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abrdn Physical Gold Shares ETF

199 hedge funds and large institutions have $744M invested in abrdn Physical Gold Shares ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,274% more call options, than puts

Call options by funds: $641K | Put options by funds: $27K

425% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 12

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

103% more capital invested

Capital invested by funds: $366M → $744M (+$378M)

33% more funds holding

Funds holding: 150199 (+49)

8.15% more ownership

Funds ownership: 26.14%34.29% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
199
Holders Change
+49
Holders Change %
+32.67%
% of All Funds
4.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
63
Increased
66
Reduced
24
Closed
12
Calls
$641K
Puts
$27K
Net Calls
+$614K
Net Calls Change
-$97K
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
176
Kings Point Capital Management
New York
$13K +$12.4K +750 New
AWM
177
Avior Wealth Management
Nebraska
$11K
EDRH
178
Edmond de Rothschild Holding
Switzerland
$11K +$10.7K +650 New
CA
179
Clearstead Advisors
Ohio
$9K +$9.05K +548 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$8K +$5.63K +341 +299%
BWM
181
BerganKDV Wealth Management
Minnesota
$8K +$7.92K +480 New
HDIM
182
Hanson & Doremus Investment Management
Vermont
$7K
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$7K
TI
184
tru Independence
Oregon
$6.7K +$1.5M +90,939 +30%
PB
185
Pinnacle Bancorp
Nebraska
$6K +$6.22K +377 New
S
186
SignatureFD
Georgia
$4K
VCM
187
Versant Capital Management
Arizona
$4K
CFN
188
Cordasco Financial Network
Florida
$3K +$2.44K +148 New
CAC
189
Certified Advisory Corp
Florida
$2K
JFA
190
JNBA Financial Advisors
Minnesota
$2K
SPIA
191
Steward Partners Investment Advisory
New York
$2K
AssetMark Inc
192
AssetMark Inc
California
$2K +$2.13K +129 New
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71K
FHA
194
Flagship Harbor Advisors
Massachusetts
$1K
MF
195
Manchester Financial
California
$1K
RDWM
196
Red Door Wealth Management
Tennessee
$1K
IF
197
Ironwood Financial
Arizona
$1K +$825 +50 New
CFA
198
Carroll Financial Associates
North Carolina
$1K +$1.01K +61 New
BSW
199
Buckingham Strategic Wealth
Missouri
-$573K -37,834 Closed
HR
200
Hayden Royal
North Carolina
-$530K -35,000 Closed

SGOL Hedge Fund Activity: Q2 2020 in Review

199 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2020, worth a combined $744M — up 103% from $366M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SGOL positions and 12 closed out — a net gain of 51 holders — while 66 added to existing stakes and 24 trimmed.

The largest buyer was Charles Schwab, adding an estimated $59.3M. The largest seller was Prostatis Group, cutting an estimated $7.54M.

  • 199 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2020, up from 150 in Q1 2020.
  • Funds reported $744M of abrdn Physical Gold Shares ETF stock for Q2 2020, up 103% quarter-over-quarter.
  • 63 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2020 and 12 closed out, a net change of +51 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2020 was Charles Schwab, an estimated $59.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2020 was Prostatis Group, an estimated $7.54M sold.

Based on aggregated 13F filings for Q2 2020.