SGOL icon

abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $705M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
3.84%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
33
Increased
77
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$12.4M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$12.6M
3
EF
3
Empowered Funds
Pennsylvania
$11.7M
4
BTI
4
Blue Trust Inc
Georgia
$42.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.9M
2
SAM
2
Synergy Asset Management
Washington
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$27.8M
5
MWA
5
Mills Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
126
Virtu Financial
New York
$547K -$246K -13,048 -31%
Simplex Trading
127
Simplex Trading
Illinois
$539K +$539K +28,600 New
Betterment LLC
128
Betterment LLC
New York
$535K -$25.6K -1,358 -5%
SPIO
129
Seven Post Investment Office
California
$534K -$7.96K -422 -1%
CIM
130
Cambria Investment Management
California
$530K -$26K -1,376 -5%
AAS
131
Avantax Advisory Services
Texas
$525K +$566 +30 +0.1%
TCOT
132
Trust Company of Toledo
Ohio
$481K – – –
EWM
133
EPG Wealth Management
Georgia
$476K – – –
MAS
134
Madden Advisory Services
Florida
$475K – – –
GAG
135
GM Advisory Group
New York
$475K – – –
CC
136
Chicago Capital
Illinois
$467K – – –
SFG
137
Sovereign Financial Group
Connecticut
$457K – – –
RFA
138
Resurgent Financial Advisors
Georgia
$447K +$116K +6,173 +35%
TWC
139
TD Waterhouse Canada
Ontario, Canada
$435K – – –
AWE
140
Avidian Wealth Enterprises
Texas
$418K +$3.81K +202 +0.9%
IA
141
Inspire Advisors
Idaho
$409K +$134K +7,117 +49%
OA
142
Oxbow Advisors
Texas
$402K -$131K -6,950 -25%
VWA
143
V Wealth Advisors
Kansas
$396K – – –
BRWA
144
B. Riley Wealth Advisors
Florida
$392K – – –
NFG
145
Nadler Financial Group
Illinois
$388K – – –
SW
146
SlateStone Wealth
Florida
$378K – – –
PA
147
Paragon Advisors
Texas
$367K -$89.5K -4,745 -20%
PWM
148
Perigon Wealth Management
California
$361K +$361K +19,112 New
PI
149
PFG Investments
New York
$359K +$359K +19,025 New
PAG
150
Private Advisor Group
New Jersey
$356K -$42.5K -2,251 -11%
4 5
6
7 8