We are live on ! Find out more
SGOL icon

abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $708M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,280% more call options, than puts

Call options by funds: $976K | Put options by funds: $41K

30% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 60

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

0% more funds holding

Funds holding: 241241 (0)

3.08% less ownership

Funds ownership: 29.07%25.99% (-3.1%)

53% less capital invested

Capital invested by funds: $1.51B → $708M (-$798M)

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
3.84%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
33
Increased
78
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Private Advisor Group
New Jersey
$356K -$40.8K -2,251 -11%
LFG
152
Larson Financial Group
Missouri
$347K +$65K +3,584 +24%
FCT
153
Family Capital Trust
Massachusetts
$344K
IF
154
IRON Financial
Illinois
$341K +$2.99K +165 +0.9%
VFA
155
Valeo Financial Advisors
Indiana
$334K
Vontobel Holding
156
Vontobel Holding
Switzerland
$334K
LNWWM
157
Laird Norton Wetherby Wealth Management
California
$331K -$3.82K -211 -1%
Brown Advisory
158
Brown Advisory
Maryland
$324K +$16.8K +928 +6%
NL
159
NWAM LLC
Washington
$322K -$5.6K -309 -2%
SWM
160
SeaCrest Wealth Management
New York
$318K +$47.1K +2,600 +18%
Lido Advisors
161
Lido Advisors
California
$316K
Mariner
162
Mariner
Kansas
$306K +$19.1K +1,056 +7%
RSWM
163
Robertson Stephens Wealth Management
California
$299K
GT
164
Glenmede Trust
Pennsylvania
$288K
CAP
165
Columbia Advisory Partners
Washington
$286K -$43.5K -2,400 -14%
DADC
166
D.A. Davidson & Co
Montana
$285K +$274K +15,115 New
CIC
167
Cutler Investment Counsel
Oregon
$283K
AWA
168
Acorn Wealth Advisors
Michigan
$280K +$34.9K +1,924 +15%
AF
169
Advisornet Financial
Minnesota
$277K
BFA
170
Beaumont Financial Advisors
Massachusetts
$277K
FWA
171
Freedom Wealth Alliance
Wisconsin
$277K +$3.53K +195 +1%
CW
172
CreativeOne Wealth
Kansas
$276K +$82.7K +4,564 +45%
CWA
173
Capital Wealth Alliance
Arizona
$271K
BL
174
Balentine LLC
Georgia
$271K +$261K +14,377 New
TIAM2
175
Tru Independence Asset Management 2
Oregon
$264K +$254K +14,000 New

SGOL Hedge Fund Activity: Q1 2023 in Review

241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2023, worth a combined $708M — down 53% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SGOL positions and 26 closed out — a net gain of 7 holders — while 78 added to existing stakes and 60 trimmed.

The largest buyer was Allen Capital Group, opening a new position worth an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $148M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $708M of abrdn Physical Gold Shares ETF stock for Q1 2023, down 53% quarter-over-quarter.
  • 33 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2023 and 26 closed out, a net change of +7 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q1 2023 was Allen Capital Group, an estimated $11.9M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q1 2023 was Jane Street, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.