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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

140 hedge funds and large institutions have $279M invested in abrdn Physical Gold Shares ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+31
Holders Change %
+28.44%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
39
Increased
25
Reduced
39
Closed
7
Calls
$6.33M
Puts
$1.53M
Net Calls
+$4.8M
Net Calls Change
-$2.62M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$62.8M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$21.1M
3
Bank of America
3
Bank of America
North Carolina
$19.7M
4
Jane Street
4
Jane Street
New York
$3.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.04M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$3.76M
2
ACP
2
Aveo Capital Partners
Colorado
$1.83M
3
MCIA
3
Mountain Capital Investment Advisors
Colorado
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$172K +$172K +11,770 New
CAN
102
Claraphi Advisory Network
United States
$166K +$47.1K +3,223 +40%
ASN
103
Advisory Services Network
Georgia
$165K +$124K +8,460 +301%
TCOT
104
Trust Company of Toledo
Ohio
$165K +$165K +11,300 New
PAM
105
Pegasus Asset Management
New York
$156K +$156K +10,700 New
WIA
106
World Investment Advisors
California
$154K +$154K +10,537 New
SGCA
107
Steel Grove Capital Advisors
Tennessee
$153K +$153K +10,480 New
Stifel Financial
108
Stifel Financial
Missouri
$153K +$153K +10,537 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$124K – – –
EP
110
Eudaimonia Partners
Tennessee
$117K +$117K +8,000 New
CFG
111
Capstone Financial Group
Oklahoma
$105K +$105K +7,170 New
IA
112
IFP Advisors
Florida
$94K +$41.1K +2,827 +78%
SSB
113
Sandy Spring Bank
Maryland
$92K – – –
IWA
114
Intercontinental Wealth Advisors
Texas
$75K – – –
VCP
115
Verus Capital Partners
Arizona
$62K +$62K +4,250 New
TCM
116
Tradewinds Capital Management
Washington
$56K -$4.02M -275,530 -99%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$54K – – –
PA
118
Parallel Advisors
California
$51K – – –
SCA
119
Stuart Chaussee & Associates
California
$35K – – –
MIM
120
Macroview Investment Management
Maryland
$33K – – –
VFA
121
Valeo Financial Advisors
Indiana
$31K – – –
AA
122
AlphaMark Advisors
Kentucky
$29K – – –
PFBT
123
Parkside Financial Bank & Trust
Missouri
$25K – – –
GWM
124
Geneos Wealth Management
Colorado
$24K – – –
AF
125
Advisornet Financial
Minnesota
$20K – – –
2 3 4
5
6