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SPDR Gold MiniShares Trust

225 hedge funds and large institutions have $2.64B invested in SPDR Gold MiniShares Trust in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

28% more capital invested

Capital invested by funds: $2.06B → $2.64B (+$576M)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

13% more funds holding

Funds holding: 200225 (+25)

3.02% more ownership

Funds ownership: 29.81%32.83% (+3%)

Holders
225
Holders Change
+25
Holders Change %
+12.5%
% of All Funds
3.98%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
48
Increased
102
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$24.2M +$23.9M +639,253 New
CPA
27
Capital Planning Advisors
California
$23.8M +$775K +20,720 +3%
CCP
28
Cardan Capital Partners
Colorado
$23.6M +$1.36M +36,400 +6%
BWA
29
Burt Wealth Advisors
Maryland
$21.7M +$319K +8,541 +2%
RJA
30
Raymond James & Associates
Florida
$17.6M +$1.12M +30,053 +7%
AssetMark Inc
31
AssetMark Inc
California
$16.8M +$2.15M +57,381 +15%
CCMG
32
Clark Capital Management Group
Pennsylvania
$12.8M +$2.56M +68,390 +25%
GAM
33
Gould Asset Management
California
$11.9M +$773K +20,665 +7%
QCM
34
Quest Capital Management
Texas
$11.2M +$11.1M +296,343 New
DF
35
Donoghue Forlines
Massachusetts
$10.7M -$953K -25,493 -8%
NA
36
Nottingham Advisors
New York
$10.2M +$6.58M +176,036 +186%
TC
37
TownSquare Capital
Utah
$9.28M +$2.76M +73,822 +43%
MW
38
MBL Wealth
North Carolina
$9.27M +$9.15M +244,776 New
JFA
39
JNBA Financial Advisors
Minnesota
$8.96M +$410K +10,966 +5%
Stifel Financial
40
Stifel Financial
Missouri
$8.65M +$8.54M +228,469 New
SWP
41
Stratos Wealth Partners
Ohio
$8.4M +$878K +23,490 +12%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$8.38M -$29.6M -791,745 -78%
FMP
43
Financial Management Professionals
Texas
$8.3M +$1.98M +52,894 +32%
RIS
44
Retirement Income Solutions
Michigan
$8.1M -$78.8K -2,109 -1%
TFA
45
TPG Financial Advisors
Oregon
$8.1M +$830K +22,201 +12%
KLI
46
Kelman-Lazarov Inc
Tennessee
$7.94M +$7.84M +209,601 New
Deutsche Bank
47
Deutsche Bank
Germany
$7.69M -$44.6K -1,193 -0.6%
Osaic Holdings
48
Osaic Holdings
Arizona
$7.47M +$175K +4,682 +2%
MML Investors Services
49
MML Investors Services
Massachusetts
$7.37M +$164K +4,382 +2%
Mariner
50
Mariner
Kansas
$7.35M -$554K -14,829 -7%