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abrdn Physical Gold Shares ETF
SGOL

324 hedge funds and large institutions have $1.3B invested in abrdn Physical Gold Shares ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $472K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

34% more capital invested

Capital invested by funds: $968M → $1.3B (+$331M)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

7% more funds holding

Funds holding: 304 → 324 (+20)

3.26% more ownership

Funds ownership: 30.84% → 34.1% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

Holders
324
Holders Change
+20
Holders Change %
+6.58%
% of All Funds
4.65%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
37
Increased
100
Reduced
92
Closed
14
Calls
$2.5M
Puts
$472K
Net Calls
+$2.03M
Net Calls Change
+$301K

Top Buyers

Rank Fund Capital Flow
1
QC
Quadrature Capital
United Kingdom
+$33.6M
2
MGP
Metis Global Partners
California
+$28.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$19.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$16.7M
5
EF
Empowered Funds
Pennsylvania
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.23M
2
FTUS
Flow Traders U.S.
New York
-$6.15M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$3.23M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.21M
5
WAM
Worth Asset Management
Texas
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$2.77M +$309K +13,047 +13%
EH
77
Equitable Holdings
New York
$2.64M +$174K +7,346 +8%
JF
78
Jump Financial
Illinois
$2.63M +$2.48M +104,706 New
CCFCSB
79
Cape Cod Five Cents Savings Bank
Massachusetts
$2.51M – – –
CGA
80
Channing Global Advisors
Florida
$2.5M +$188K +7,964 +9%
MC
81
Mirabaud & Cie
Switzerland
$2.45M – – –
Stifel Financial
82
Stifel Financial
Missouri
$2.41M -$30.7K -1,298 -1%
AP
83
Aspect Partners
Virginia
$2.4M +$532K +22,470 +31%
TNA
84
True North Advisors
Texas
$2.3M -$18.2K -767 -0.8%
WWA
85
WCG Wealth Advisors
Nevada
$2.24M +$105K +4,452 +5%
BAM
86
BOS Asset Management
Illinois
$2.15M – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$2.13M +$374K +15,800 +23%
WIA
88
World Investment Advisors
California
$2.11M -$150K -6,349 -7%
FFG
89
Fiduciary Financial Group
California
$2.1M -$235K -9,910 -11%
ADBIC
90
A.D. Beadell Investment Counsel
Wisconsin
$2.09M – – –
PHS
91
Pekin Hardy Strauss
Illinois
$2.09M – – –
WWM
92
Wolff Wiese Magana
California
$2.08M -$12.9K -547 -0.7%
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$2.06M +$37.4K +1,582 +2%
EIM
94
Ervin Investment Management
Washington
$1.97M +$185K +7,810 +11%
Creative Planning
95
Creative Planning
Kansas
$1.95M -$149K -6,301 -7%
AAS
96
Avantax Advisory Services
Texas
$1.85M -$1.39M -58,947 -44%
WAM
97
Worth Asset Management
Texas
$1.79M -$2.86M -120,764 -63%
PWM
98
Perigon Wealth Management
California
$1.76M +$679K +28,693 +70%
AFG
99
Atomi Financial Group
New York
$1.74M +$301K +12,700 +22%
SSWM
100
Sheets Smith Wealth Management
North Carolina
$1.64M -$16.9K -716 -1%
2 3
4
5 6

SGOL Hedge Fund Activity: Q3 2024 in Review

324 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2024, worth a combined $1.3B — up 34% from $968M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SGOL positions and 14 closed out — a net gain of 23 holders — while 100 added to existing stakes and 92 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $9.23M.

  • 324 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2024, up from 304 in Q2 2024.
  • Funds reported $1.3B of abrdn Physical Gold Shares ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 37 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2024 and 14 closed out, a net change of +23 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2024 was Quadrature Capital, an estimated $33.6M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2024 was Morgan Stanley, an estimated $9.23M sold.

Based on aggregated 13F filings for Q3 2024.