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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

208 hedge funds and large institutions have $579M invested in abrdn Physical Gold Shares ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-10
Holders Change %
-4.59%
% of All Funds
3.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
68
Reduced
62
Closed
21
Calls
$1.43M
Puts
$344K
Net Calls
+$1.09M
Net Calls Change
-$468K

Top Buyers

1
CC
Cypress Capital
Tennessee
$9.68M
2
DWM
Darwin Wealth Management
Florida
$31.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$35.3M
4
GM
GeoWealth Management
Illinois
$3.09M
5
Bank of America
Bank of America
North Carolina
$78.1M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$6.83M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.21M
3
HI
Hudock Inc
Pennsylvania
$10.3M
4
Morgan Stanley
Morgan Stanley
New York
$52M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
126
Seneca House Advisors
Virginia
$340K -$164K -9,735 -33%
SW
127
SlateStone Wealth
Florida
$340K – – –
DWM
128
Dakota Wealth Management
Florida
$334K +$334K +19,816 New
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$323K +$2.11K +125 +0.7%
SCA
130
Strategic Capital Advisers
Colorado
$317K – – –
SPIO
131
Seven Post Investment Office
California
$316K – – –
FCT
132
Family Capital Trust
Massachusetts
$307K – – –
Lido Advisors
133
Lido Advisors
California
$304K – – –
BRWA
134
B. Riley Wealth Advisors
Florida
$299K – – –
GT
135
Glenview Trust
Kentucky
$291K – – –
PA
136
Paragon Advisors
Texas
$286K -$12.9K -763 -4%
BIA
137
Barry Investment Advisors
Massachusetts
$285K -$47.7K -2,830 -14%
AF
138
Advisornet Financial
Minnesota
$276K – – –
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$271K +$6.13K +365 +2%
NL
140
NWAM LLC
Washington
$269K +$40.8K +2,422 +18%
RSWM
141
Robertson Stephens Wealth Management
California
$266K – – –
CRWM
142
Castle Rock Wealth Management
California
$264K -$169K -9,639 -39%
BFA
143
Beaumont Financial Advisors
Massachusetts
$263K – – –
GT
144
Glenmede Trust
Pennsylvania
$256K – – –
FAAM
145
First Ascent Asset Management
Colorado
$255K +$255K +15,118 New
BS
146
Boenning & Scattergood
Pennsylvania
$249K +$29.5K +1,755 +13%
CFP
147
Curran Financial Partners
South Carolina
$243K -$19.1K -1,141 -7%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$238K +$18.9K +1,120 +9%
WBC
149
West Branch Capital
Massachusetts
$235K – – –
CAG
150
Curtis Advisory Group
California
$231K -$8.23K -488 -3%
4 5
6
7 8