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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

258 hedge funds and large institutions have $806M invested in abrdn Physical Gold Shares ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
4.07%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
89
Reduced
68
Closed
10
Calls
$1.38M
Puts
$4K
Net Calls
+$1.38M
Net Calls Change
+$442K

Top Buyers

1
MGP
Metis Global Partners
California
$51.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.2M
3
FIM
Freedom Investment Management
Connecticut
$12.9M
4
Jane Street
Jane Street
New York
$21.3M
5
VF
Virtu Financial
New York
$9.19M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$0
2
BPA
Beacon Pointe Advisors
California
$1.53M
3
RJA
Raymond James & Associates
Florida
$1.22M
4
IA
IFP Advisors
Florida
$1.91M
5
NYLIM
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
126
Harbour Investment Management
Washington
$680K – – –
ASN
127
Advisory Services Network
Georgia
$677K +$137K +7,463 +25%
FI
128
Financial Insights
Washington
$667K -$37.2K -2,024 -5%
LWP
129
Lumature Wealth Partners
Georgia
$646K -$55 -3 -0%
WT
130
Whittier Trust
California
$630K – – –
SIAG
131
Safeguard Investment Advisory Group
California
$622K -$56.5K -3,073 -8%
LTI
132
Laffer Tengler Investments
Tennessee
$621K -$132K -7,162 -17%
CS
133
Credit Suisse
Switzerland
$615K +$426K +23,178 +225%
Barclays
134
Barclays
United Kingdom
$609K – – –
PFO
135
Pathstone Family Office
New Jersey
$599K +$49.5K +2,693 +9%
SC
136
Scotia Capital
Ontario, Canada
$572K – – –
CHA
137
Carmichael Hill & Associates
Maryland
$559K -$17.8K -971 -3%
AWA
138
Arete Wealth Advisors
Illinois
$551K -$502K -27,318 -48%
FAAM
139
First Ascent Asset Management
Colorado
$548K -$38K -2,068 -6%
SPIO
140
Seven Post Investment Office
California
$542K +$21.8K +1,189 +4%
Betterment LLC
141
Betterment LLC
New York
$510K -$10.8K -586 -2%
AWM
142
AE Wealth Management
Kansas
$507K -$30K -1,632 -6%
CIM
143
Cambria Investment Management
California
$506K -$10.3K -558 -2%
BAM
144
Belpointe Asset Management
Nevada
$483K -$1.11M -60,297 -70%
TCOT
145
Trust Company of Toledo
Ohio
$468K – – –
RFA
146
Resurgent Financial Advisors
Georgia
$464K +$28.2K +1,537 +6%
EWM
147
EPG Wealth Management
Georgia
$463K – – –
MAS
148
Madden Advisory Services
Florida
$462K – – –
GAG
149
GM Advisory Group
New York
$462K – – –
EH
150
Equitable Holdings
New York
$460K +$460K +25,059 New
4 5
6
7 8