We are live on ! Find out more
SGOL icon

abrdn Physical Gold Shares ETF

262 hedge funds and large institutions have $802M invested in abrdn Physical Gold Shares ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

34,214% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $14K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1.62% more ownership

Funds ownership: 29.64%31.26% (+1.6%)

1% more funds holding

Funds holding: 259262 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less capital invested

Capital invested by funds: $810M → $802M (-$8.21M)

26% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 90

Holders
262
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
28
Increased
67
Reduced
90
Closed
23
Calls
$4.8M
Puts
$14K
Net Calls
+$4.79M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
201
AMG National Trust Bank
Colorado
$184K
KeyBank National Association
202
KeyBank National Association
Ohio
$178K
SWA
203
SFMG Wealth Advisors
Texas
$177K -$258 -14 -0.1%
HAM
204
Hedges Asset Management
Nevada
$177K
PA
205
Parallel Advisors
California
$175K +$8.3K +450 +5%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$142K +$20.8K +1,130 +16%
CSC
207
Caldwell Sutter Capital
California
$124K -$2.3K -125 -2%
CFB
208
Cullen/Frost Bankers
Texas
$117K +$121K +6,588 New
RFG
209
RFP Financial Group
Georgia
$106K -$11.1K -600 -9%
WWP
210
WR Wealth Planners
Missouri
$88.5K
EBA
211
Eagle Bay Advisors
New York
$84.9K
GIA
212
GHP Investment Advisors
Colorado
$83.1K
SC
213
SouthState Corp
Florida
$79.6K
FPF
214
First Pacific Financial
Washington
$77.7K
AFG
215
Albion Financial Group
Utah
$74.7K
DFA
216
DHJJ Financial Advisors
Illinois
$70.8K +$73.7K +4,000 New
LFA
217
LGT Financial Advisors
Texas
$70.8K +$73.7K +4,000 New
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$68.6K
TCM
219
Tradewinds Capital Management
Washington
$67.6K -$89.4K -4,851 -56%
ADL
220
Asset Dedication LLC
California
$65K
SWM
221
Sanctuary Wealth Management
Idaho
$59K
Simplex Trading
222
Simplex Trading
Illinois
$58K -$52.6K -2,852 -46%
GFPC
223
Global Financial Private Client
Florida
$55.7K
SPIA
224
Steward Partners Investment Advisory
New York
$54.2K
WOSD
225
WFA of San Diego
California
$48.3K

SGOL Hedge Fund Activity: Q3 2023 in Review

262 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2023, worth a combined $802M — down 1% from $810M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SGOL positions and 23 closed out — a net gain of 5 holders — while 67 added to existing stakes and 90 trimmed.

The largest buyer was Jane Street, adding an estimated $15.3M. The largest seller was Virtu Financial, exiting entirely with an estimated $9.19M sold.

  • 262 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2023, up from 259 in Q2 2023.
  • Funds reported $802M of abrdn Physical Gold Shares ETF stock for Q3 2023, down 1% quarter-over-quarter.
  • 28 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2023 and 23 closed out, a net change of +5 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2023 was Jane Street, an estimated $15.3M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2023 was Virtu Financial, an estimated $9.19M sold.

Based on aggregated 13F filings for Q3 2023.