We are live on ! Find out more
SGOL icon

abrdn Physical Gold Shares ETF

61 hedge funds and large institutions have $256M invested in abrdn Physical Gold Shares ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $5.7M | Put options by funds: $916K

0% more funds holding

Funds holding: 6161 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

11% less capital invested

Capital invested by funds: $288M → $256M (-$31.9M)

17.24% less ownership

Funds ownership: 321.91%304.67% (-17%)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
9
Reduced
18
Closed
7
Calls
$5.7M
Puts
$916K
Net Calls
+$4.79M
Net Calls Change
+$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
BlackRock Advisors
Delaware
$157M
BG
2
BlackRock Group
United Kingdom
$34.9M
UBS Group
3
UBS Group
Switzerland
$8.24M -$1.04M -94,840 -11%
BIM
4
BlackRock Investment Management
Delaware
$6.13M
VF
5
Virtu Financial
New York
$5.89M +$1.41M +127,980 +31%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.13M -$7.03K -640 -0.1%
GWM
7
Gupta Wealth Management
California
$3.79M +$820K +74,630 +27%
Morgan Stanley
8
Morgan Stanley
New York
$3.37M -$1.16M -105,160 -25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.3M +$8.46K +770 +0.4%
CWM
10
Concert Wealth Management
California
$2.26M -$1.88M -171,220 -45%
ACM
11
Avalon Capital Management
California
$2.18M +$2.2M +200,300 New
BlackRock
12
BlackRock
New York
$2.04M
AMM
13
American Money Management
California
$1.84M -$35.4K -3,220 -2%
NCM
14
Narwhal Capital Management
Georgia
$1.69M
Bank of America
15
Bank of America
North Carolina
$1.68M -$538K -48,980 -24%
Citadel Advisors
16
Citadel Advisors
Florida
$1.57M -$369K -33,570 -19%
M&T Bank
17
M&T Bank
New York
$1.45M -$1.08M -98,600 -43%
BIT
18
BlackRock Institutional Trust
California
$1.45M
Wells Fargo
19
Wells Fargo
California
$1.25M -$13.8K -1,260 -1%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.1M +$37.7K +3,430 +4%
SF
21
Synovus Financial
Georgia
$1.09M
LA
22
Lau Associates
Delaware
$1.05M -$8.43M -766,720 -89%
LPL Financial
23
LPL Financial
California
$722K -$178K -16,190 -20%
PHS
24
Pekin Hardy Strauss
Illinois
$673K -$13.2K -1,200 -2%
UMA
25
USA Mutuals Advisors
Texas
$654K

SGOL Hedge Fund Activity: Q3 2015 in Review

61 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q3 2015, worth a combined $256M — down 11% from $288M a quarter earlier.

Fund positioning in SGOL was balanced in Q3 2015: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 18 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.2M. The largest seller was Lau Associates, cutting an estimated $8.43M.

  • 61 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $256M of abrdn Physical Gold Shares ETF stock for Q3 2015, down 11% quarter-over-quarter.
  • 7 funds opened new abrdn Physical Gold Shares ETF positions in Q3 2015 and 7 closed out, a net change of 0 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q3 2015 was Avalon Capital Management, an estimated $2.2M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q3 2015 was Lau Associates, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2015.