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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

286 hedge funds and large institutions have $920M invested in abrdn Physical Gold Shares ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-7
Holders Change %
-2.39%
% of All Funds
4.15%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
25
Increased
69
Reduced
108
Closed
28
Calls
$3.17M
Puts
$201K
Net Calls
+$2.97M
Net Calls Change
-$715K

Top Buyers

1
GAA
Global Assets Advisory
Florida
$37.2M
2
AMG
Advisors Management Group
Wisconsin
$10.5M
3
Wells Fargo
Wells Fargo
California
$39.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.24M
5
MFG
Merit Financial Group
Georgia
$5.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$45.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.07M
3
BTI
Blue Trust Inc
Georgia
$13.7M
4
BW
Bison Wealth
Georgia
$243K
5
Bank of America
Bank of America
North Carolina
$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
151
Security National Bank
Nebraska
$543K – – –
TCOT
152
Trust Company of Toledo
Ohio
$541K – – –
NFG
153
Northeast Financial Group
Pennsylvania
$537K -$84.1K -3,960 -14%
EWM
154
EPG Wealth Management
Georgia
$535K – – –
FI
155
Financial Insights
Washington
$535K – – –
CC
156
Chicago Capital
Illinois
$525K – – –
PS
157
Principal Securities
Iowa
$524K +$53.6K +2,524 +11%
SPC
158
Sigma Planning Corp
Michigan
$512K +$174K +8,175 +51%
AWE
159
Avidian Wealth Enterprises
Texas
$503K +$37.2K +1,750 +8%
TWC
160
TD Waterhouse Canada
Ontario, Canada
$499K – – –
Betterment LLC
161
Betterment LLC
New York
$497K -$29.1K -1,368 -6%
KPWS
162
Kestra Private Wealth Services
Texas
$497K -$66.3K -3,122 -12%
CIM
163
Cambria Investment Management
California
$494K -$27.3K -1,283 -5%
GAG
164
GM Advisory Group
New York
$490K – – –
MAS
165
Madden Advisory Services
Florida
$481K -$2.59K -122 -0.5%
PAG
166
Private Advisor Group
New Jersey
$476K -$6.61K -311 -1%
WAM
167
Worth Asset Management
Texas
$452K -$4.65M -218,858 -91%
Barclays
168
Barclays
United Kingdom
$421K – – –
CCAL
169
City Center Advisors LLC
Michigan
$420K +$420K +19,779 New
SPIO
170
Seven Post Investment Office
California
$407K -$123K -5,807 -23%
AWA
171
Acorn Wealth Advisors
Michigan
$406K +$616 +29 +0.2%
NFG
172
Nadler Financial Group
Illinois
$395K -$1.38K -65 -0.3%
FCT
173
Family Capital Trust
Massachusetts
$387K – – –
VFA
174
Valeo Financial Advisors
Indiana
$386K – – –
NL
175
NWAM LLC
Washington
$376K -$597 -27 -0.2%
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7
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