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SPDR Gold MiniShares Trust

200 hedge funds and large institutions have $2.06B invested in SPDR Gold MiniShares Trust in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 96 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

123% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 43

30% more capital invested

Capital invested by funds: $1.59B → $2.06B (+$476M)

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more funds holding

Funds holding: 174200 (+26)

2.8% less ownership

Funds ownership: 32.61%29.81% (-2.8%)

Holders
200
Holders Change
+26
Holders Change %
+14.94%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.46%
New
44
Increased
96
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$203M -$351K -9,203 -0.2%
CC
2
Cassaday & Co
Virginia
$184M -$1.08M -28,261 -0.6%
3AM
3
3EDGE Asset Management
Florida
$161M +$21.1M +554,679 +15%
RWA
4
RGT Wealth Advisors
Texas
$113M +$21.4M +562,296 +23%
Morgan Stanley
5
Morgan Stanley
New York
$112M +$50.7M +1,330,449 +81%
EW
6
Evoke Wealth
California
$95.3M -$427K -11,207 -0.4%
LPL Financial
7
LPL Financial
California
$87.9M +$16.8M +440,080 +23%
UBS Group
8
UBS Group
Switzerland
$70.3M +$8.34M +218,813 +13%
CIA
9
CSat Investment Advisory
Michigan
$53.9M +$39.5M +1,035,618 +260%
Bank of America
10
Bank of America
North Carolina
$50.8M +$11.8M +308,960 +30%
GI
11
Gradient Investments
Minnesota
$50.1M +$47.8M +1,252,426 +1,543%
SEI Investments
12
SEI Investments
Pennsylvania
$50.1M +$1.34M +35,250 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$50.1M +$17.7M +465,399 +54%
RCYC
14
Richard C. Young & Co
Rhode Island
$45.6M +$470K +12,324 +1%
CAL
15
Capital Analysts LLC
Pennsylvania
$42.9M +$591K +15,502 +1%
HBWM
16
Hollow Brook Wealth Management
New York
$41.7M +$9.13M +239,419 +28%
Cohen & Steers
17
Cohen & Steers
New York
$38.8M +$111K +2,900 +0.3%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$38.1M +$29.4M +772,268 +321%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$34.9M -$6.54M -171,545 -16%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$29.5M +$27.9M +730,664 +1,370%
AIS
21
American Investment Services
Massachusetts
$26M -$901K -23,628 -3%
SFS
22
Strategic Financial Services
New York
$25.6M +$623K +16,331 +2%
RCM
23
Requisite Capital Management
Texas
$25.3M +$10.5M +275,036 +69%
PI
24
PFS Investments
Georgia
$23.3M -$714K -18,738 -3%
CPA
25
Capital Planning Advisors
California
$22.8M +$1.1M +28,728 +5%