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abrdn Physical Gold Shares ETF

304 hedge funds and large institutions have $968M invested in abrdn Physical Gold Shares ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,464% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $70K

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

6% more funds holding

Funds holding: 287304 (+17)

5% more capital invested

Capital invested by funds: $924M → $968M (+$43.7M)

0.12% more ownership

Funds ownership: 30.72%30.84% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
4.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
38
Increased
70
Reduced
100
Closed
17
Calls
$1.79M
Puts
$70K
Net Calls
+$1.73M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$917K +$273K +12,224 +42%
BPA
127
Beacon Pointe Advisors
California
$910K -$234K -10,479 -20%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$900K -$3.35K -150 -0.4%
XWM
129
Xcel Wealth Management
Florida
$894K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$892K -$27.3K -1,220 -3%
HH
131
Hilltop Holdings
Texas
$881K -$42.6K -1,909 -5%
Comerica Bank
132
Comerica Bank
Texas
$880K -$38.3K -1,714 -4%
MAG
133
Mayfair Advisory Group
Alabama
$865K +$89.3K +4,000 +12%
HIM
134
Harbour Investment Management
Washington
$822K
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$809K -$291K -13,021 -26%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$779K +$431K +19,273 +122%
WSWA
137
Warren Street Wealth Advisors
California
$769K -$4.6K -206 -0.6%
WT
138
Whittier Trust
California
$762K
SWP
139
Stratos Wealth Partners
Ohio
$754K -$17.7K -794 -2%
GM
140
GeoWealth Management
Illinois
$749K -$1.15M -51,329 -60%
PPWM
141
Paragon Private Wealth Management
Kentucky
$736K +$124K +5,551 +20%
RFA
142
Resurgent Financial Advisors
Georgia
$732K +$64.3K +2,879 +10%
PI
143
PFG Investments
New York
$727K -$59.8K -2,677 -8%
CHA
144
Carmichael Hill & Associates
Maryland
$705K
Cerity Partners
145
Cerity Partners
New York
$705K
HWM
146
HB Wealth Management
Georgia
$701K
SC
147
Scotia Capital
Ontario, Canada
$692K
PS
148
Principal Securities
Iowa
$672K +$125K +5,608 +23%
CPG
149
Custom Portfolio Group
Colorado
$658K -$83.7K -3,747 -11%
ISL
150
Ingalls & Snyder LLC
New York
$652K

SGOL Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2024, worth a combined $968M — up 4.7% from $924M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SGOL positions and 17 closed out — a net gain of 21 holders — while 70 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $37.2M sold.

  • 304 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $968M of abrdn Physical Gold Shares ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 38 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2024 and 17 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2024 was Morgan Stanley, an estimated $7.67M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2024 was Global Assets Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.