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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

293 hedge funds and large institutions have $895M invested in abrdn Physical Gold Shares ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
4.3%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
53
Increased
67
Reduced
96
Closed
16
Calls
$3.86M
Puts
$179K
Net Calls
+$3.68M
Net Calls Change
-$1.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$86.3M
2
MGP
Metis Global Partners
California
$65.4M
3
EF
Empowered Funds
Pennsylvania
$9.11M
4
FTUS
Flow Traders U.S.
New York
$6.38M
5
WAM
Worth Asset Management
Texas
$4.74M

Top Sellers

1
Jane Street
Jane Street
New York
$4.64M
2
BTI
Blue Trust Inc
Georgia
$19.4M
3
WWM
WT Wealth Management
Arizona
$8.72M
4
PFG
Pacific Financial Group
Washington
$1.51M
5
AMM
American Money Management
California
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$817K -$229K -11,596 -22%
WLIM
127
White Lighthouse Investment Management
Massachusetts
$816K -$44.3K -2,243 -5%
CB
128
Commerce Bank
Missouri
$809K +$809K +40,959 New
HH
129
Hilltop Holdings
Texas
$796K +$59.9K +3,032 +8%
XWM
130
Xcel Wealth Management
Florida
$794K -$98.7K -5,000 -11%
PWM
131
Perigon Wealth Management
California
$755K – – –
RJFSA
132
Raymond James Financial Services Advisors
Florida
$754K +$143K +7,224 +23%
HWM
133
HB Wealth Management
Georgia
$742K -$22.1K -1,120 -3%
CPG
134
Custom Portfolio Group
Colorado
$734K +$734K +38,587 New
HIM
135
Harbour Investment Management
Washington
$730K – – –
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$728K +$728K +36,860 New
SIC
137
Samalin Investment Counsel
New York
$720K +$720K +36,475 New
WSWA
138
Warren Street Wealth Advisors
California
$687K -$57.4K -2,907 -8%
WT
139
Whittier Trust
California
$677K – – –
BAM
140
Belpointe Asset Management
Nevada
$635K +$221K +11,185 +53%
Cerity Partners
141
Cerity Partners
New York
$633K +$633K +32,064 New
SWP
142
Stratos Wealth Partners
Ohio
$628K +$27.7K +1,405 +5%
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$626K +$283K +14,355 +83%
CHA
144
Carmichael Hill & Associates
Maryland
$625K +$24.2K +1,225 +4%
AWM
145
AE Wealth Management
Kansas
$616K +$2.47K +128 +0.4%
SC
146
Scotia Capital
Ontario, Canada
$615K – – –
TWM
147
Tradition Wealth Management
Minnesota
$609K -$2.74M -138,773 -82%
OC
148
Oppenheimer & Co
New York
$580K +$580K +29,395 New
ISL
149
Ingalls & Snyder LLC
New York
$579K – – –
NFG
150
Northeast Financial Group
Pennsylvania
$577K +$74.9K +3,796 +15%
4 5
6
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