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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

350 hedge funds and large institutions have $1.54B invested in abrdn Physical Gold Shares ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+27
Holders Change %
+8.36%
% of All Funds
4.66%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
55
Increased
103
Reduced
103
Closed
21
Calls
$2.5M
Puts
$268K
Net Calls
+$2.23M
Net Calls Change
+$203K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$68.8M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$16.5M
3
LPL Financial
3
LPL Financial
California
$34.3M
4
SAI
4
Savvy Advisors Inc
New York
$10.8M
5
CIA
5
Choate Investment Advisors
Massachusetts
$6.7M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$0
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$264M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
EF
4
Empowered Funds
Pennsylvania
$4.56M
5
FFA
5
Farther Finance Advisors
California
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
151
Paragon Private Wealth Management
Kentucky
$1.01M +$108K +4,292 +12%
XWM
152
Xcel Wealth Management
Florida
$1.01M – – –
TCOT
153
Trust Company of Toledo
Ohio
$988K +$350K +13,975 +55%
WLIM
154
White Lighthouse Investment Management
Massachusetts
$983K -$32.1K -1,280 -3%
SOS
155
Silver Oak Securities
Tennessee
$955K +$955K +38,350 New
Comerica Bank
156
Comerica Bank
Texas
$949K +$81.1K +3,236 +9%
HIM
157
Harbour Investment Management
Washington
$927K – – –
MAM
158
Milestone Asset Management
Pennsylvania
$917K +$917K +36,598 New
FCG
159
Fielder Capital Group
Tennessee
$889K – – –
SWP
160
Stratos Wealth Partners
Ohio
$877K -$34.4K -1,375 -4%
MCM
161
MAI Capital Management
Ohio
$860K +$860K +34,312 New
PWM
162
Perigon Wealth Management
California
$822K -$991K -38,237 -55%
WT
163
Whittier Trust
California
$819K -$39.5K -1,577 -5%
WSWA
164
Warren Street Wealth Advisors
California
$817K -$109K -4,337 -12%
PS
165
Principal Securities
Iowa
$798K -$7.42K -296 -0.9%
Cerity Partners
166
Cerity Partners
New York
$794K -$5.01K -200 -0.6%
RFA
167
Resurgent Financial Advisors
Georgia
$791K -$14.3K -570 -2%
HWM
168
HB Wealth Management
Georgia
$788K -$2.26K -90 -0.3%
CA
169
CoreCap Advisors
Michigan
$758K +$113K +4,493 +17%
CAL
170
Capital Analysts LLC
Pennsylvania
$757K -$12.7K -506 -2%
ISL
171
Ingalls & Snyder LLC
New York
$735K – – –
SC
172
Scotia Capital
Ontario, Canada
$732K -$45.7K -1,825 -6%
PI
173
PFG Investments
New York
$721K -$31.6K -1,260 -4%
ECA
174
Elevate Capital Advisors
Colorado
$709K +$709K +28,302 New
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$698K – – –
5 6
7
8 9