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abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $708M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,280% more call options, than puts

Call options by funds: $976K | Put options by funds: $41K

30% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 60

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

0% more funds holding

Funds holding: 241241 (0)

3.08% less ownership

Funds ownership: 29.07%25.99% (-3.1%)

53% less capital invested

Capital invested by funds: $1.51B → $708M (-$798M)

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
3.84%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
33
Increased
78
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
176
Upper Left Wealth Management
Florida
$260K +$5.73K +316 +2%
CFO
177
Collective Family Office
Pennsylvania
$256K +$246K +13,571 New
LB
178
Legacy Bridge
Iowa
$255K
WBC
179
West Branch Capital
Massachusetts
$246K
AAIM
180
Asset Advisors Investment Management
Georgia
$245K
WS
181
Wedbush Securities
California
$239K +$229K +12,646 New
IWM
182
IHT Wealth Management
Illinois
$232K +$222K +12,276 New
AA
183
Apriem Advisors
California
$218K
FD
184
Financial Designs
California
$208K -$544 -30 -0.3%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$203K +$195K +10,779 New
SGCA
186
Steel Grove Capital Advisors
Tennessee
$198K
ANTB
187
AMG National Trust Bank
Colorado
$196K
CS
188
Credit Suisse
Switzerland
$194K
TCWA
189
Ten Capital Wealth Advisors
Washington
$191K +$183K +10,113 New
KeyBank National Association
190
KeyBank National Association
Ohio
$189K
SWA
191
SFMG Wealth Advisors
Texas
$189K
HAM
192
Hedges Asset Management
Nevada
$189K
ACM
193
Alpha Capital Management
Texas
$189K
PA
194
Parallel Advisors
California
$178K +$18.1K +1,000 +12%
SSB
195
Sandy Spring Bank
Maryland
$122K
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$116K +$103K +5,661 +1,112%
ARS
197
Adirondack Retirement Specialists
New York
$105K +$17.2K +950 +21%
WWP
198
WR Wealth Planners
Missouri
$94.3K +$90.6K +5,000 New
EBA
199
Eagle Bay Advisors
New York
$90.6K
GIA
200
GHP Investment Advisors
Colorado
$85K

SGOL Hedge Fund Activity: Q1 2023 in Review

241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2023, worth a combined $708M — down 53% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SGOL positions and 26 closed out — a net gain of 7 holders — while 78 added to existing stakes and 60 trimmed.

The largest buyer was Allen Capital Group, opening a new position worth an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $148M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $708M of abrdn Physical Gold Shares ETF stock for Q1 2023, down 53% quarter-over-quarter.
  • 33 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2023 and 26 closed out, a net change of +7 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q1 2023 was Allen Capital Group, an estimated $11.9M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q1 2023 was Jane Street, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.