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abrdn Physical Gold Shares ETF

355 hedge funds and large institutions have $1.58B invested in abrdn Physical Gold Shares ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

832% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $268K

181% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.3B → $1.58B (+$286M)

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

10% more funds holding

Funds holding: 324355 (+31)

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.84% more ownership

Funds ownership: 34.1%34.95% (+0.84%)

Holders
355
Holders Change
+31
Holders Change %
+9.57%
% of All Funds
4.68%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
59
Increased
104
Reduced
103
Closed
21
Calls
$2.5M
Puts
$268K
Net Calls
+$2.23M
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$264M -$22.9K -900 -8%
MGP
2
Metis Global Partners
California
$118M +$1.66M +65,295 +1%
Bank of America
3
Bank of America
North Carolina
$86.2M +$2.73M +107,640 +3%
Wells Fargo
4
Wells Fargo
California
$68.8M +$14.2M +557,840 +25%
Morgan Stanley
5
Morgan Stanley
New York
$50.1M -$2.25M -88,422 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$49.4M -$909K -35,758 -2%
UBS Group
7
UBS Group
Switzerland
$46.6M +$4.05M +159,251 +9%
LPL Financial
8
LPL Financial
California
$34.3M +$11.8M +463,144 +51%
PC
9
Pureheart Capital
$29M +$29.4M +1,158,000 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.9M -$6.88M -270,582 -20%
JP Morgan Chase
11
JP Morgan Chase
New York
$26.7M +$4.59M +180,793 +20%
PPH
12
Pure Portfolios Holdings
Oregon
$26.6M +$1.32M +51,864 +5%
AIP
13
Almanack Investment Partners
Pennsylvania
$22.3M -$946K -37,229 -4%
EFG
14
Ethos Financial Group
Pennsylvania
$21.3M +$2.28M +89,717 +12%
TCM
15
Towneley Capital Management
California
$18M -$543K -21,361 -3%
Tudor Investment Corp
16
Tudor Investment Corp
Connecticut
$16.5M +$12.9M +506,363 +335%
WIM
17
Waverton Investment Management
United Kingdom
$15.3M -$798K -31,390 -5%
KAS
18
Kestra Advisory Services
Texas
$15.3M +$402K +15,830 +3%
ACG
19
Allen Capital Group
Nebraska
$14.4M -$1.06M -41,584 -7%
BTI
20
Blue Trust Inc
Georgia
$13.7M -$1.57M -61,848 -10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.5M +$60K +2,363 +0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.9M -$6.44M -253,585 -33%
FIM
23
Freedom Investment Management
Connecticut
$12.4M +$1.35M +53,318 +12%
AMG
24
Advisors Management Group
Wisconsin
$12.1M -$99.3K -3,908 -0.8%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$11.7M -$168K -6,631 -1%

SGOL Hedge Fund Activity: Q4 2024 in Review

355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q4 2024, worth a combined $1.58B — up 22% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SGOL positions and 21 closed out — a net gain of 38 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.2M. The largest seller was Quadrature Capital, exiting entirely with an estimated $35.7M sold.

  • 355 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q4 2024, up from 324 in Q3 2024.
  • Funds reported $1.58B of abrdn Physical Gold Shares ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 59 funds opened new abrdn Physical Gold Shares ETF positions in Q4 2024 and 21 closed out, a net change of +38 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q4 2024 was Wells Fargo, an estimated $14.2M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q4 2024 was Quadrature Capital, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2024.