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SPDR Gold MiniShares Trust

71 hedge funds and large institutions have $546M invested in SPDR Gold MiniShares Trust in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

34.09% more ownership

Funds ownership: 0%34.09% (+34%)

22% more capital invested

Capital invested by funds: $445M → $546M (+$100M)

20% more funds holding

Funds holding: 5971 (+12)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
23
Increased
22
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cassaday & Co
Virginia
$124M +$2.38M +91,210 +2%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$103M -$2.48M -94,981 -3%
3AM
3
3EDGE Asset Management
Florida
$99.5M +$37.8M +1,445,216 +69%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.7M -$2.16M -82,739 -8%
FI
5
FormulaFolio Investments
Michigan
$27M -$266K -10,178 -1%
AIS
6
American Investment Services
Massachusetts
$22.8M +$13.3M +509,949 +171%
Cohen & Steers
7
Cohen & Steers
New York
$15.3M +$1.97M +75,200 +16%
CPA
8
Capital Planning Advisors
California
$14.5M +$1.45M +55,418 +12%
PI
9
PFS Investments
Georgia
$13.1M -$151K -5,761 -1%
UBS Group
10
UBS Group
Switzerland
$12.4M -$10.2M -389,165 -47%
SEI Investments
11
SEI Investments
Pennsylvania
$10.2M +$1.94M +74,100 +26%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$10.1M +$9.4M +359,507 New
CF
13
Copperwynd Financial
Arizona
$9.44M +$8.76M +335,073 New
CCMG
14
Clark Capital Management Group
Pennsylvania
$8.53M +$77.3K +2,958 +1%
LPL Financial
15
LPL Financial
California
$5.82M +$5.26M +201,026 +3,784%
RJA
16
Raymond James & Associates
Florida
$4.44M -$876K -33,514 -18%
Bank of America
17
Bank of America
North Carolina
$3.5M -$109K -4,163 -3%
NEIRG
18
New England Investment & Retirement Group
Massachusetts
$3.13M -$2.17M -82,826 -43%
VanEck Associates
19
VanEck Associates
New York
$3.08M +$497K +19,022 +21%
FWM
20
Focused Wealth Management
New York
$2.8M +$39K +1,491 +2%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M +$2.12M +81,191 New
VCM
22
Versant Capital Management
Arizona
$2.24M +$1.88M +71,822 +934%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$1.68M +$91.5K +3,500 +6%
MHIC
24
Marble Harbor Investment Counsel
Massachusetts
$1.66M
JFA
25
JNBA Financial Advisors
Minnesota
$1.65M +$837K +31,995 +120%