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abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

258 hedge funds and large institutions have $806M invested in abrdn Physical Gold Shares ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
4.07%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
89
Reduced
68
Closed
10
Calls
$1.38M
Puts
$4K
Net Calls
+$1.38M
Net Calls Change
+$442K

Top Buyers

1
MGP
Metis Global Partners
California
$51.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.2M
3
FIM
Freedom Investment Management
Connecticut
$12.9M
4
Jane Street
Jane Street
New York
$21.3M
5
VF
Virtu Financial
New York
$9.19M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
$0
2
BPA
Beacon Pointe Advisors
California
$1.53M
3
RJA
Raymond James & Associates
Florida
$1.22M
4
IA
IFP Advisors
Florida
$1.91M
5
NYLIM
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
176
Vontobel Holding
Switzerland
$294K -$31.2K -1,700 -10%
RSWM
177
Robertson Stephens Wealth Management
California
$291K – – –
GT
178
Glenmede Trust
Pennsylvania
$288K – – –
Mariner
179
Mariner
Kansas
$280K -$18.5K -1,005 -6%
BFA
180
Beaumont Financial Advisors
Massachusetts
$279K +$8.73K +475 +3%
CIC
181
Cutler Investment Counsel
Oregon
$276K – – –
GCM
182
Gunderson Capital Management
South Carolina
$276K +$276K +15,000 New
AF
183
Advisornet Financial
Minnesota
$270K – – –
SW
184
SlateStone Wealth
Florida
$270K -$98.3K -5,350 -27%
CWA
185
Capital Wealth Alliance
Arizona
$264K – – –
ULWM
186
Upper Left Wealth Management
Florida
$253K -$735 -40 -0.3%
LB
187
Legacy Bridge
Iowa
$248K – – –
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$247K +$247K +13,441 New
IWM
189
IHT Wealth Management
Illinois
$244K +$18.5K +1,006 +8%
KDA
190
Kraft Davis & Associates
Missouri
$241K +$241K +13,197 New
WBC
191
West Branch Capital
Massachusetts
$239K – – –
AAIM
192
Asset Advisors Investment Management
Georgia
$239K – – –
CW
193
CreativeOne Wealth
Kansas
$222K -$46.9K -2,547 -17%
SL
194
Savior LLC
Massachusetts
$215K +$215K +11,705 New
AA
195
Apriem Advisors
California
$213K – – –
FD
196
Financial Designs
California
$203K – – –
PPWM
197
Paragon Private Wealth Management
Kentucky
$196K +$196K +10,646 New
SGCA
198
Steel Grove Capital Advisors
Tennessee
$193K – – –
ANTB
199
AMG National Trust Bank
Colorado
$191K – – –
ACM
200
Alpha Capital Management
Texas
$189K – – –
6 7
8
9 10