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abrdn Physical Gold Shares ETF
SGOL

238 hedge funds and large institutions have $605M invested in abrdn Physical Gold Shares ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more call options, than puts

Call options by funds: $474K | Put options by funds: $12K

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

14% more funds holding

Funds holding: 208 → 238 (+30)

5% more capital invested

Capital invested by funds: $579M → $605M (+$26.4M)

0.24% more ownership

Funds ownership: 24.73% → 24.96% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
67
Reduced
69
Closed
16
Calls
$474K
Puts
$12K
Net Calls
+$462K
Net Calls Change
-$624K

Top Buyers

Rank Fund Capital Flow
1
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
+$10.1M
2
EF
Empowered Funds
Pennsylvania
+$7.12M
3
MLIM
Mountain Lake Investment Management
Florida
+$5.09M
4
LFG
Larson Financial Group
Missouri
+$3.61M
5
UIA
UBP Investment Advisors
Switzerland
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$36.3M
2
DWM
Darwin Wealth Management
Florida
-$5.37M
3
Bank of America
Bank of America
North Carolina
-$5.21M
4
AI
Atria Investments
North Carolina
-$4.18M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
151
Ervin Investment Management
Washington
$311K +$305K +17,700 New
NL
152
NWAM LLC
Washington
$309K +$27.9K +1,619 +10%
FPF
153
First Pacific Financial
Washington
$307K -$209K -12,115 -41%
GT
154
Glenview Trust
Kentucky
$303K – – –
PA
155
Paragon Advisors
Texas
$298K +$224 +13 +0.1%
BIA
156
Barry Investment Advisors
Massachusetts
$297K -$155 -9 -0.1%
AIA
157
Acute Investment Advisory
Arizona
$296K +$291K +16,860 New
FAAM
158
First Ascent Asset Management
Colorado
$291K +$25.2K +1,461 +10%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$287K +$3.62K +210 +1%
RSWM
160
Robertson Stephens Wealth Management
California
$277K – – –
GT
161
Glenmede Trust
Pennsylvania
$267K – – –
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$264K +$15.5K +900 +6%
AWM
163
Axxcess Wealth Management
California
$260K +$255K +14,778 New
WBC
164
West Branch Capital
Massachusetts
$245K – – –
AF
165
Advisornet Financial
Minnesota
$242K -$44.8K -2,600 -16%
CRWM
166
Castle Rock Wealth Management
California
$242K -$22.6K -1,311 -9%
MPCG
167
Matrix Private Capital Group
New York
$239K +$234K +13,600 New
LB
168
Legacy Bridge
Iowa
$237K – – –
CA
169
Cetera Advisors
Colorado
$233K +$29.5K +1,711 +15%
SHA
170
Seneca House Advisors
Virginia
$230K -$122K -7,090 -35%
BFA
171
Beaumont Financial Advisors
Massachusetts
$230K -$43.1K -2,500 -16%
AAIM
172
Asset Advisors Investment Management
Georgia
$228K – – –
SWM
173
Spire Wealth Management
Virginia
$218K -$259 -15 -0.1%
SFG
174
Sovereign Financial Group
Connecticut
$212K – – –
MA
175
MBA Advisors
Pennsylvania
$207K -$172 -10 -0.1%
5 6
7
8 9

SGOL Hedge Fund Activity: Q4 2021 in Review

238 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2021, worth a combined $605M — up 4.6% from $579M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 16 closed out — a net gain of 31 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $10.1M. The largest seller was Colony Group, cutting an estimated $36.3M.

  • 238 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $605M of abrdn Physical Gold Shares ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2021 was Cape Cod Five Cents Savings Bank, an estimated $10.1M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2021 was Colony Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.