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abrdn Physical Gold Shares ETF

241 hedge funds and large institutions have $1.51B invested in abrdn Physical Gold Shares ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $591M → $1.51B (+$915M)

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

10% more funds holding

Funds holding: 220241 (+21)

3.64% more ownership

Funds ownership: 25.43%29.07% (+3.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

30% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.63M

Holders
241
Holders Change
+21
Holders Change %
+9.55%
% of All Funds
3.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
47
Increased
57
Reduced
76
Closed
22
Calls
$1.14M
Puts
$1.63M
Net Calls
-$489K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
201
Tandem Wealth Advisors
Arizona
$65.3K +$61.9K +3,735 New
ADL
202
Asset Dedication LLC
California
$65K -$7.16K -432 -11%
GFPC
203
Global Financial Private Client
Florida
$60K -$1.21K -73 -2%
SWM
204
Sanctuary Wealth Management
Idaho
$58.3K +$55.3K +3,335 New
USCWA
205
U.S. Capital Wealth Advisors
Texas
$52.4K +$49.7K +3,000 New
WOSD
206
WFA of San Diego
California
$48.3K +$45.8K +2,764 New
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$46.3K -$11.6K -700 -21%
LS
208
Leelyn Smith
Illinois
$41.5K +$12K +725 +44%
MIM
209
Macroview Investment Management
Maryland
$39.3K
SPIA
210
Steward Partners Investment Advisory
New York
$30.8K +$11.5K +696 +65%
DWP
211
Destiny Wealth Partners
Florida
$30.3K +$28.8K +1,734 New
Citigroup
212
Citigroup
New York
$26.3K -$232 -14 -0.9%
MCC
213
Money Concepts Capital
Florida
$23.9K
AAG
214
Armstrong Advisory Group
Massachusetts
$23.6K +$22.4K +1,350 New
SFG
215
Steward Financial Group
Texas
$23K +$22.7K +1,371 New
Fidelity Investments
216
Fidelity Investments
Massachusetts
$21.8K +$20.7K +1,250 New
GRP
217
Global Retirement Partners
California
$20.5K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K
RWPA
219
Richard W. Paul & Associates
Michigan
$16.6K +$15.8K +950 New
CWC
220
Carolinas Wealth Consulting
North Carolina
$15.2K +$14.4K +871 New
FHA
221
First Horizon Advisors
Tennessee
$15.2K
JFG
222
JDM Financial Group
Texas
$14.8K +$14.1K +850 New
CT
223
Colonial Trust
South Carolina
$9.73K +$9.23K +557 New
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$8.89K +$8.44K +509 New
EL
225
EMFO LLC
Florida
$8.73K

SGOL Hedge Fund Activity: Q4 2022 in Review

241 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2022, worth a combined $1.51B — up 155% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SGOL positions and 22 closed out — a net gain of 25 holders — while 57 added to existing stakes and 76 trimmed.

The largest buyer was Jane Street, adding an estimated $90.3M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 241 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2022, up from 220 in Q3 2022.
  • Funds reported $1.51B of abrdn Physical Gold Shares ETF stock for Q4 2022, up 155% quarter-over-quarter.
  • 47 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2022 and 22 closed out, a net change of +25 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2022 was Jane Street, an estimated $90.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2022 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.