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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $705M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
3.84%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
33
Increased
77
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$12.4M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$12.6M
3
EF
3
Empowered Funds
Pennsylvania
$11.7M
4
BTI
4
Blue Trust Inc
Georgia
$42.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.9M
2
SAM
2
Synergy Asset Management
Washington
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$27.8M
5
MWA
5
Mills Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$847K +$449K +23,817 +113%
AWS
102
Atria Wealth Solutions
New York
$838K +$592K +31,369 +241%
MML Investors Services
103
MML Investors Services
Massachusetts
$829K +$201K +10,624 +32%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$814K -$35.4K -1,875 -4%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$803K -$177K -9,376 -18%
LTI
106
Laffer Tengler Investments
Tennessee
$773K +$27.5K +1,457 +4%
WSWA
107
Warren Street Wealth Advisors
California
$752K -$1.49K -79 -0.2%
FI
108
Financial Insights
Washington
$723K -$41.1K -2,180 -5%
Ameriprise
109
Ameriprise
Minnesota
$717K +$205K +10,887 +40%
TW
110
Transform Wealth
Colorado
$711K +$356K +18,840 +100%
ISL
111
Ingalls & Snyder LLC
New York
$705K +$151K +8,000 +27%
HIM
112
Harbour Investment Management
Washington
$698K -$56.6K -3,000 -8%
SIAG
113
Safeguard Investment Advisory Group
California
$697K -$225K -11,921 -24%
HI
114
Harbour Investments
Wisconsin
$681K +$113K +5,974 +20%
LWP
115
Lumature Wealth Partners
Georgia
$664K +$36.2K +1,921 +6%
WT
116
Whittier Trust
California
$647K – – –
Barclays
117
Barclays
United Kingdom
$625K – – –
FAAM
118
First Ascent Asset Management
Colorado
$602K -$6.98K -370 -1%
CHA
119
Carmichael Hill & Associates
Maryland
$592K -$13.7K -727 -2%
SC
120
Scotia Capital
Ontario, Canada
$588K – – –
GAA
121
Global Assets Advisory
Florida
$571K +$149K +7,751 +35%
PFO
122
Pathstone Family Office
New Jersey
$565K -$565K -29,935 -50%
NFG
123
Northeast Financial Group
Pennsylvania
$560K +$1.68K +91 +0.3%
ASN
124
Advisory Services Network
Georgia
$555K +$123K +6,500 +28%
AWM
125
AE Wealth Management
Kansas
$552K +$40.4K +2,142 +8%
3 4
5
6 7