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abrdn Physical Gold Shares ETF

304 hedge funds and large institutions have $968M invested in abrdn Physical Gold Shares ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,464% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $70K

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

6% more funds holding

Funds holding: 287304 (+17)

5% more capital invested

Capital invested by funds: $924M → $968M (+$43.7M)

0.12% more ownership

Funds ownership: 30.72%30.84% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
4.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
38
Increased
70
Reduced
100
Closed
17
Calls
$1.79M
Puts
$70K
Net Calls
+$1.73M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$651K -$53.3K -2,384 -8%
TWM
152
Tradition Wealth Management
Minnesota
$632K +$46.4K +2,078 +8%
BAM
153
Belpointe Asset Management
Nevada
$602K -$23.7K -1,061 -4%
ES
154
ETF Store
Kansas
$593K -$543K -24,311 -48%
HF
155
HRT Financial
New York
$571K +$574K +25,704 New
TCOT
156
Trust Company of Toledo
Ohio
$566K
EWM
157
EPG Wealth Management
Georgia
$560K -$563K -25,208 Closed
CC
158
Chicago Capital
Illinois
$550K
AWE
159
Avidian Wealth Enterprises
Texas
$527K
SIAG
160
Safeguard Investment Advisory Group
California
$512K -$67.6K -3,028 -12%
Betterment LLC
161
Betterment LLC
New York
$507K -$13K -584 -2%
CIM
162
Cambria Investment Management
California
$505K -$11.7K -525 -2%
MAS
163
Madden Advisory Services
Florida
$502K -$804 -36 -0.2%
PAG
164
Private Advisor Group
New Jersey
$501K +$2.44K +109 +0.5%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$479K +$344K +15,397 New
OFS
166
OneAscent Financial Services
Alabama
$475K +$478K +21,392 New
SPC
167
Sigma Planning Corp
Michigan
$474K -$62.1K -2,778 -12%
GAG
168
GM Advisory Group
New York
$463K -$50.3K -2,250 -10%
WIM
169
WealthPlan Investment Management
Nebraska
$444K +$53.6K +2,400 +14%
Barclays
170
Barclays
United Kingdom
$441K
AWA
171
Acorn Wealth Advisors
Michigan
$438K +$14K +628 +3%
CL
172
Choreo LLC
Illinois
$423K +$424K +18,965 New
CCAL
173
City Center Advisors LLC
Michigan
$420K
TW
174
Transform Wealth
Colorado
$419K +$112K +5,000 +36%
NFG
175
Nadler Financial Group
Illinois
$414K

SGOL Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2024, worth a combined $968M — up 4.7% from $924M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SGOL positions and 17 closed out — a net gain of 21 holders — while 70 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $37.2M sold.

  • 304 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $968M of abrdn Physical Gold Shares ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 38 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2024 and 17 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2024 was Morgan Stanley, an estimated $7.67M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2024 was Global Assets Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.