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abrdn Physical Gold Shares ETF

238 hedge funds and large institutions have $605M invested in abrdn Physical Gold Shares ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more call options, than puts

Call options by funds: $474K | Put options by funds: $12K

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14% more funds holding

Funds holding: 208238 (+30)

5% more capital invested

Capital invested by funds: $579M → $605M (+$26.4M)

0.24% more ownership

Funds ownership: 24.73%24.96% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
67
Reduced
69
Closed
16
Calls
$474K
Puts
$12K
Net Calls
+$462K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$207K +$203K +11,785 New
SWM
177
SeaCrest Wealth Management
New York
$204K
AWA
178
Acorn Wealth Advisors
Michigan
$201K +$197K +11,420 New
AA
179
Apriem Advisors
California
$195K -$8.62K -500 -4%
LTI
180
Laffer Tengler Investments
Tennessee
$193K +$21.8K +1,264 +13%
CFG
181
Citizens Financial Group
Rhode Island
$187K +$184K +10,676 New
ACM
182
Alpha Capital Management
Texas
$185K
SGCA
183
Steel Grove Capital Advisors
Tennessee
$184K
ANTB
184
AMG National Trust Bank
Colorado
$184K +$4.31K +250 +2%
GP
185
Greenline Partners
New York
$177K
SWA
186
SFMG Wealth Advisors
Texas
$176K -$2.98M -173,110 -95%
HAM
187
Hedges Asset Management
Nevada
$176K +$172K +10,000 New
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$176K +$176K +10,213 New
CFRPA
189
Castle Financial & Retirement Planning Associates
New Jersey
$168K +$165K +9,590 New
PA
190
Parallel Advisors
California
$131K
FAG
191
Fortitude Advisory Group
Washington
$119K +$117K +6,785 New
WFA
192
West Financial Advisors
Iowa
$112K +$110K +6,371 New
SSB
193
Sandy Spring Bank
Maryland
$111K
Simplex Trading
194
Simplex Trading
Illinois
$102K -$89.1K -5,171 -47%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$91K +$46.2K +2,680 +110%
EBA
196
Eagle Bay Advisors
New York
$88K
SC
197
SouthState Corp
Florida
$79K
AFG
198
Albion Financial Group
Utah
$74K
TCM
199
Tradewinds Capital Management
Washington
$67K -$345 -20 -0.5%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$66K +$64.6K +3,750 New

SGOL Hedge Fund Activity: Q4 2021 in Review

238 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2021, worth a combined $605M — up 4.6% from $579M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 16 closed out — a net gain of 31 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Cape Cod Five Cents Savings Bank, opening a new position worth an estimated $10.1M. The largest seller was Colony Group, cutting an estimated $36.3M.

  • 238 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $605M of abrdn Physical Gold Shares ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2021 was Cape Cod Five Cents Savings Bank, an estimated $10.1M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2021 was Colony Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.