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SPDR Gold MiniShares Trust

59 hedge funds and large institutions have $445M invested in SPDR Gold MiniShares Trust in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $317M → $445M (+$129M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more funds holding

Funds holding: 4659 (+13)

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
21
Increased
29
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cassaday & Co
Virginia
$111M -$298K -11,453 -0.3%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$97M +$7.24M +277,881 +8%
3AM
3
3EDGE Asset Management
Florida
$53.9M +$23.2M +889,730 +74%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.5M -$1.56M -59,952 -5%
FI
5
FormulaFolio Investments
Michigan
$25M +$25.2M +966,943 New
UBS Group
6
UBS Group
Switzerland
$21.4M +$20.3M +780,387 +1,655%
PI
7
PFS Investments
Georgia
$12.3M +$1.57M +60,292 +15%
Cohen & Steers
8
Cohen & Steers
New York
$12M +$2.1M +80,750 +21%
CPA
9
Capital Planning Advisors
California
$11.8M +$11.9M +457,954 New
CCMG
10
Clark Capital Management Group
Pennsylvania
$7.74M -$272K -10,451 -3%
AIS
11
American Investment Services
Massachusetts
$7.69M +$1.71M +65,820 +28%
SEI Investments
12
SEI Investments
Pennsylvania
$7.47M +$5.9M +226,400 +360%
AI
13
Atria Investments
North Carolina
$6.7M +$6.26M +240,381 +1,255%
TF
14
Trek Financial
Arizona
$5.68M +$5.73M +220,161 New
FC
15
Fore Capital
New York
$5.16M +$5.21M +200,000 New
NEIRG
16
New England Investment & Retirement Group
Massachusetts
$5.01M +$4.91M +188,366 +3,359%
RJA
17
Raymond James & Associates
Florida
$4.93M +$3.63M +139,327 +270%
Bank of America
18
Bank of America
North Carolina
$3.31M +$137K +5,275 +4%
FWM
19
Focused Wealth Management
New York
$2.52M +$2.55M +97,737 +3,257,900%
VanEck Associates
20
VanEck Associates
New York
$2.33M +$645K +24,746 +38%
GLI
21
Guardian Life Insurance
New York
$1.9M +$775K +29,762 +68%
MHIC
22
Marble Harbor Investment Counsel
Massachusetts
$1.52M +$59.9K +2,300 +4%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$1.45M +$469K +18,000 +47%
BS
24
Boenning & Scattergood
Pennsylvania
$838K +$846K +32,461 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$752K +$758K +29,118 New