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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

218 hedge funds and large institutions have $631M invested in abrdn Physical Gold Shares ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
22
Increased
68
Reduced
68
Closed
23
Calls
$1.85M
Puts
$291K
Net Calls
+$1.55M
Net Calls Change
+$20K

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$39.1M
2
Morgan Stanley
Morgan Stanley
New York
$57.5M
3
PRS
Pinkerton Retirement Specialists
Idaho
$4.02M
4
CG
Colony Group
Massachusetts
$38.8M
5
CAN
Cetera Advisor Networks
California
$2.54M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
$9.49M
2
CC
Cypress Capital
Tennessee
$0
3
LPL Financial
LPL Financial
California
$6.56M
4
SI
SimpliFi Inc
California
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
SlateStone Wealth
Florida
$343K – – –
BIA
127
Barry Investment Advisors
Massachusetts
$335K – – –
IF
128
IRON Financial
Illinois
$329K +$67.8K +3,989 +26%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$324K +$324K +19,053 New
SCA
130
Strategic Capital Advisers
Colorado
$320K – – –
SPIO
131
Seven Post Investment Office
California
$318K – – –
FCT
132
Family Capital Trust
Massachusetts
$310K – – –
Lido Advisors
133
Lido Advisors
California
$307K – – –
BAS
134
Brown Advisory Securities
Maryland
$307K +$22.1K +1,300 +8%
PA
135
Paragon Advisors
Texas
$301K -$37K -2,179 -11%
BRWA
136
B. Riley Wealth Advisors
Florida
$301K -$2.87K -169 -0.9%
GT
137
Glenview Trust
Kentucky
$293K – – –
ICP
138
Ironvine Capital Partners
Nebraska
$292K +$292K +17,213 New
BAM
139
Belpointe Asset Management
Nevada
$282K +$52.3K +3,080 +23%
AF
140
Advisornet Financial
Minnesota
$279K – – –
RSWM
141
Robertson Stephens Wealth Management
California
$268K – – –
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$268K +$227K +13,372 +556%
CFP
143
Curran Financial Partners
South Carolina
$266K -$46.1K -2,713 -15%
BFA
144
Beaumont Financial Advisors
Massachusetts
$265K – – –
TCM
145
Tradewinds Capital Management
Washington
$263K – – –
GT
146
Glenmede Trust
Pennsylvania
$259K – – –
CCA
147
Column Capital Advisors
Indiana
$255K +$255K +15,000 New
CAG
148
Curtis Advisory Group
California
$241K -$134K -7,916 -36%
WBC
149
West Branch Capital
Massachusetts
$237K -$867 -51 -0.4%
TSS
150
Two Sigma Securities
New York
$233K -$41.7K -2,457 -15%
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