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abrdn Physical Gold Shares ETF

199 hedge funds and large institutions have $744M invested in abrdn Physical Gold Shares ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,274% more call options, than puts

Call options by funds: $641K | Put options by funds: $27K

425% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 12

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

103% more capital invested

Capital invested by funds: $366M → $744M (+$378M)

33% more funds holding

Funds holding: 150199 (+49)

8.15% more ownership

Funds ownership: 26.14%34.29% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
199
Holders Change
+49
Holders Change %
+32.67%
% of All Funds
4.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
63
Increased
66
Reduced
24
Closed
12
Calls
$641K
Puts
$27K
Net Calls
+$614K
Net Calls Change
-$97K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Bay Harbor Wealth Management
Maryland
$462K +$445K +26,978 New
CST
102
Charles Schwab Trust
Nevada
$461K +$209K +12,667 +89%
CHA
103
Carmichael Hill & Associates
Maryland
$441K +$228K +13,787 +116%
TCOT
104
Trust Company of Toledo
Ohio
$435K
CC
105
Chicago Capital
Illinois
$424K
RJFSA
106
Raymond James Financial Services Advisors
Florida
$424K +$40.5K +2,453 +11%
MA
107
Mutual Advisors
Nebraska
$421K
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$403K +$32.4K +1,963 +9%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$380K +$227K +13,739 +163%
Barclays
110
Barclays
United Kingdom
$379K +$145K +8,792 +66%
FAIM
111
Financial Advocates Investment Management
Washington
$345K
Simplex Trading
112
Simplex Trading
Illinois
$342K +$327K +19,822 +11,327%
TCM
113
Tradewinds Capital Management
Washington
$336K +$8.29K +502 +3%
CG
114
Cutler Group
California
$335K +$87.5K +5,300 +37%
LAS
115
Lloyd Advisory Services
Georgia
$335K +$322K +19,520 New
SCA
116
Strategic Capital Advisers
Colorado
$323K
FCT
117
Family Capital Trust
Massachusetts
$313K
OC
118
Oppenheimer & Co
New York
$312K
IWC
119
Integrated Wealth Concepts
Massachusetts
$312K +$300K +18,193 New
RCA
120
Resonant Capital Advisors
Wisconsin
$307K
AF
121
Advisornet Financial
Minnesota
$301K +$267K +16,180 +1,181%
WP
122
WealthPLAN Partners
Nebraska
$298K -$146K -8,858 -36%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$294K -$16.5K -1,000 -6%
WIA
124
World Investment Advisors
California
$276K +$54.7K +3,315 +28%
CWS
125
Cypress Wealth Services
California
$274K

SGOL Hedge Fund Activity: Q2 2020 in Review

199 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2020, worth a combined $744M — up 103% from $366M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SGOL positions and 12 closed out — a net gain of 51 holders — while 66 added to existing stakes and 24 trimmed.

The largest buyer was Charles Schwab, adding an estimated $59.3M. The largest seller was Prostatis Group, cutting an estimated $7.54M.

  • 199 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2020, up from 150 in Q1 2020.
  • Funds reported $744M of abrdn Physical Gold Shares ETF stock for Q2 2020, up 103% quarter-over-quarter.
  • 63 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2020 and 12 closed out, a net change of +51 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2020 was Charles Schwab, an estimated $59.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2020 was Prostatis Group, an estimated $7.54M sold.

Based on aggregated 13F filings for Q2 2020.