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SPDR Gold MiniShares Trust

333 hedge funds and large institutions have $4.12B invested in SPDR Gold MiniShares Trust in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 99

8% more capital invested

Capital invested by funds: $3.82B → $4.12B (+$294M)

5% more funds holding

Funds holding: 317333 (+16)

3.25% more ownership

Funds ownership: 63.25%66.49% (+3.2%)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
333
Holders Change
+16
Holders Change %
+5.05%
% of All Funds
5.23%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
50
Increased
122
Reduced
99
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
226
Derbend Asset Management
Georgia
$331K
Lido Advisors
227
Lido Advisors
California
$327K +$16.1K +409 +5%
CHA
228
Carmichael Hill & Associates
Maryland
$321K +$298K +7,589 +905%
VBFP
229
Valtinson Bruner Financial Planning
Minnesota
$316K +$325K +8,285 New
FHC
230
First Heartland Consultants
Missouri
$315K -$66.6K -1,696 -17%
IAA
231
Independent Advisor Alliance
North Carolina
$314K
MA
232
Mutual Advisors
Nebraska
$313K +$79.5K +2,024 +33%
AI
233
Auour Investments
Massachusetts
$312K +$322K +8,199 New
WMS
234
Wealth Management Solutions
Pennsylvania
$309K -$46.4K -1,181 -13%
AP
235
Appleton Partners
Massachusetts
$298K +$667 +17 +0.2%
SWP
236
ShoreHaven Wealth Partners
New Jersey
$285K -$31.4K -800 -10%
PWM
237
Perigon Wealth Management
California
$280K +$289K +7,350 New
Victory Capital Management
238
Victory Capital Management
Texas
$279K -$3.49K -89 -1%
WA
239
WestEnd Advisors
North Carolina
$279K +$287K +7,324 New
WWM
240
Windsor Wealth Management
Indiana
$273K +$14.6K +371 +5%
CPW
241
Catalyst Private Wealth
California
$271K -$73K -1,859 -21%
CAL
242
Capital Analysts LLC
Pennsylvania
$266K -$37.3K -950 -12%
RW
243
Regimen Wealth
Georgia
$254K -$64.8K -1,652 -20%
IF
244
IRON Financial
Illinois
$249K -$1.77K -45 -0.7%
CA
245
CGN Advisors
Kansas
$249K +$257K +6,543 New
SAF
246
Smith Anglin Financial
Texas
$245K +$252K +6,430 New
DADC
247
D.A. Davidson & Co
Montana
$245K +$252K +6,419 New
VCA
248
Verdence Capital Advisors
Maryland
$240K +$248K +6,306 New
LF
249
Lee Financial
Texas
$236K
MFWP
250
Mosaic Family Wealth Partners
Missouri
$236K +$18.6K +473 +8%