We are live on ! Find out more
SGOL icon

abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $708M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,280% more call options, than puts

Call options by funds: $976K | Put options by funds: $41K

30% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 60

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

0% more funds holding

Funds holding: 241241 (0)

3.08% less ownership

Funds ownership: 29.07%25.99% (-3.1%)

53% less capital invested

Capital invested by funds: $1.51B → $708M (-$798M)

Holders
241
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
78
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$552K +$38.8K +2,142 +8%
VF
127
Virtu Financial
New York
$547K -$236K -13,048 -31%
Simplex Trading
128
Simplex Trading
Illinois
$539K +$518K +28,600 New
Betterment LLC
129
Betterment LLC
New York
$535K -$24.6K -1,358 -5%
SPIO
130
Seven Post Investment Office
California
$534K -$7.65K -422 -1%
CIM
131
Cambria Investment Management
California
$530K -$24.9K -1,376 -5%
AAS
132
Avantax Advisory Services
Texas
$525K +$544 +30 +0.1%
TCOT
133
Trust Company of Toledo
Ohio
$481K
EWM
134
EPG Wealth Management
Georgia
$476K
MAS
135
Madden Advisory Services
Florida
$475K
GAG
136
GM Advisory Group
New York
$475K
CC
137
Chicago Capital
Illinois
$467K
SFG
138
Sovereign Financial Group
Connecticut
$457K
RFA
139
Resurgent Financial Advisors
Georgia
$447K +$112K +6,173 +35%
TWC
140
TD Waterhouse Canada
Ontario, Canada
$435K
AWE
141
Avidian Wealth Enterprises
Texas
$418K +$3.66K +202 +0.9%
IA
142
Inspire Advisors
Idaho
$409K +$129K +7,117 +49%
OA
143
Oxbow Advisors
Texas
$402K -$126K -6,950 -25%
VWA
144
V Wealth Advisors
Kansas
$396K
BRWA
145
B. Riley Wealth Advisors
Florida
$392K
NFG
146
Nadler Financial Group
Illinois
$388K
SW
147
SlateStone Wealth
Florida
$378K
PA
148
Paragon Advisors
Texas
$367K -$86K -4,745 -20%
PWM
149
Perigon Wealth Management
California
$361K +$346K +19,112 New
PI
150
PFG Investments
New York
$359K +$345K +19,025 New

SGOL Hedge Fund Activity: Q1 2023 in Review

241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2023, worth a combined $708M — down 53% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SGOL positions and 26 closed out — a net gain of 7 holders — while 78 added to existing stakes and 60 trimmed.

The largest buyer was Allen Capital Group, opening a new position worth an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $148M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $708M of abrdn Physical Gold Shares ETF stock for Q1 2023, down 53% quarter-over-quarter.
  • 33 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2023 and 26 closed out, a net change of +7 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q1 2023 was Allen Capital Group, an estimated $11.9M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q1 2023 was Jane Street, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.