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abrdn Physical Gold Shares ETF
SGOL

259 hedge funds and large institutions have $810M invested in abrdn Physical Gold Shares ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

34,425% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $4K

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

14% more capital invested

Capital invested by funds: $708M → $810M (+$102M)

7% more funds holding

Funds holding: 241 → 259 (+18)

3.65% more ownership

Funds ownership: 25.99% → 29.64% (+3.7%)

Holders
259
Holders Change
+18
Holders Change %
+7.47%
% of All Funds
4.07%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
90
Reduced
68
Closed
10
Calls
$1.38M
Puts
$4K
Net Calls
+$1.38M
Net Calls Change
+$442K

Top Buyers

Rank Fund Capital Flow
1
MGP
Metis Global Partners
California
+$52.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.4M
3
FIM
Freedom Investment Management
Connecticut
+$12.1M
4
Jane Street
Jane Street
New York
+$10M
5
VF
Virtu Financial
New York
+$8.92M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$11.7M
2
BPA
Beacon Pointe Advisors
California
-$6.39M
3
RJA
Raymond James & Associates
Florida
-$6.24M
4
IA
IFP Advisors
Florida
-$2.73M
5
NYLIM
New York Life Investment Management
New York
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
101
Ervin Investment Management
Washington
$1.12M +$139K +7,325 +14%
XWM
102
Xcel Wealth Management
Florida
$1.03M -$18.9K -1,000 -2%
BCI
103
Brinker Capital Investments
Pennsylvania
$1M +$96.7K +5,107 +10%
OPS
104
Orion Portfolio Solutions
Nebraska
$1M +$96.7K +5,107 +10%
JP Morgan Chase
105
JP Morgan Chase
New York
$1M -$11.2K -589 -1%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$971K -$71.4K -3,769 -7%
ES
107
ETF Store
Kansas
$966K +$29K +1,530 +3%
TNAM
108
Terra Nova Asset Management
New York
$966K – – –
AWS
109
Atria Wealth Solutions
New York
$958K +$147K +7,784 +18%
MML Investors Services
110
MML Investors Services
Massachusetts
$937K +$134K +7,068 +16%
AAS
111
Avantax Advisory Services
Texas
$932K +$434K +22,942 +83%
FTA
112
Financial & Tax Architects
Missouri
$925K +$954K +50,379 New
CA
113
Cetera Advisors
Colorado
$918K +$947K +49,997 New
KWA
114
Kingswood Wealth Advisors
California
$900K +$928K +49,000 New
TAM
115
Tocqueville Asset Management
New York
$885K – – –
FAIM
116
Financial Advocates Investment Management
Washington
$871K +$31.1K +1,640 +4%
HWM
117
HB Wealth Management
Georgia
$838K -$140K -7,387 -14%
Ameriprise
118
Ameriprise
Minnesota
$819K +$125K +6,620 +17%
PWM
119
Perigon Wealth Management
California
$810K +$473K +24,962 +131%
WLIM
120
White Lighthouse Investment Management
Massachusetts
$793K +$568 +30 +0.1%
FWA
121
Freedom Wealth Alliance
Wisconsin
$747K +$477K +25,204 +172%
WSWA
122
Warren Street Wealth Advisors
California
$736K +$3.63K +192 +0.5%
WAM
123
Worth Asset Management
Texas
$716K -$763K -40,294 -51%
TW
124
Transform Wealth
Colorado
$692K – – –
ISL
125
Ingalls & Snyder LLC
New York
$686K – – –
3 4
5
6 7

SGOL Hedge Fund Activity: Q2 2023 in Review

259 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2023, worth a combined $810M — up 14% from $708M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SGOL positions and 10 closed out — a net gain of 21 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was Metis Global Partners, opening a new position worth an estimated $52.9M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.7M sold.

  • 259 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2023, up from 241 in Q1 2023.
  • Funds reported $810M of abrdn Physical Gold Shares ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 31 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2023 and 10 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2023 was Metis Global Partners, an estimated $52.9M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2023 was Empowered Funds, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2023.