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SPDR Gold MiniShares Trust

317 hedge funds and large institutions have $3.82B invested in SPDR Gold MiniShares Trust in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 109 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 88

20% more capital invested

Capital invested by funds: $3.19B → $3.82B (+$631M)

16% more funds holding

Funds holding: 274317 (+43)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.46% more ownership

Funds ownership: 61.79%63.25% (+1.5%)

Holders
317
Holders Change
+43
Holders Change %
+15.69%
% of All Funds
5.05%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.64%
New
70
Increased
109
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
101
Benjamin Edwards Inc
Missouri
$3.13M +$3.01M +80,098 New
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$3.12M +$7.4K +197 +0.2%
ULWM
103
Upper Left Wealth Management
Florida
$3.01M -$69.9K -1,860 -2%
TMAM
104
Tokio Marine Asset Management
Japan
$2.98M +$120K +3,200 +4%
PWM
105
Purus Wealth Management
California
$2.98M -$31.2K -830 -1%
AC
106
Abbrea Capital
California
$2.95M +$13.4K +357 +0.5%
AA
107
Advisory Alpha
Michigan
$2.88M +$219K +5,825 +9%
MAP
108
Managed Asset Portfolios
Michigan
$2.88M +$2.76M +73,500 New
CCA
109
Catalyst Capital Advisors
New York
$2.87M +$2.76M +73,500 New
MHIC
110
Marble Harbor Investment Counsel
Massachusetts
$2.8M -$113K -3,000 -4%
MCCP
111
Mission Creek Capital Partners
California
$2.72M -$5.67K -151 -0.2%
AWAU
112
Alliance Wealth Advisors (Utah)
Utah
$2.63M +$1.72M +45,657 +211%
SPA
113
Sentinel Pension Advisors
Massachusetts
$2.6M +$93.9K +2,501 +4%
CWM
114
Cabot Wealth Management
Massachusetts
$2.59M +$56.9K +1,514 +2%
IMC Chicago
115
IMC Chicago
Illinois
$2.57M +$270K +7,198 +12%
BEAM
116
Baker Ellis Asset Management
Washington
$2.57M -$10.3K -275 -0.4%
FFP
117
Forbes Financial Planning
Rhode Island
$2.56M +$2.46M +65,383 New
Mariner
118
Mariner
Kansas
$2.52M -$719K -19,137 -23%
EWM
119
Evercore Wealth Management
New York
$2.51M -$396K -10,550 -14%
LPAM
120
Lodestar Private Asset Management
California
$2.42M +$200K +5,321 +9%
MWA
121
Mills Wealth Advisors
Texas
$2.35M +$1.9M +50,454 +521%
BRWA
122
B. Riley Wealth Advisors
Florida
$2.34M +$2.25M +59,921 New
BAM
123
Belpointe Asset Management
Nevada
$2.25M +$6.05K +161 +0.3%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$2.21M +$1.54M +40,886 +261%
JCM
125
Jacobi Capital Management
Pennsylvania
$2.14M -$38.8K -1,033 -2%