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SPDR Gold MiniShares Trust

406 hedge funds and large institutions have $4.2B invested in SPDR Gold MiniShares Trust in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 23

19% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 130

8% more funds holding

Funds holding: 377406 (+29)

3% less capital invested

Capital invested by funds: $4.33B → $4.2B (-$127M)

2.62% less ownership

Funds ownership: 61.1%58.47% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

Holders
406
Holders Change
+29
Holders Change %
+7.69%
% of All Funds
5.86%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.51%
New
59
Increased
155
Reduced
130
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
301
Intrua Financial
Texas
$332K -$6.12K -132 -2%
PTC
302
Private Trust Company
Ohio
$318K
MWM
303
Modern Wealth Management
Kansas
$309K +$311K +6,715 New
SWP
304
ShoreHaven Wealth Partners
New Jersey
$303K -$973 -21 -0.3%
BAM
305
Belpointe Asset Management
Nevada
$300K +$25.6K +553 +9%
AP
306
Appleton Partners
Massachusetts
$298K -$13.9K -300 -4%
DC
307
DeDora Capital
California
$298K +$85.6K +1,848 +40%
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$296K +$298K +6,430 New
JF
309
Jump Financial
Illinois
$291K +$293K +6,317 New
GRP
310
Global Retirement Partners
California
$290K +$233K +5,035 +402%
LF
311
Lee Financial
Texas
$285K
SVWAG
312
Sound View Wealth Advisors Group
Georgia
$281K
WA
313
Waverly Advisors
Alabama
$279K +$281K +6,056 New
ML
314
McAdam LLC
Pennsylvania
$278K
AIM
315
Access Investment Management
Georgia
$277K +$30.1K +650 +12%
BCM
316
Birch Capital Management
Texas
$277K
AIM
317
Anchor Investment Management
South Carolina
$275K
HIMC
318
Heritage Investors Management Corp
Maryland
$262K
PCA
319
Prosperity Capital Advisors
Ohio
$246K +$247K +5,339 New
MA
320
MONECO Advisors
Connecticut
$242K +$243K +5,247 New
Empower Advisory Group
321
Empower Advisory Group
Colorado
$237K +$238K +5,144 New
Fidelity Investments
322
Fidelity Investments
Massachusetts
$228K -$24K -517 -9%
Victory Capital Management
323
Victory Capital Management
Texas
$220K -$23.8K -513 -10%
WA
324
WestEnd Advisors
North Carolina
$220K -$23.8K -513 -10%
ASN
325
Advisory Services Network
Georgia
$219K +$220K +4,750 New