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abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $1.51B invested in abrdn Physical Gold Shares ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $591M → $1.51B (+$915M)

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

10% more funds holding

Funds holding: 220241 (+21)

3.64% more ownership

Funds ownership: 25.43%29.07% (+3.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

30% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.63M

Holders
241
Holders Change
+21
Holders Change %
+9.55%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
47
Increased
57
Reduced
76
Closed
22
Calls
$1.14M
Puts
$1.63M
Net Calls
-$489K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
151
Robertson Stephens Wealth Management
California
$277K
Citadel Advisors
152
Citadel Advisors
Florida
$267K -$1.13M -68,220 -82%
GT
153
Glenmede Trust
Pennsylvania
$266K
Mariner
154
Mariner
Kansas
$265K -$200K -12,080 -44%
CIC
155
Cutler Investment Counsel
Oregon
$262K
LFG
156
Larson Financial Group
Missouri
$259K -$113K -6,811 -32%
AF
157
Advisornet Financial
Minnesota
$257K -$5.89K -355 -2%
BFA
158
Beaumont Financial Advisors
Massachusetts
$257K
IA
159
Inspire Advisors
Idaho
$254K +$241K +14,543 New
BWP
160
Balboa Wealth Partners
Arizona
$254K -$16.4K -987 -6%
FWA
161
Freedom Wealth Alliance
Wisconsin
$253K +$240K +14,460 New
CWA
162
Capital Wealth Alliance
Arizona
$251K
SWM
163
SeaCrest Wealth Management
New York
$249K +$5.39K +325 +2%
LB
164
Legacy Bridge
Iowa
$236K
ULWM
165
Upper Left Wealth Management
Florida
$236K +$224K +13,487 New
KDA
166
Kraft Davis & Associates
Missouri
$232K +$219K +13,197 New
WBC
167
West Branch Capital
Massachusetts
$228K
AWS
168
Atria Wealth Solutions
New York
$227K
AAIM
169
Asset Advisors Investment Management
Georgia
$227K
AWA
170
Acorn Wealth Advisors
Michigan
$225K +$4.39K +265 +2%
GM
171
GeoWealth Management
Illinois
$223K -$220K -13,280 -51%
PFA
172
Pure Financial Advisors
California
$218K +$207K +12,484 New
GWSG
173
GPS Wealth Strategies Group
Colorado
$206K
AA
174
Apriem Advisors
California
$202K +$9.6K +579 +5%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$199K +$189K +11,400 New

SGOL Hedge Fund Activity: Q4 2022 in Review

241 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2022, worth a combined $1.51B — up 155% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 22 closed out — a net gain of 25 holders — while 57 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, adding an estimated $90.3M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2022, up from 220 in Q3 2022.
  • Funds reported $1.51B of abrdn Physical Gold Shares ETF stock for Q4 2022, up 155% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2022 and 22 closed out, a net change of +25 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2022 was Jane Street, an estimated $90.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2022 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.