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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

150 hedge funds and large institutions have $366M invested in abrdn Physical Gold Shares ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
31
Increased
45
Reduced
31
Closed
15
Calls
$712K
Puts
$1K
Net Calls
+$711K
Net Calls Change
-$4.09M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$60.8M
2
FI
2
FormulaFolio Investments
Michigan
$36.1M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$35M
4
HI
4
Hudock Inc
Pennsylvania
$14.5M
5
PG
5
Prostatis Group
Maryland
$7.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
FSA
2
Financial Services Advisory
Maryland
$0
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
101
Carmichael Hill & Associates
Maryland
$181K – – –
Bank of New York Mellon
102
Bank of New York Mellon
New York
$180K +$15 +1 +0%
SWM
103
SeaCrest Wealth Management
New York
$178K – – –
WIA
104
World Investment Advisors
California
$177K +$17.6K +1,164 +11%
ASN
105
Advisory Services Network
Georgia
$171K – – –
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$166K -$16.7K -1,100 -9%
SGCA
107
Steel Grove Capital Advisors
Tennessee
$159K – – –
DWM
108
Darwin Wealth Management
Florida
$140K +$140K +9,322 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$128K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$115K +$57.1K +3,654 +99%
IA
111
IFP Advisors
Florida
$105K +$2.63K +166 +3%
BAM
112
Belpointe Asset Management
Nevada
$102K +$102K +6,760 New
SSB
113
Sandy Spring Bank
Maryland
$95K – – –
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$94K -$101K -6,640 -52%
EP
115
Eudaimonia Partners
Tennessee
$61K -$61K -4,000 -50%
PA
116
Parallel Advisors
California
$52K – – –
IA
117
IndexIQ Advisors
New York
$48K +$48K +3,141 New
VFA
118
Valeo Financial Advisors
Indiana
$35K – – –
MIM
119
Macroview Investment Management
Maryland
$34K – – –
SCA
120
Stuart Chaussee & Associates
California
$30K -$6K -400 -17%
AA
121
AlphaMark Advisors
Kentucky
$30K – – –
PFBT
122
Parkside Financial Bank & Trust
Missouri
$26K – – –
GWM
123
Geneos Wealth Management
Colorado
$26K – – –
CFGS
124
Concourse Financial Group Securities
Alabama
$25K +$22.3K +1,490 +828%
WQ
125
Wealth Quarterback
New Jersey
$24.7K +$24.7K +1,630 New
3 4
5
6 7