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abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $1.51B invested in abrdn Physical Gold Shares ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $591M → $1.51B (+$915M)

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

10% more funds holding

Funds holding: 220241 (+21)

3.64% more ownership

Funds ownership: 25.43%29.07% (+3.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

30% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.63M

Holders
241
Holders Change
+21
Holders Change %
+9.55%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
47
Increased
57
Reduced
76
Closed
22
Calls
$1.14M
Puts
$1.63M
Net Calls
-$489K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
126
Chicago Capital
Illinois
$432K
SFG
127
Sovereign Financial Group
Connecticut
$423K
PA
128
Paragon Advisors
Texas
$422K -$6.13K -370 -2%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$403K
ASN
130
Advisory Services Network
Georgia
$400K +$380K +22,907 New
GAA
131
Global Assets Advisory
Florida
$384K -$21.4K -1,288 -6%
AWE
132
Avidian Wealth Enterprises
Texas
$383K
RJFSA
133
Raymond James Financial Services Advisors
Florida
$368K +$25.2K +1,518 +8%
VWA
134
V Wealth Advisors
Kansas
$367K
BRWA
135
B. Riley Wealth Advisors
Florida
$363K +$345K +20,795 New
NFG
136
Nadler Financial Group
Illinois
$359K -$151K -9,135 -31%
SW
137
SlateStone Wealth
Florida
$350K
TW
138
Transform Wealth
Colorado
$329K +$312K +18,840 New
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$327K -$38.1K -2,299 -11%
FCT
140
Family Capital Trust
Massachusetts
$319K
IF
141
IRON Financial
Illinois
$313K -$6.23K -376 -2%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$310K -$7.74K -467 -3%
VFA
143
Valeo Financial Advisors
Indiana
$309K -$21.6K -1,300 -7%
Vontobel Holding
144
Vontobel Holding
Switzerland
$309K
CAP
145
Columbia Advisory Partners
Washington
$306K +$291K +17,540 New
RFA
146
Resurgent Financial Advisors
Georgia
$306K +$78.8K +4,753 +37%
NL
147
NWAM LLC
Washington
$304K -$116 -7 -0%
Lido Advisors
148
Lido Advisors
California
$293K
Brown Advisory
149
Brown Advisory
Maryland
$284K +$2.85K +172 +1%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$283K +$20.3K +1,224 +8%

SGOL Hedge Fund Activity: Q4 2022 in Review

241 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2022, worth a combined $1.51B — up 155% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 22 closed out — a net gain of 25 holders — while 57 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, adding an estimated $90.3M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2022, up from 220 in Q3 2022.
  • Funds reported $1.51B of abrdn Physical Gold Shares ETF stock for Q4 2022, up 155% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2022 and 22 closed out, a net change of +25 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2022 was Jane Street, an estimated $90.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2022 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.