SGOL icon

abrdn Physical Gold Shares ETF
SGOL

Overview Fund Activity

286 hedge funds and large institutions have $920M 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, 108 reducing their positions, and 28 closing their positions.

Holders
286
Holders Change
-7
Holders Change %
-2.39%
% of All Funds
4.15%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
25
Increased
69
Reduced
108
Closed
28
Calls
$3.17M
Puts
$201K
Net Calls
+$2.97M
Net Calls Change
-$715K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$37.2M
2
AMG
2
Advisors Management Group
Wisconsin
$10.5M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.24M
5
MFG
5
Merit Financial Group
Georgia
$5.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.07M
3
BTI
3
Blue Trust Inc
Georgia
$13.7M
4
BW
4
Bison Wealth
Georgia
$243K
5
Bank of America
5
Bank of America
North Carolina
$71.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$71.2M 3,351,871 -400,375 -11%
MGP
2
Metis Global Partners
California
$67.2M 3,164,772 -146,663 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$51.8M 2,440,571 -6,965 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$45.4M 2,135,143 -2,236,653 -51%
Wells Fargo
5
Wells Fargo
California
$39.1M 1,840,321 +437,905 +31%
GAA
6
Global Assets Advisory
Florida
$37.2M 797,211 +746,178 +1,462%
UBS Group
7
UBS Group
Switzerland
$32.6M 1,535,716 +19,457 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.8M 1,260,091 -57,112 -4%
TCM
9
Towneley Capital Management
California
$17M 799,908 -5,340 -0.7%
LPL Financial
10
LPL Financial
California
$16M 751,098 -91,969 -11%
EFG
11
Ethos Financial Group
Pennsylvania
$15.1M 710,560 +12,682 +2%
AIP
12
Almanack Investment Partners
Pennsylvania
$15.1M 710,017 +137,955 +24%
WIM
13
Waverton Investment Management
United Kingdom
$14.1M 662,090 -4,315 -0.6%
CC
14
Cypress Capital
Tennessee
$14M 657,873 +17,400 +3%
BTI
15
Blue Trust Inc
Georgia
$13.7M 644,456 -452,178 -41%
ACG
16
Allen Capital Group
Nebraska
$13.4M 633,168 -13,186 -2%
MLIM
17
Mountain Lake Investment Management
Florida
$13.3M 625,000 +2,000 +0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$13.1M 618,188 +162,638 +36%
KAS
19
Kestra Advisory Services
Texas
$12.3M 580,339 -10,558 -2%
FIM
20
Freedom Investment Management
Connecticut
$11.6M 546,669 -35,667 -6%
AWM
21
Ameliora Wealth Management
Switzerland
$10.8M 510,751 +24,840 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10.6M 496,734 -5,375 -1%
AMG
23
Advisors Management Group
Wisconsin
$10.5M 494,519 +494,519 New
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$10.1M 476,849 -9,610 -2%
FFA
25
Farther Finance Advisors
California
$9.88M 460,775 -216 -0%
1
2 3 4 5