SGOL icon

abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

220 hedge funds and large institutions have $584M invested in abrdn Physical Gold Shares ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
30
Increased
66
Reduced
76
Closed
34
Calls
$1.54M
Puts
$9K
Net Calls
+$1.53M
Net Calls Change
-$188K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.2M
2
DWM
2
Darwin Wealth Management
Florida
$22.6M
3
FTUS
3
Flow Traders U.S.
New York
$8.45M
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$7.06M
5
VF
5
Virtu Financial
New York
$5.2M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$5.29M
2
Wells Fargo
2
Wells Fargo
California
$9.82M
3
AIM
3
Astor Investment Management
Illinois
$11K
4
SAI
4
Systematic Alpha Investments
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
126
V Wealth Advisors
Kansas
$360K -$360 -22 -0.1%
Simplex Trading
127
Simplex Trading
Illinois
$344K -$50.5K -3,083 -13%
NFG
128
Nadler Financial Group
Illinois
$337K +$337K +20,570 New
SW
129
SlateStone Wealth
Florida
$331K – – –
PA
130
Paragon Advisors
Texas
$327K – – –
BCM
131
Brookstone Capital Management
Illinois
$327K +$73.9K +4,511 +29%
BIA
132
Barry Investment Advisors
Massachusetts
$324K – – –
SCA
133
Strategic Capital Advisers
Colorado
$309K – – –
SPIO
134
Seven Post Investment Office
California
$307K -$135K -8,234 -31%
CFP
135
Curran Financial Partners
South Carolina
$301K +$109K +6,630 +57%
FCT
136
Family Capital Trust
Massachusetts
$299K – – –
Lido Advisors
137
Lido Advisors
California
$297K +$297K +18,089 New
BRWA
138
B. Riley Wealth Advisors
Florida
$294K +$294K +17,880 New
SFS
139
Sowell Financial Services
Arkansas
$291K -$302K -17,353 -51%
GT
140
Glenview Trust
Kentucky
$283K +$283K +17,250 New
BAS
141
Brown Advisory Securities
Maryland
$275K -$59.3K -3,608 -18%
WLIM
142
White Lighthouse Investment Management
Massachusetts
$270K +$270K +16,460 New
AF
143
Advisornet Financial
Minnesota
$269K – – –
TSS
144
Two Sigma Securities
New York
$265K +$265K +16,172 New
RSWM
145
Robertson Stephens Wealth Management
California
$259K – – –
BFA
146
Beaumont Financial Advisors
Massachusetts
$256K – – –
TCM
147
Tradewinds Capital Management
Washington
$254K -$68.2K -4,154 -21%
IF
148
IRON Financial
Illinois
$252K +$32.1K +1,957 +15%
GT
149
Glenmede Trust
Pennsylvania
$250K – – –
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$242K -$9.85K -600 -4%
4 5
6
7 8