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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
BFA
201
Brown Financial Advisors
Ohio
$1.38M +$1.39M +30,044 New
LWL
202
Leo Wealth LLC
Texas
$1.37M +$11.8K +255 +0.9%
SAM
203
Stansberry Asset Management
Texas
$1.35M +$355K +7,659 +35%
VAS
204
Valicenti Advisory Services
New York
$1.33M -$42.2K -910 -3%
JMFC
205
J.M. Forbes & Co
Massachusetts
$1.32M
RBA
206
Richard Bernstein Advisors
New York
$1.32M -$116K -2,499 -8%
T
207
Tidemark
California
$1.29M -$10.9K -235 -0.8%
LEFP
208
Leading Edge Financial Planning
Tennessee
$1.26M +$83.5K +1,802 +7%
FNWA
209
Financial Network Wealth Advisors
Utah
$1.25M +$362K +7,814 +40%
TAM
210
Tocqueville Asset Management
New York
$1.2M -$18.3K -395 -1%
MFS
211
Mattson Financial Services
Michigan
$1.2M +$1.21M +26,029 New
BMWM
212
Brown Miller Wealth Management
Virginia
$1.18M -$53.1K -1,145 -4%
WTC
213
WhitTier Trust Company
Nevada
$1.18M
NAM
214
Nissay Asset Management
Japan
$1.12M +$1.13M +24,282 New
FFM
215
Fullerton Fund Management
Singapore
$1.1M +$1.11M +23,942 New
SL
216
SWMG LLC
Texas
$1.1M -$90.5K -1,954 -8%
RVM
217
Robinson Value Management
Texas
$1.06M +$46K +993 +5%
NEPWA
218
New England Private Wealth Advisors
Massachusetts
$1.05M +$1.06M +22,863 New
MOS
219
MGO One Seven
Ohio
$1.02M +$1.03M +22,170 New
HWA
220
Heritage Wealth Advisors
Virginia
$1.02M
RCM
221
Requisite Capital Management
Texas
$989K -$780K -16,826 -44%
CAM
222
Carret Asset Management
New York
$983K -$109K -2,342 -10%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$980K -$22.7K -490 -2%
TCMP
224
Thrive Capital Management (Pennsylvania)
Pennsylvania
$965K +$376K +8,107 +63%
Prudential Financial
225
Prudential Financial
New Jersey
$935K +$368K +7,944 +64%