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SPDR Gold MiniShares Trust

227 hedge funds and large institutions have $2.69B invested in SPDR Gold MiniShares Trust in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 69

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

2% more capital invested

Capital invested by funds: $2.64B → $2.69B (+$53.7M)

0.95% more ownership

Funds ownership: 32.83%33.78% (+0.95%)

1% more funds holding

Funds holding: 225227 (+2)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
3.99%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.4%
New
37
Increased
97
Reduced
69
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSG
51
Financial Strategies Group
Michigan
$7.52M +$7.9M +221,187 New
RIS
52
Retirement Income Solutions
Michigan
$7.25M -$25K -701 -0.3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$7.15M +$4.11M +115,220 +121%
SWP
54
Stratos Wealth Partners
Ohio
$6.32M -$1.28M -35,768 -16%
22CM
55
20/20 Capital Management
California
$5.69M +$65.8K +1,843 +1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$5.49M +$816K +22,847 +16%
EFM
57
E Fund Management
China
$5.41M +$5.68M +159,237 New
AI
58
Atria Investments
North Carolina
$5.41M +$3.83M +107,370 +208%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.28M -$1.4M -39,173 -20%
CAS
60
Cascadia Advisory Services
Oregon
$5.19M +$5.45M +152,568 New
CCMG
61
Clark Capital Management Group
Pennsylvania
$4.88M -$6.93M -194,086 -57%
VCM
62
Versant Capital Management
Arizona
$4.87M +$321K +8,987 +7%
TMAM
63
Tokio Marine Asset Management
Japan
$3.74M +$821K +23,000 +26%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$3.66M -$4.06M -113,606 -51%
AC
65
Abbrea Capital
California
$3.61M +$178K +4,980 +5%
HCM
66
Hudson Capital Management
New Jersey
$3.42M +$485K +13,576 +16%
Mariner
67
Mariner
Kansas
$3.33M -$3.43M -96,097 -50%
AAS
68
Avantax Advisory Services
Texas
$3.32M +$1.29M +36,266 +59%
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$3.28M -$399K -11,174 -10%
ZF
70
Zhang Financial
Michigan
$3.08M +$3.21M +89,837 New
HIA
71
Harbor Investment Advisory
Maryland
$2.93M +$169K +4,737 +6%
Creative Planning
72
Creative Planning
Kansas
$2.77M -$85.9K -2,406 -3%
State Street
73
State Street
Massachusetts
$2.69M +$2.83M +79,177 New
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$2.6M -$47.3K -1,324 -2%
EWMCB
75
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.58M +$212K +5,947 +9%