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
Bank of America
1
Bank of America
North Carolina
$69.3M +$46.3K +2,511 +0.1%
BTI
2
Blue Trust Inc
Georgia
$55.6M +$3.98M +216,008 +8%
MGP
3
Metis Global Partners
California
$50.6M +$1.21M +65,387 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$43.6M +$119K +6,460 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$41.1M -$1.66M -90,015 -4%
Jane Street
6
Jane Street
New York
$35.2M +$15.3M +828,144 +71%
UBS Group
7
UBS Group
Switzerland
$28.1M +$468K +25,403 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.2M -$24.7K -1,338 -0.1%
Wells Fargo
9
Wells Fargo
California
$23.5M +$3.12M +169,160 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.5M -$179K -9,734 -1%
LPL Financial
11
LPL Financial
California
$14.5M +$909K +49,332 +6%
WWM
12
WT Wealth Management
Arizona
$13.5M +$4.2M +227,599 +42%
ACG
13
Allen Capital Group
Nebraska
$12.5M +$136K +7,389 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$5.27M -285,985 -29%
WIM
15
Waverton Investment Management
United Kingdom
$12M +$823K +44,620 +7%
MLIM
16
Mountain Lake Investment Management
Florida
$11.9M -$147K -8,000 -1%
EFG
17
Ethos Financial Group
Pennsylvania
$11.8M +$2.36M +127,817 +24%
FIM
18
Freedom Investment Management
Connecticut
$11.5M -$964K -52,307 -7%
CC
19
Cypress Capital
Tennessee
$10.9M +$11.8K +639 +0.1%
KAS
20
Kestra Advisory Services
Texas
$10.1M +$693K +37,577 +7%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$8.77M +$117K +6,373 +1%
AWM
22
Ameliora Wealth Management
Switzerland
$8.62M +$2.66M +144,085 +42%
FFA
23
Farther Finance Advisors
California
$8.37M +$3.72M +201,705 +74%
AIP
24
Almanack Investment Partners
Pennsylvania
$8.22M -$3.86M -209,459 -31%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.07M +$202K +10,982 +2%