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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

236 hedge funds and large institutions have $742M invested in abrdn Physical Gold Shares ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
34
Increased
73
Reduced
68
Closed
32
Calls
$1.66M
Puts
$33K
Net Calls
+$1.63M
Net Calls Change
+$1.17M

Top Buyers

1
GPC
1
Guardian Point Capital
Virginia
$37.2M
2
IA
2
IFP Advisors
Florida
$30.7M
3
OC
3
Oppenheimer & Co
New York
$12.8M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$23.1M
5
Bank of America
5
Bank of America
North Carolina
$91.9M

Top Sellers

1
HI
1
Hudock Inc
Pennsylvania
$383K
2
CCFCSB
2
Cape Cod Five Cents Savings Bank
Massachusetts
$1.61M
3
EF
3
Empowered Funds
Pennsylvania
$2.76M
4
DWM
4
Darwin Wealth Management
Florida
$23.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$357K -$83.7K -4,510 -19%
FAAM
152
First Ascent Asset Management
Colorado
$354K +$46.3K +2,494 +15%
SCA
153
Strategic Capital Advisers
Colorado
$350K – – –
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$341K -$15.5K -833 -4%
FCT
155
Family Capital Trust
Massachusetts
$339K – – –
Lido Advisors
156
Lido Advisors
California
$336K -$1.86K -100 -0.5%
NL
157
NWAM LLC
Washington
$323K -$3.9K -210 -1%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$317K +$13.7K +741 +5%
BIA
159
Barry Investment Advisors
Massachusetts
$314K – – –
RSWM
160
Robertson Stephens Wealth Management
California
$294K – – –
GT
161
Glenmede Trust
Pennsylvania
$283K – – –
VAM
162
Verity Asset Management
North Carolina
$280K +$280K +15,066 New
CIC
163
Cutler Investment Counsel
Oregon
$279K +$279K +15,000 New
CA
164
Cetera Advisors
Colorado
$268K +$21.5K +1,158 +9%
CRWM
165
Castle Rock Wealth Management
California
$262K +$5.48K +294 +2%
Ameriprise
166
Ameriprise
Minnesota
$262K +$262K +14,125 New
WBC
167
West Branch Capital
Massachusetts
$259K – – –
AF
168
Advisornet Financial
Minnesota
$256K – – –
MPCG
169
Matrix Private Capital Group
New York
$253K – – –
LB
170
Legacy Bridge
Iowa
$251K – – –
BFA
171
Beaumont Financial Advisors
Massachusetts
$248K +$4.64K +250 +2%
AAIM
172
Asset Advisors Investment Management
Georgia
$242K – – –
KeyBank National Association
173
KeyBank National Association
Ohio
$234K -$117K -6,294 -33%
AWS
174
Atria Wealth Solutions
New York
$229K +$229K +12,340 New
SWM
175
SeaCrest Wealth Management
New York
$221K +$4.92K +265 +2%
5 6
7
8 9