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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
NFG
201
Next Financial Group
Texas
$53K +$2.22K +129 +4%
WOSD
202
WFA of San Diego
California
$49K +$47.6K +2,764 New
MIM
203
Macroview Investment Management
Maryland
$40K
PFA
204
Professional Financial Advisors
Nebraska
$38K
AA
205
AlphaMark Advisors
Kentucky
$35K
GI
206
Gradient Investments
Minnesota
$35K +$13.6K +791 +65%
CFGS
207
Concourse Financial Group Securities
Alabama
$33K
SCA
208
Snowden Capital Advisors
New York
$33K +$32.5K +1,888 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$31K
Citigroup
210
Citigroup
New York
$27K +$241 +14 +0.9%
GWM
211
Geneos Wealth Management
Colorado
$25K -$27K -1,569 -52%
SFM
212
Signet Financial Management
New Jersey
$24K +$23.9K +1,387 New
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K
TCOV
214
Trust Company of Vermont
Vermont
$18K +$17.2K +1,000 New
KPCM
215
Kings Point Capital Management
New York
$13K
CA
216
CoreCap Advisors
Michigan
$12K +$11.8K +685 New
CFD
217
Creative Financial Designs
Indiana
$12K +$12.1K +700 New
AF
218
Allworth Financial
California
$9K
EL
219
EMFO LLC
Florida
$9K
HI
220
Harbour Investments
Wisconsin
$8K -$14.9K -863 -67%
SPIA
221
Steward Partners Investment Advisory
New York
$7K -$1.48K -86 -17%
HDIM
222
Hanson & Doremus Investment Management
Vermont
$7K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$7K +$6.72K +390 New
APA
224
American Portfolios Advisors
New York
$6.36K +$6.24K +362 New
IPW
225
IronBridge Private Wealth
Texas
$5K

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.