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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $705M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
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
77
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$12.4M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$12.6M
3
EF
3
Empowered Funds
Pennsylvania
$11.7M
4
BTI
4
Blue Trust Inc
Georgia
$42.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.9M
2
SAM
2
Synergy Asset Management
Washington
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$27.8M
5
MWA
5
Mills Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
151
Larson Financial Group
Missouri
$347K +$67.6K +3,584 +24%
FCT
152
Family Capital Trust
Massachusetts
$344K – – –
IF
153
IRON Financial
Illinois
$341K +$3.11K +165 +0.9%
VFA
154
Valeo Financial Advisors
Indiana
$334K – – –
Vontobel Holding
155
Vontobel Holding
Switzerland
$334K – – –
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$331K -$3.98K -211 -1%
Brown Advisory
157
Brown Advisory
Maryland
$324K +$17.5K +928 +6%
NL
158
NWAM LLC
Washington
$322K -$5.83K -309 -2%
SWM
159
SeaCrest Wealth Management
New York
$318K +$49.1K +2,600 +18%
Lido Advisors
160
Lido Advisors
California
$316K – – –
Mariner
161
Mariner
Kansas
$306K +$19.9K +1,056 +7%
RSWM
162
Robertson Stephens Wealth Management
California
$299K – – –
GT
163
Glenmede Trust
Pennsylvania
$288K – – –
CAP
164
Columbia Advisory Partners
Washington
$286K -$45.3K -2,400 -14%
DADC
165
D.A. Davidson & Co
Montana
$285K +$285K +15,115 New
CIC
166
Cutler Investment Counsel
Oregon
$283K – – –
AWA
167
Acorn Wealth Advisors
Michigan
$280K +$36.3K +1,924 +15%
BFA
168
Beaumont Financial Advisors
Massachusetts
$277K – – –
AF
169
Advisornet Financial
Minnesota
$277K – – –
FWA
170
Freedom Wealth Alliance
Wisconsin
$277K +$3.68K +195 +1%
CW
171
CreativeOne Wealth
Kansas
$276K +$86.2K +4,564 +45%
CWA
172
Capital Wealth Alliance
Arizona
$271K – – –
BL
173
Balentine LLC
Georgia
$271K +$271K +14,377 New
TIAM2
174
Tru Independence Asset Management 2
Oregon
$264K +$264K +14,000 New
ULWM
175
Upper Left Wealth Management
Florida
$260K +$5.96K +316 +2%
5 6
7
8 9