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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
RWM
201
Ritholtz Wealth Management
New York
$292K +$293K +13,123 New
AC
202
AWM Capital
Arizona
$284K
TWM
203
Triton Wealth Management
Arizona
$277K +$269K +12,057 New
FD
204
Financial Designs
California
$275K +$30.2K +1,350 +12%
CA
205
CoreCap Advisors
Michigan
$275K +$277K +12,382 New
EFS
206
Essex Financial Services
Connecticut
$268K +$259K +11,595 New
EW
207
Evoke Wealth
California
$265K
VC
208
Vicus Capital
Pennsylvania
$263K +$4.31K +193 +2%
SFG
209
Sovereign Financial Group
Connecticut
$263K -$3.75K -168 -1%
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$258K -$88.9K -3,979 -26%
AA
211
Apriem Advisors
California
$253K -$4.47K -200 -2%
WBC
212
West Branch Capital
Massachusetts
$250K
CFP
213
Cascade Financial Partners
California
$246K -$27.3K -1,220 -10%
LP
214
LB Partners
Virginia
$244K
BW
215
Bison Wealth
Georgia
$243K
CSC
216
Caldwell Sutter Capital
California
$241K +$51.5K +2,305 +27%
SA
217
Sanctuary Advisors
Indiana
$240K +$240K +10,744 New
Brown Advisory
218
Brown Advisory
Maryland
$234K
SGCA
219
Steel Grove Capital Advisors
Tennessee
$233K
ACM
220
Alpha Capital Management
Texas
$232K
ANTB
221
AMG National Trust Bank
Colorado
$232K +$4.91K +220 +2%
AWM
222
Axxcess Wealth Management
California
$223K
HAM
223
Hedges Asset Management
Nevada
$222K
SWA
224
SFMG Wealth Advisors
Texas
$222K
RCAG
225
Rehmann Capital Advisory Group
Michigan
$218K

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.