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abrdn Physical Gold Shares ETF

238 hedge funds and large institutions have $605M invested in abrdn Physical Gold Shares ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more call options, than puts

Call options by funds: $474K | Put options by funds: $12K

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more funds holding

Funds holding: 208238 (+30)

5% more capital invested

Capital invested by funds: $579M → $605M (+$26.4M)

0.24% more ownership

Funds ownership: 24.73%24.96% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
67
Reduced
69
Closed
16
Calls
$474K
Puts
$12K
Net Calls
+$462K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
126
Northern Trust
Illinois
$476K +$467K +27,098 New
VFA
127
Valeo Financial Advisors
Indiana
$464K -$207K -11,996 -31%
TCOT
128
Trust Company of Toledo
Ohio
$446K
MAS
129
Madden Advisory Services
Florida
$444K -$21.4K -1,241 -5%
EWM
130
EPG Wealth Management
Georgia
$443K
AWE
131
Avidian Wealth Enterprises
Texas
$436K -$17.4K -1,010 -4%
CC
132
Chicago Capital
Illinois
$434K
RJFSA
133
Raymond James Financial Services Advisors
Florida
$417K -$65.6K -3,808 -14%
GAG
134
GM Advisory Group
New York
$413K -$57.6K -3,343 -12%
PG
135
Prostatis Group
Maryland
$407K -$187K -10,831 -32%
AWM
136
AE Wealth Management
Kansas
$405K -$42.4K -2,461 -10%
SW
137
SlateStone Wealth
Florida
$401K +$46K +2,670 +13%
TWC
138
TD Waterhouse Canada
Ontario, Canada
$399K +$395K +22,900 New
Baird Financial Group
139
Baird Financial Group
Wisconsin
$392K -$24.1K -1,400 -6%
IF
140
IRON Financial
Illinois
$387K +$6.02K +349 +2%
BS
141
Boenning & Scattergood
Pennsylvania
$380K +$118K +6,850 +46%
VWA
142
V Wealth Advisors
Kansas
$371K -$465 -27 -0.1%
DWM
143
Dakota Wealth Management
Florida
$348K
LNWWM
144
Laird Norton Wetherby Wealth Management
California
$337K
KeyBank National Association
145
KeyBank National Association
Ohio
$332K +$326K +18,901 New
SCA
146
Strategic Capital Advisers
Colorado
$331K
FCT
147
Family Capital Trust
Massachusetts
$320K
Lido Advisors
148
Lido Advisors
California
$319K +$1.72K +100 +0.6%
SPIO
149
Seven Post Investment Office
California
$316K -$13.3K -770 -4%
BRWA
150
B. Riley Wealth Advisors
Florida
$312K

SGOL Hedge Fund Activity: Q4 2021 in Review

238 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2021, worth a combined $605M — up 4.6% from $579M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 16 closed out — a net gain of 31 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $10.1M. The largest seller was Colony Group, cutting an estimated $36.3M.

  • 238 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $605M of abrdn Physical Gold Shares ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2021 was Cape Cod Five Cents Savings Bank, an estimated $10.1M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2021 was Colony Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.