865K +$184K +10,291 +27%
SIAG
89
Safeguard Investment Advisory Group
California
$854K -$154K -8,790 -15%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$849K -$112K -6,438 -12%
TAM
91
Tocqueville Asset Management
New York
$841K – – –
EIM
92
Ervin Investment Management
Washington
$824K +$117K +6,720 +17%
FAIM
93
Financial Advocates Investment Management
Washington
$799K +$94K +5,381 +13%
WLIM
94
White Lighthouse Investment Management
Massachusetts
$786K +$135K +7,749 +21%
VF
95
Virtu Financial
New York
$734K -$11.6M -663,667 -94%
ACM
96
AlphaStar Capital Management
North Carolina
$721K +$721K +41,286 New
FI
97
Financial Insights
Washington
$708K +$708K +40,521 New
HIM
98
Harbour Investment Management
Washington
$699K -$69.9K -4,000 -9%
WSWA
99
Warren Street Wealth Advisors
California
$698K -$66.8K -3,823 -9%
LTI
100
Laffer Tengler Investments
Tennessee
$690K +$407K +23,269 +143%
2 3
4
5 6