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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
MGP
1
Metis Global Partners
California
$76.9M +$6.61M +295,941 +9%
Bank of America
2
Bank of America
North Carolina
$74.3M -$214K -9,597 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$55.1M +$7.67M +343,538 +16%
HighTower Advisors
4
HighTower Advisors
Illinois
$46.6M -$7.67M -343,189 -14%
Wells Fargo
5
Wells Fargo
California
$43.4M +$2.48M +110,961 +6%
UBS Group
6
UBS Group
Switzerland
$33.4M -$747K -33,439 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28.9M +$858K +38,433 +3%
LPL Financial
8
LPL Financial
California
$17.4M +$714K +31,949 +4%
TCM
9
Towneley Capital Management
California
$17.4M -$414K -18,536 -2%
AIP
10
Almanack Investment Partners
Pennsylvania
$17M +$1.2M +53,837 +8%
EFG
11
Ethos Financial Group
Pennsylvania
$16.1M +$307K +13,734 +2%
WIM
12
Waverton Investment Management
United Kingdom
$14.7M -$8.94K -400 -0.1%
CC
13
Cypress Capital
Tennessee
$14.3M -$355K -15,878 -2%
KAS
14
Kestra Advisory Services
Texas
$14.1M +$1.23M +55,064 +9%
MLIM
15
Mountain Lake Investment Management
Florida
$14.1M +$223K +10,000 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$14M +$223K +9,982 +2%
ACG
17
Allen Capital Group
Nebraska
$13.9M -$159K -7,113 -1%
BTI
18
Blue Trust Inc
Georgia
$13.7M -$3.26K -146 -0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.2M +$117K +5,238 +1%
AWM
20
Ameliora Wealth Management
Switzerland
$11M -$346K -15,479 -3%
AMG
21
Advisors Management Group
Wisconsin
$10.9M -$108K -4,839 -1%
FIM
22
Freedom Investment Management
Connecticut
$10.5M -$1.69M -75,495 -14%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M -$290K -12,962 -3%
FFA
24
Farther Finance Advisors
California
$10.3M -$8.58K -384 -0.1%
BL
25
BFSG LLC
California
$9.27M -$77.8K -3,483 -0.8%

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.