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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

286 hedge funds and large institutions have $920M invested in abrdn Physical Gold Shares ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-7
Holders Change %
-2.39%
% of All Funds
4.15%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
25
Increased
69
Reduced
108
Closed
28
Calls
$3.17M
Puts
$201K
Net Calls
+$2.97M
Net Calls Change
-$715K

Top Buyers

1
GAA
Global Assets Advisory
Florida
$37.2M
2
AMG
Advisors Management Group
Wisconsin
$10.5M
3
Wells Fargo
Wells Fargo
California
$39.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.24M
5
MFG
Merit Financial Group
Georgia
$5.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$45.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.07M
3
BTI
Blue Trust Inc
Georgia
$13.7M
4
BW
Bison Wealth
Georgia
$243K
5
Bank of America
Bank of America
North Carolina
$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
XWM
126
Xcel Wealth Management
Florida
$854K – – –
IMC Chicago
127
IMC Chicago
Illinois
$843K +$843K +39,671 New
HIM
128
Harbour Investment Management
Washington
$786K – – –
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$783K – – –
FIA
130
Foundations Investment Advisors
Arizona
$760K +$159K +7,484 +26%
PI
131
PFG Investments
New York
$752K +$372K +17,495 +98%
WSWA
132
Warren Street Wealth Advisors
California
$739K +$489 +23 +0.1%
SWP
133
Stratos Wealth Partners
Ohio
$738K +$61.9K +2,915 +9%
WT
134
Whittier Trust
California
$728K – – –
MAG
135
Mayfair Advisory Group
Alabama
$712K +$127K +6,000 +22%
CPG
136
Custom Portfolio Group
Colorado
$706K -$82.5K -4,038 -10%
CHA
137
Carmichael Hill & Associates
Maryland
$674K +$2.34K +110 +0.3%
Cerity Partners
138
Cerity Partners
New York
$674K -$7.52K -354 -1%
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$673K – – –
HWM
140
HB Wealth Management
Georgia
$670K -$128K -6,030 -16%
SC
141
Scotia Capital
Ontario, Canada
$662K – – –
CS
142
Credit Suisse
Switzerland
$656K +$126K +5,934 +24%
RFA
143
Resurgent Financial Advisors
Georgia
$638K +$94.6K +4,452 +17%
ISL
144
Ingalls & Snyder LLC
New York
$623K – – –
PWM
145
Perigon Wealth Management
California
$617K -$195K -9,193 -24%
BAM
146
Belpointe Asset Management
Nevada
$598K -$85.6K -4,030 -13%
PPWM
147
Paragon Private Wealth Management
Kentucky
$585K +$154K +7,261 +36%
TWM
148
Tradition Wealth Management
Minnesota
$560K -$95.6K -4,499 -15%
SIAG
149
Safeguard Investment Advisory Group
California
$554K -$35K -1,650 -6%
Mariner
150
Mariner
Kansas
$549K -$1.06K -50 -0.2%
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