We are live on ! Find out more
GLDM icon

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
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$21.2K +565 +5%
SPIA
202
Steward Partners Investment Advisory
New York
$461K +$442K +11,778 New
FEG
203
Financial Enhancement Group
Indiana
$450K -$31K -824 -7%
DC
204
Destiny Capital
Colorado
$442K -$18.1K -481 -4%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$428K +$7.29K +194 +2%
PC
206
Pecaut & Co
Iowa
$426K -$4.03M -107,220 -91%
SWM
207
Segment Wealth Management
Texas
$424K
V
208
Veritable
Delaware
$420K
BMWM
209
Brown Miller Wealth Management
Virginia
$399K +$14.9K +397 +4%
FHC
210
First Heartland Consultants
Missouri
$389K +$2.71K +72 +0.7%
WMS
211
Wealth Management Solutions
Pennsylvania
$363K +$349K +9,292 New
ACA
212
Aptus Capital Advisors
Alabama
$359K +$345K +9,183 New
ACM
213
Advisors Capital Management
New Jersey
$352K
CPW
214
Catalyst Private Wealth
California
$351K -$127K -3,379 -27%
DAM
215
Derbend Asset Management
Georgia
$340K +$56.3K +1,500 +21%
WT
216
Washington Trust
Rhode Island
$335K
RW
217
Regimen Wealth
Georgia
$325K +$313K +8,322 New
SWP
218
ShoreHaven Wealth Partners
New Jersey
$324K -$605K -16,104 -66%
IAA
219
Independent Advisor Alliance
North Carolina
$322K -$188K -5,008 -38%
Lido Advisors
220
Lido Advisors
California
$320K +$5.48K +146 +2%
CAL
221
Capital Analysts LLC
Pennsylvania
$311K +$14.3K +382 +5%
AP
222
Appleton Partners
Massachusetts
$305K
AWS
223
Atria Wealth Solutions
New York
$303K +$291K +7,746 New
WA
224
WestEnd Advisors
North Carolina
$290K -$199K -5,292 Closed
Victory Capital Management
225
Victory Capital Management
Texas
$290K +$278K +7,413 New