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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

240 hedge funds and large institutions have $705M invested in abrdn Physical Gold Shares ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
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
77
Reduced
60
Closed
26
Calls
$976K
Puts
$41K
Net Calls
+$935K
Net Calls Change
+$1.42M

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$12.4M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$12.6M
3
EF
3
Empowered Funds
Pennsylvania
$11.7M
4
BTI
4
Blue Trust Inc
Georgia
$42.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.9M
2
SAM
2
Synergy Asset Management
Washington
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$27.8M
5
MWA
5
Mills Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
176
Collective Family Office
Pennsylvania
$256K +$256K +13,571 New
LB
177
Legacy Bridge
Iowa
$255K – – –
WBC
178
West Branch Capital
Massachusetts
$246K – – –
AAIM
179
Asset Advisors Investment Management
Georgia
$245K – – –
WS
180
Wedbush Securities
California
$239K +$239K +12,646 New
IWM
181
IHT Wealth Management
Illinois
$232K +$232K +12,276 New
AA
182
Apriem Advisors
California
$218K – – –
FD
183
Financial Designs
California
$208K -$566 -30 -0.3%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$203K +$203K +10,779 New
SGCA
185
Steel Grove Capital Advisors
Tennessee
$198K – – –
ANTB
186
AMG National Trust Bank
Colorado
$196K – – –
CS
187
Credit Suisse
Switzerland
$194K – – –
TCWA
188
Ten Capital Wealth Advisors
Washington
$191K +$191K +10,113 New
KeyBank National Association
189
KeyBank National Association
Ohio
$189K – – –
SWA
190
SFMG Wealth Advisors
Texas
$189K – – –
HAM
191
Hedges Asset Management
Nevada
$189K – – –
ACM
192
Alpha Capital Management
Texas
$189K – – –
PA
193
Parallel Advisors
California
$178K +$18.9K +1,000 +12%
SSB
194
Sandy Spring Bank
Maryland
$122K – – –
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$116K +$107K +5,661 +1,112%
ARS
196
Adirondack Retirement Specialists
New York
$105K +$18.4K +950 +21%
WWP
197
WR Wealth Planners
Missouri
$94.4K +$94.4K +5,000 New
EBA
198
Eagle Bay Advisors
New York
$90.6K – – –
GIA
199
GHP Investment Advisors
Colorado
$85K – – –
SC
200
SouthState Corp
Florida
$84.9K – – –
6 7
8
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