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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $705M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
3.84%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
33
Increased
77
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$12.4M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$12.6M
3
EF
3
Empowered Funds
Pennsylvania
$11.7M
4
BTI
4
Blue Trust Inc
Georgia
$42.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.9M
2
SAM
2
Synergy Asset Management
Washington
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$27.8M
5
MWA
5
Mills Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$1.47M +$79.1K +4,193 +6%
SPIA
77
Steward Partners Investment Advisory
New York
$1.45M +$1.42M +75,104 +4,262%
RG
78
Retirement Group
California
$1.44M +$33.6K +1,778 +2%
AFG
79
Atomi Financial Group
New York
$1.32M +$1.32M +70,081 New
AC
80
Anson Capital
Georgia
$1.28M +$1.28M +67,697 New
MHIC
81
Marble Harbor Investment Counsel
Massachusetts
$1.26M – – –
TNA
82
True North Advisors
Texas
$1.26M +$1.26M +66,759 New
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$1.21M – – –
CRWM
84
Castle Rock Wealth Management
California
$1.18M +$1.18M +60,473 New
WAAG
85
Wealth Alliance Advisory Group
Kansas
$1.16M – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.16M +$10.5K +557 +0.9%
FIM
87
Freedom Investment Management
Connecticut
$1.15M -$128K -6,783 -10%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$1.13M +$776K +41,152 +220%
AWA
89
Arete Wealth Advisors
Illinois
$1.08M +$237K +12,586 +28%
XWM
90
Xcel Wealth Management
Florida
$1.08M +$99.1K +5,250 +10%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$39.6K -2,099 -4%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$1.04M +$122K +6,492 +13%
EIM
93
Ervin Investment Management
Washington
$1.02M +$121K +6,370 +14%
HWM
94
HB Wealth Management
Georgia
$1M +$465K +24,666 +87%
TNAM
95
Terra Nova Asset Management
New York
$992K +$8.89K +471 +0.9%
ES
96
ETF Store
Kansas
$948K +$21.1K +1,100 +2%
OPS
97
Orion Portfolio Solutions
Nebraska
$934K +$934K +49,473 New
BCI
98
Brinker Capital Investments
Pennsylvania
$934K +$934K +49,473 New
TAM
99
Tocqueville Asset Management
New York
$909K – – –
FAIM
100
Financial Advocates Investment Management
Washington
$863K – – –
2 3
4
5 6