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abrdn Physical Gold Shares ETF

304 hedge funds and large institutions have $968M invested in abrdn Physical Gold Shares ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,464% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $70K

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

6% more funds holding

Funds holding: 287304 (+17)

5% more capital invested

Capital invested by funds: $924M → $968M (+$43.7M)

0.12% more ownership

Funds ownership: 30.72%30.84% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
4.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
38
Increased
70
Reduced
100
Closed
17
Calls
$1.79M
Puts
$70K
Net Calls
+$1.73M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
101
Pacific Financial Group
Washington
$1.38M +$1.39M +62,058 New
WAAG
102
Wealth Alliance Advisory Group
Kansas
$1.38M
CRWM
103
Castle Rock Wealth Management
California
$1.36M +$70.7K +3,166 +5%
AI
104
Atria Investments
North Carolina
$1.36M -$53.1K -2,376 -4%
SA
105
SpiderRock Advisors
Delaware
$1.35M -$174K -7,781 -11%
NB
106
NBT Bank
New York
$1.35M -$61K -2,731 -4%
AC
107
Anson Capital
Georgia
$1.32M -$756K -33,852 -36%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$1.29M +$257K +11,519 +25%
Mariner
109
Mariner
Kansas
$1.29M +$716K +32,060 +124%
MA
110
Mutual Advisors
Nebraska
$1.28M -$475K -21,263 -27%
AFG
111
Atomi Financial Group
New York
$1.26M -$152K -6,808 -11%
MHIC
112
Marble Harbor Investment Counsel
Massachusetts
$1.22M -$3.35K -150 -0.3%
RCA
113
Resonant Capital Advisors
Wisconsin
$1.21M
TNAM
114
Terra Nova Asset Management
New York
$1.17M
SAI
115
Savvy Advisors Inc
New York
$1.15M +$27.5K +1,229 +2%
LWAM
116
Legacy Wealth Asset Management
Minnesota
$1.14M -$64.8K -2,900 -5%
IWM
117
IHT Wealth Management
Illinois
$1.08M -$25.9K -1,160 -2%
TAM
118
Tocqueville Asset Management
New York
$1.07M
FIA
119
Foundations Investment Advisors
Arizona
$1.05M +$255K +11,433 +32%
FAIM
120
Financial Advocates Investment Management
Washington
$1.05M -$11.2K -500 -1%
CB
121
Commerce Bank
Missouri
$1.05M -$26.8K -1,200 -2%
KPWS
122
Kestra Private Wealth Services
Texas
$1.03M +$516K +23,094 +99%
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$1.01M +$187K +8,390 +23%
IPAM
124
Investment Partners Asset Management
New Jersey
$976K -$7.13K -319 -0.7%
FCG
125
Fielder Capital Group
Tennessee
$923K -$14.5K -648 -2%

SGOL Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2024, worth a combined $968M — up 4.7% from $924M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SGOL positions and 17 closed out — a net gain of 21 holders — while 70 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $37.2M sold.

  • 304 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $968M of abrdn Physical Gold Shares ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 38 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2024 and 17 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2024 was Morgan Stanley, an estimated $7.67M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2024 was Global Assets Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.