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abrdn Physical Gold Shares ETF
SGOL

287 hedge funds and large institutions have $924M invested in abrdn Physical Gold Shares ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,476% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $201K

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

3% more capital invested

Capital invested by funds: $900M → $924M (+$24.5M)

1.42% less ownership

Funds ownership: 32.14% → 30.72% (-1.4%)

2% less funds holding

Funds holding: 294 → 287 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

37% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 109

Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
4.13%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
25
Increased
69
Reduced
109
Closed
28
Calls
$3.17M
Puts
$201K
Net Calls
+$2.97M
Net Calls Change
-$715K

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$14.8M
2
AMG
Advisors Management Group
Wisconsin
+$9.8M
3
Wells Fargo
Wells Fargo
California
+$8.67M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.73M
5
MFG
Merit Financial Group
Georgia
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$44.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$10M
3
BTI
Blue Trust Inc
Georgia
-$8.96M
4
BW
Bison Wealth
Georgia
-$8.02M
5
Bank of America
Bank of America
North Carolina
-$7.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
201
AWM Capital
Arizona
$272K – – –
M&T Bank
202
M&T Bank
New York
$266K +$248K +12,543 New
SFG
203
Sovereign Financial Group
Connecticut
$255K +$495 +25 +0.2%
EW
204
Evoke Wealth
California
$254K – – –
VC
205
Vicus Capital
Pennsylvania
$248K -$1.92K -97 -0.8%
AA
206
Apriem Advisors
California
$246K – – –
BW
207
Bison Wealth
Georgia
$243K -$8.02M -405,123 -97%
WBC
208
West Branch Capital
Massachusetts
$239K – – –
FD
209
Financial Designs
California
$234K +$219K +11,035 New
LP
210
LB Partners
Virginia
$234K – – –
EWM
211
Endowment Wealth Management
Wisconsin
$233K – – –
SCM
212
Saxony Capital Management
Missouri
$227K +$211K +10,666 New
Tudor Investment Corp
213
Tudor Investment Corp
Connecticut
$224K +$209K +10,535 New
Brown Advisory
214
Brown Advisory
Maryland
$223K -$132K -6,680 -39%
SGCA
215
Steel Grove Capital Advisors
Tennessee
$223K – – –
ACM
216
Alpha Capital Management
Texas
$222K – – –
ANTB
217
AMG National Trust Bank
Colorado
$217K -$3.96K -200 -2%
TSS
218
Two Sigma Securities
New York
$214K +$199K +10,069 New
AWM
219
Axxcess Wealth Management
California
$213K – – –
HAM
220
Hedges Asset Management
Nevada
$212K – – –
SWA
221
SFMG Wealth Advisors
Texas
$212K – – –
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$209K +$39.3K +1,985 +25%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$208K +$194K +9,807 New
CAG
224
Curtis Advisory Group
California
$206K +$192K +9,700 New
Simplex Trading
225
Simplex Trading
Illinois
$203K -$356K -17,971 -65%
7 8
9
10 11

SGOL Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2024, worth a combined $924M — up 2.7% from $900M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SGOL and 25 opened new positions — a net loss of 3 holders — while 109 trimmed existing stakes and 69 added.

The largest buyer was Global Assets Advisory, adding an estimated $14.8M. The largest seller was Morgan Stanley, cutting an estimated $44.3M.

  • 287 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2024, down from 294 in Q4 2023.
  • Funds reported $924M of abrdn Physical Gold Shares ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 25 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2024 and 28 closed out, a net change of -3 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $14.8M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q1 2024 was Morgan Stanley, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2024.