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SPDR Gold MiniShares Trust

333 hedge funds and large institutions have $4.12B invested in SPDR Gold MiniShares Trust in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 99

8% more capital invested

Capital invested by funds: $3.82B → $4.12B (+$294M)

5% more funds holding

Funds holding: 317333 (+16)

3.25% more ownership

Funds ownership: 63.25%66.49% (+3.2%)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
333
Holders Change
+16
Holders Change %
+5.05%
% of All Funds
5.23%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
50
Increased
122
Reduced
99
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
126
Prime Capital Investment Advisors
Kansas
$2.65M +$2.73M +69,581 New
AA
127
Advisory Alpha
Michigan
$2.6M -$223K -5,669 -8%
EWM
128
Evercore Wealth Management
New York
$2.55M +$110K +2,813 +4%
FFP
129
Forbes Financial Planning
Rhode Island
$2.54M +$50K +1,275 +2%
MCCP
130
Mission Creek Capital Partners
California
$2.54M -$120K -3,049 -4%
CWM
131
Cabot Wealth Management
Massachusetts
$2.53M +$9.34K +238 +0.4%
AWS
132
Atria Wealth Solutions
New York
$2.51M +$2.28M +58,043 +749%
LPAM
133
Lodestar Private Asset Management
California
$2.42M +$70.8K +1,803 +3%
BEAM
134
Baker Ellis Asset Management
Washington
$2.42M -$78.5K -2,000 -3%
KIA
135
Kraematon Investment Advisors
Massachusetts
$2.4M +$415K +10,575 +20%
CW
136
CreativeOne Wealth
Kansas
$2.22M +$1.8M +45,900 +369%
QC
137
Quent Capital
New York
$2.2M +$424K +10,808 +23%
AWAU
138
Alliance Wealth Advisors (Utah)
Utah
$2.15M -$423K -10,770 -16%
JCM
139
Jacobi Capital Management
Pennsylvania
$2.15M +$69.7K +1,775 +3%
GM
140
GeoWealth Management
Illinois
$2.11M +$178K +4,524 +9%
BCI
141
Brinker Capital Investments
Pennsylvania
$2.03M +$59.1K +1,506 +3%
OPS
142
Orion Portfolio Solutions
Nebraska
$2.03M +$59.1K +1,506 +3%
AWA
143
Arete Wealth Advisors
Illinois
$2M +$2.07M +52,625 New
CA
144
Cambridge Associates
Massachusetts
$1.96M
MWA
145
Mills Wealth Advisors
Texas
$1.93M -$372K -9,484 -16%
WCFA
146
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$142K +3,615 +8%
OCPWS
147
One Charles Private Wealth Services
Massachusetts
$1.84M +$1.28M +32,672 +208%
Franklin Resources
148
Franklin Resources
California
$1.82M
LNC
149
Lincoln National Corp
Pennsylvania
$1.8M +$416K +10,608 +29%
SC
150
Scotia Capital
Ontario, Canada
$1.79M -$78.5K -1,999 -4%