We are live on ! Find out more
GLDM icon

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
Truist Financial
101
Truist Financial
North Carolina
$5.14M +$1.4M +30,319 +37%
CCG
102
Chatham Capital Group
Georgia
$5.14M +$763K +16,476 +17%
SWM
103
Stapp Wealth Management
Washington
$5.1M -$100K -2,165 -2%
ACS
104
Archford Capital Strategies
Illinois
$5.05M +$75.1K +1,620 +1%
AWP
105
Accretive Wealth Partners
New Jersey
$5.05M -$13.7K -295 -0.3%
BFA
106
Beaumont Financial Advisors
Massachusetts
$4.98M +$5.01M +108,036 New
ZF
107
Zhang Financial
Michigan
$4.93M +$116K +2,493 +2%
AAS
108
Avantax Advisory Services
Texas
$4.93M +$288K +6,206 +6%
FEG
109
Financial Enhancement Group
Indiana
$4.9M -$70.7K -1,525 -1%
APA
110
Astoria Portfolio Advisors
New York
$4.89M +$144K +3,105 +3%
MCC
111
Money Concepts Capital
Florida
$4.69M -$3.51M -75,687 -43%
PSA
112
Plum Street Advisors
Louisiana
$4.66M -$136K -2,938 -3%
AWAU
113
Alliance Wealth Advisors (Utah)
Utah
$4.6M +$1.93M +41,660 +72%
AT
114
American Trust
Kentucky
$4.51M -$327K -7,065 -7%
IWS
115
Integrity Wealth Solutions
Colorado
$4.49M +$29.8K +643 +0.7%
IWA
116
Inspirion Wealth Advisors
Illinois
$4.42M +$2.04K +44 +0%
SWA
117
Stratos Wealth Advisors
Ohio
$4.27M +$4.3M +92,715 New
MML Investors Services
118
MML Investors Services
Massachusetts
$4.19M +$165K +3,553 +4%
SA
119
Sanctuary Advisors
Indiana
$4.04M +$4.04M +87,188 New
PWG
120
Portside Wealth Group
Utah
$4.03M +$868K +18,722 +27%
AC
121
Abbrea Capital
California
$3.93M +$82.9K +1,790 +2%
EMAM
122
Encompass More Asset Management
California
$3.92M +$304K +6,568 +8%
FA
123
Fortis Advisors
Pennsylvania
$3.9M -$49.4K -1,065 -1%
PWM
124
Purus Wealth Management
California
$3.89M +$60K +1,294 +2%
NI
125
NDVR Inc
Massachusetts
$3.81M -$788K -17,000 -17%