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abrdn Physical Gold Shares ETF

304 hedge funds and large institutions have $968M invested in abrdn Physical Gold Shares ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,464% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $70K

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

6% more funds holding

Funds holding: 287304 (+17)

5% more capital invested

Capital invested by funds: $924M → $968M (+$43.7M)

0.12% more ownership

Funds ownership: 30.72%30.84% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
4.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
38
Increased
70
Reduced
100
Closed
17
Calls
$1.79M
Puts
$70K
Net Calls
+$1.73M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$2.17M +$412K +18,446 +23%
MC
77
Mirabaud & Cie
Switzerland
$2.17M
SFS
78
Sowell Financial Services
Arkansas
$2.16M -$168K -7,516 -7%
Stifel Financial
79
Stifel Financial
Missouri
$2.16M -$84.6K -3,789 -4%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$2.09M -$40.8K -1,828 -2%
TNA
81
True North Advisors
Texas
$2.05M +$2.06M +92,124 New
CGA
82
Channing Global Advisors
Florida
$2.03M +$535K +23,934 +35%
WIA
83
World Investment Advisors
California
$2M -$32.2K -1,443 -2%
MG
84
Mather Group
Illinois
$1.93M -$17.2K -771 -0.8%
BAM
85
BOS Asset Management
Illinois
$1.91M -$173K -7,757 -8%
WWA
86
WCG Wealth Advisors
Nevada
$1.89M +$1.89M +84,818 New
Creative Planning
87
Creative Planning
Kansas
$1.87M +$220K +9,849 +13%
WWM
88
Wolff Wiese Magana
California
$1.85M -$73.5K -3,290 -4%
ADBIC
89
A.D. Beadell Investment Counsel
Wisconsin
$1.85M -$39.1K -1,750 -2%
PHS
90
Pekin Hardy Strauss
Illinois
$1.85M -$39.1K -1,750 -2%
CAGAS
91
Capital Advisory Group Advisory Services
Minnesota
$1.78M +$3.1K +139 +0.2%
AP
92
Aspect Partners
Virginia
$1.62M +$45.1K +2,017 +3%
EIM
93
Ervin Investment Management
Washington
$1.57M +$2.01K +90 +0.1%
IA
94
IFP Advisors
Florida
$1.54M +$203K +9,086 +15%
MML Investors Services
95
MML Investors Services
Massachusetts
$1.53M +$14.3K +639 +0.9%
SSWM
96
Sheets Smith Wealth Management
North Carolina
$1.47M
OIA
97
OneDigital Investment Advisors
Kansas
$1.43M +$1.43M +64,204 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$1.42M
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$1.4M -$22.3K -998 -2%
RJA
100
Raymond James & Associates
Florida
$1.38M +$112K +5,002 +9%

SGOL Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2024, worth a combined $968M — up 4.7% from $924M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SGOL positions and 17 closed out — a net gain of 21 holders — while 70 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $37.2M sold.

  • 304 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $968M of abrdn Physical Gold Shares ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 38 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2024 and 17 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2024 was Morgan Stanley, an estimated $7.67M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2024 was Global Assets Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.