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abrdn Physical Gold Shares ETF

238 hedge funds and large institutions have $605M invested in abrdn Physical Gold Shares ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more call options, than puts

Call options by funds: $474K | Put options by funds: $12K

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more funds holding

Funds holding: 208238 (+30)

5% more capital invested

Capital invested by funds: $579M → $605M (+$26.4M)

0.24% more ownership

Funds ownership: 24.73%24.96% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
67
Reduced
69
Closed
16
Calls
$474K
Puts
$12K
Net Calls
+$462K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
101
White Lighthouse Investment Management
Massachusetts
$697K +$43.9K +2,548 +7%
BAM
102
Belpointe Asset Management
Nevada
$691K -$40.3K -2,336 -6%
TNAM
103
Terra Nova Asset Management
New York
$686K -$965 -56 -0.1%
ISL
104
Ingalls & Snyder LLC
New York
$641K
AWA
105
Arete Wealth Advisors
Illinois
$634K +$18.3K +1,062 +3%
NFG
106
Northeast Financial Group
Pennsylvania
$625K +$46.4K +2,694 +8%
WT
107
Whittier Trust
California
$624K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$616K -$266K -15,413 -31%
FAIM
109
Financial Advocates Investment Management
Washington
$615K +$15.9K +925 +3%
IA
110
IFP Advisors
Florida
$601K +$19.4K +1,126 +3%
Betterment LLC
111
Betterment LLC
New York
$591K -$40.7K -2,363 -7%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$591K +$31.2K +1,809 +6%
CIM
113
Cambria Investment Management
California
$588K -$40.8K -2,364 -7%
HF
114
HRT Financial
New York
$588K
MML Investors Services
115
MML Investors Services
Massachusetts
$587K +$96K +5,571 +20%
Barclays
116
Barclays
United Kingdom
$582K -$6.89K -400 -1%
SC
117
Scotia Capital
Ontario, Canada
$547K +$9.24K +536 +2%
CHA
118
Carmichael Hill & Associates
Maryland
$539K -$1.48K -86 -0.3%
AAS
119
Avantax Advisory Services
Texas
$539K +$71.1K +4,127 +16%
Axa
120
Axa
France
$538K
CWA
121
Capital Wealth Alliance
Arizona
$508K
WFA
122
Websterrogers Financial Advisors
South Carolina
$508K
FFA
123
First Foundation Advisors
California
$507K +$497K +28,850 New
NFG
124
Nadler Financial Group
Illinois
$499K +$135K +7,835 +38%
HWM
125
HB Wealth Management
Georgia
$493K +$484K +28,050 New

SGOL Hedge Fund Activity: Q4 2021 in Review

238 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2021, worth a combined $605M — up 4.6% from $579M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 16 closed out — a net gain of 31 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $10.1M. The largest seller was Colony Group, cutting an estimated $36.3M.

  • 238 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $605M of abrdn Physical Gold Shares ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2021 was Cape Cod Five Cents Savings Bank, an estimated $10.1M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2021 was Colony Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.