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SPDR Gold MiniShares Trust

99 hedge funds and large institutions have $619M invested in SPDR Gold MiniShares Trust in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

39% more funds holding

Funds holding: 7199 (+28)

13% more capital invested

Capital invested by funds: $546M → $619M (+$73M)

4.09% less ownership

Funds ownership: 34.09%30.01% (-4.1%)

Holders
99
Holders Change
+28
Holders Change %
+39.44%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
32
Increased
37
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cassaday & Co
Virginia
$125M -$3.67M -124,609 -3%
3AM
2
3EDGE Asset Management
Florida
$100M -$3.79M -128,911 -4%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$37.3M -$70.4M -2,392,959 -65%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.3M -$1.69M -57,383 -6%
FI
5
FormulaFolio Investments
Michigan
$24.3M -$3.81M -129,484 -14%
AIS
6
American Investment Services
Massachusetts
$23.6M -$136K -4,606 -0.6%
RCYC
7
Richard C. Young & Co
Rhode Island
$18.8M +$18.8M +639,503 New
CPA
8
Capital Planning Advisors
California
$15.8M +$663K +22,531 +4%
Cohen & Steers
9
Cohen & Steers
New York
$15.4M -$555K -18,850 -3%
UBS Group
10
UBS Group
Switzerland
$15.4M +$2.47M +83,838 +19%
BWA
11
Burt Wealth Advisors
Maryland
$14.3M +$14.3M +484,722 New
SFS
12
Strategic Financial Services
New York
$14M +$14M +475,714 New
PI
13
PFS Investments
Georgia
$12.6M -$1.19M -40,526 -9%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$11.9M +$1.34M +45,511 +13%
HBWM
15
Hollow Brook Wealth Management
New York
$11.5M +$11.5M +390,151 New
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$11.1M +$10.6M +359,230 +2,088%
Morgan Stanley
17
Morgan Stanley
New York
$10.8M +$9.99M +339,458 +1,241%
SEI Investments
18
SEI Investments
Pennsylvania
$10.7M +$6.89K +234 +0.1%
CCMG
19
Clark Capital Management Group
Pennsylvania
$10.6M +$1.72M +58,372 +19%
LPL Financial
20
LPL Financial
California
$7.02M +$957K +32,519 +16%
TFA
21
TPG Financial Advisors
Oregon
$6.18M +$6.19M +210,275 New
RJA
22
Raymond James & Associates
Florida
$5.39M +$756K +25,698 +16%
BS
23
Boenning & Scattergood
Pennsylvania
$5.34M +$3.87M +131,390 New
SWM
24
Segment Wealth Management
Texas
$5.28M +$5.28M +179,412 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.22M +$4.82M +163,867 +1,185%