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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

229 hedge funds and large institutions have $695M invested in abrdn Physical Gold Shares ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-7
Holders Change %
-2.97%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
23
Increased
74
Reduced
62
Closed
25
Calls
$811K
Puts
$3K
Net Calls
+$808K
Net Calls Change
-$819K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$59.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$21.2M
3
VF
Virtu Financial
New York
$9.24M
4
AIP
Almanack Investment Partners
Pennsylvania
$26.7M
5
EP
Eudaimonia Partners
Tennessee
$11.8M

Top Sellers

1
DWM
Darwin Wealth Management
Florida
$6.33M
2
OC
Oppenheimer & Co
New York
$0
3
GPC
Guardian Point Capital
Virginia
$22.1M
4
SA
Sycale Advisors
New York
$0
5
RH
RFG Holdings
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
151
Kalos Management
Georgia
$305K -$186K -10,774 -38%
NL
152
NWAM LLC
Washington
$303K +$8.27K +488 +3%
BIA
153
Barry Investment Advisors
Massachusetts
$280K -$12.3K -713 -4%
RSWM
154
Robertson Stephens Wealth Management
California
$274K – – –
GT
155
Glenmede Trust
Pennsylvania
$264K – – –
CIC
156
Cutler Investment Counsel
Oregon
$260K – – –
KAS
157
Kestra Advisory Services
Texas
$258K +$258K +14,902 New
AF
158
Advisornet Financial
Minnesota
$255K +$15.6K +900 +7%
BFA
159
Beaumont Financial Advisors
Massachusetts
$255K +$23.4K +1,350 +10%
CWA
160
Capital Wealth Alliance
Arizona
$250K -$173K -10,000 -41%
SWM
161
SeaCrest Wealth Management
New York
$239K +$32.9K +1,901 +16%
MPCG
162
Matrix Private Capital Group
New York
$236K – – –
Mariner
163
Mariner
Kansas
$236K +$236K +13,618 New
LB
164
Legacy Bridge
Iowa
$234K – – –
WBC
165
West Branch Capital
Massachusetts
$226K -$15.7K -906 -6%
CRWM
166
Castle Rock Wealth Management
California
$226K -$8.88K -531 -4%
AAIM
167
Asset Advisors Investment Management
Georgia
$225K – – –
LTI
168
Laffer Tengler Investments
Tennessee
$224K +$29.4K +1,699 +15%
AWS
169
Atria Wealth Solutions
New York
$220K +$6.35K +367 +3%
RFA
170
Resurgent Financial Advisors
Georgia
$219K +$219K +12,637 New
GWSG
171
GPS Wealth Strategies Group
Colorado
$204K – – –
AWA
172
Acorn Wealth Advisors
Michigan
$204K +$2.65K +153 +1%
AA
173
Apriem Advisors
California
$191K – – –
HI
174
Hudock Inc
Pennsylvania
$190K -$167K -9,672 -47%
SGCA
175
Steel Grove Capital Advisors
Tennessee
$182K – – –
5 6
7
8 9