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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
CWM
101
Cabot Wealth Management
Massachusetts
$1.35M +$343K +9,596 +32%
KWM
102
Kingsview Wealth Management
Oregon
$1.33M -$983K -27,529 -42%
CIA
103
Choate Investment Advisors
Massachusetts
$1.31M -$1.84M -51,501 -57%
CTC
104
Central Trust Company
Missouri
$1.1M -$139K -3,885 -11%
SPIA
105
Steward Partners Investment Advisory
New York
$1.09M -$14.3K -401 -1%
EAM
106
Evanson Asset Management
California
$1.07M -$171K -4,797 -13%
DI
107
Diligent Investors
California
$1.04M +$1.78K +50 +0.2%
ECG
108
Edge Capital Group
Georgia
$965K -$962K -26,937 -49%
AWA
109
Acorn Wealth Advisors
Michigan
$925K +$145K +4,055 +18%
TAM
110
Tocqueville Asset Management
New York
$921K +$7.43K +208 +0.8%
Kayne Anderson Rudnick Investment Management
111
Kayne Anderson Rudnick Investment Management
California
$914K +$887K +24,848 +1,217%
RBA
112
Richard Bernstein Advisors
New York
$893K -$13K -364 -1%
AF
113
Advisornet Financial
Minnesota
$881K +$121K +3,400 +15%
BWA
114
Beam Wealth Advisors
Louisiana
$807K +$42.4K +1,189 +5%
PAG
115
Private Advisor Group
New Jersey
$778K -$3.12M -87,287 -79%
Cerity Partners
116
Cerity Partners
New York
$771K -$24.2K -677 -3%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$767K -$196K -5,500 -20%
SPC
118
Sigma Planning Corp
Michigan
$762K +$800K +22,418 New
IA
119
IndexIQ Advisors
New York
$736K +$501K +14,028 +184%
TRCT
120
Tower Research Capital (TRC)
New York
$733K -$421K -11,781 -35%
Truist Financial
121
Truist Financial
North Carolina
$679K +$189K +5,291 +36%
FHA
122
Flagship Harbor Advisors
Massachusetts
$657K +$51.8K +1,450 +8%
GCA
123
Gradient Capital Advisors
California
$646K +$118K +3,302 +21%
WC
124
Weil Company
California
$634K
EWM
125
Evercore Wealth Management
New York
$615K +$646K +18,095 New