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abrdn Physical Gold Shares ETF

304 hedge funds and large institutions have $968M invested in abrdn Physical Gold Shares ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,464% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $70K

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

6% more funds holding

Funds holding: 287304 (+17)

5% more capital invested

Capital invested by funds: $924M → $968M (+$43.7M)

0.12% more ownership

Funds ownership: 30.72%30.84% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

30% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 100

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
4.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
38
Increased
70
Reduced
100
Closed
17
Calls
$1.79M
Puts
$70K
Net Calls
+$1.73M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
176
Financial Insights
Washington
$410K -$150K -6,718 -27%
FCT
177
Family Capital Trust
Massachusetts
$405K
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$396K +$10.1K +450 +3%
SPIO
179
Seven Post Investment Office
California
$395K -$31.2K -1,396 -7%
VFA
180
Valeo Financial Advisors
Indiana
$387K
WS
181
Wedbush Securities
California
$373K -$11.9K -533 -3%
Lido Advisors
182
Lido Advisors
California
$372K
AMM
183
American Money Management
California
$369K
NFG
184
Northeast Financial Group
Pennsylvania
$360K -$203K -9,073 -36%
BFA
185
Beaumont Financial Advisors
Massachusetts
$358K
KDA
186
Kraft Davis & Associates
Missouri
$351K +$49.1K +2,200 +17%
AAIM
187
Asset Advisors Investment Management
Georgia
$346K
AWA
188
Arete Wealth Advisors
Illinois
$339K -$54.4K -2,437 -14%
CIA
189
Concurrent Investment Advisors
Florida
$337K
ULWM
190
Upper Left Wealth Management
Florida
$334K -$24.7K -1,105 -7%
CIC
191
Cutler Investment Counsel
Oregon
$333K
SW
192
SlateStone Wealth
Florida
$322K -$4.47K -200 -1%
DADC
193
D.A. Davidson & Co
Montana
$320K -$38.3K -1,715 -11%
CWA
194
Capital Wealth Alliance
Arizona
$320K
RBFC
195
Roman Butler Fullerton & Co
Missouri
$315K +$311K +13,913 New
Empower Advisory Group
196
Empower Advisory Group
Colorado
$311K
GT
197
Glenmede Trust
Pennsylvania
$306K
AF
198
Advisornet Financial
Minnesota
$301K
SCM
199
Saxony Capital Management
Missouri
$300K +$63.1K +2,826 +26%
Corient Private Wealth
200
Corient Private Wealth
Florida
$300K +$12K +538 +4%

SGOL Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q2 2024, worth a combined $968M — up 4.7% from $924M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SGOL positions and 17 closed out — a net gain of 21 holders — while 70 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.67M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $37.2M sold.

  • 304 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $968M of abrdn Physical Gold Shares ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 38 funds opened new abrdn Physical Gold Shares ETF positions in Q2 2024 and 17 closed out, a net change of +21 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q2 2024 was Morgan Stanley, an estimated $7.67M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q2 2024 was Global Assets Advisory, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.