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abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $1.51B invested in abrdn Physical Gold Shares ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $591M → $1.51B (+$915M)

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

10% more funds holding

Funds holding: 220241 (+21)

3.64% more ownership

Funds ownership: 25.43%29.07% (+3.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

30% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.63M

Holders
241
Holders Change
+21
Holders Change %
+9.55%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
47
Increased
57
Reduced
76
Closed
22
Calls
$1.14M
Puts
$1.63M
Net Calls
-$489K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
101
Laffer Tengler Investments
Tennessee
$690K +$386K +23,269 +143%
WT
102
Whittier Trust
California
$599K
AIP
103
Almanack Investment Partners
Pennsylvania
$590K +$559K +33,744 New
MML Investors Services
104
MML Investors Services
Massachusetts
$582K +$31.9K +1,923 +6%
LWP
105
Lumature Wealth Partners
Georgia
$581K -$39.3K -2,372 -7%
Barclays
106
Barclays
United Kingdom
$579K
FAAM
107
First Ascent Asset Management
Colorado
$564K -$332 -20 -0.1%
CHA
108
Carmichael Hill & Associates
Maryland
$561K
SC
109
Scotia Capital
Ontario, Canada
$544K
NFG
110
Northeast Financial Group
Pennsylvania
$528K -$361K -21,799 -42%
HI
111
Harbour Investments
Wisconsin
$526K +$414K +24,987 +489%
CAN
112
Claraphi Advisory Network
United States
$525K +$89.4K +5,393 +22%
Betterment LLC
113
Betterment LLC
New York
$519K -$48.4K -2,921 -9%
CIM
114
Cambria Investment Management
California
$515K -$21.6K -1,305 -4%
ISL
115
Ingalls & Snyder LLC
New York
$513K -$172K -10,400 -26%
SPIO
116
Seven Post Investment Office
California
$502K +$30K +1,808 +7%
HWM
117
HB Wealth Management
Georgia
$495K +$21.2K +1,281 +5%
OA
118
Oxbow Advisors
Texas
$494K +$468K +28,250 New
AAS
119
Avantax Advisory Services
Texas
$485K +$4.64K +280 +1%
AWM
120
AE Wealth Management
Kansas
$473K -$30.4K -1,831 -6%
BS
121
Boenning & Scattergood
Pennsylvania
$472K -$37.6K -2,270 -8%
Ameriprise
122
Ameriprise
Minnesota
$468K +$86.4K +5,211 +24%
EWM
123
EPG Wealth Management
Georgia
$440K
MAS
124
Madden Advisory Services
Florida
$440K
GAG
125
GM Advisory Group
New York
$440K

SGOL Hedge Fund Activity: Q4 2022 in Review

241 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2022, worth a combined $1.51B — up 155% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 22 closed out — a net gain of 25 holders — while 57 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, adding an estimated $90.3M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2022, up from 220 in Q3 2022.
  • Funds reported $1.51B of abrdn Physical Gold Shares ETF stock for Q4 2022, up 155% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2022 and 22 closed out, a net change of +25 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2022 was Jane Street, an estimated $90.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2022 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.