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SPDR Gold MiniShares Trust

225 hedge funds and large institutions have $2.64B invested in SPDR Gold MiniShares Trust in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

28% more capital invested

Capital invested by funds: $2.06B → $2.64B (+$576M)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

13% more funds holding

Funds holding: 200225 (+25)

3.02% more ownership

Funds ownership: 29.81%32.83% (+3%)

Holders
225
Holders Change
+25
Holders Change %
+12.5%
% of All Funds
3.98%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.48%
New
48
Increased
102
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$274M +$271M +7,244,102 New
CC
2
Cassaday & Co
Virginia
$190M +$5.08M +135,923 +3%
3AM
3
3EDGE Asset Management
Florida
$179M +$17.3M +462,263 +11%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$172M +$170M +4,550,000 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$136M -$68.1M -1,820,685 -34%
Morgan Stanley
6
Morgan Stanley
New York
$124M +$10.8M +289,932 +10%
RWA
7
RGT Wealth Advisors
Texas
$116M +$2.39M +63,963 +2%
TI
8
Tidal Investments
Wisconsin
$105M +$104M +2,768,766 New
EW
9
Evoke Wealth
California
$102M +$6.2M +165,730 +7%
UBS Group
10
UBS Group
Switzerland
$81.4M +$10.4M +278,454 +15%
SEI Investments
11
SEI Investments
Pennsylvania
$67.4M +$16.7M +446,618 +34%
Cohen & Steers
12
Cohen & Steers
New York
$60M +$20.7M +552,600 +54%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$54.9M +$33.3M +890,657 +159%
Bank of America
14
Bank of America
North Carolina
$54.3M +$3.09M +82,680 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$51.7M +$1.26M +33,632 +3%
LPL Financial
16
LPL Financial
California
$50.1M -$37.9M -1,013,681 -43%
GI
17
Gradient Investments
Minnesota
$49.8M -$351K -9,377 -0.7%
CAL
18
Capital Analysts LLC
Pennsylvania
$43.6M +$324K +8,676 +0.8%
HBWM
19
Hollow Brook Wealth Management
New York
$40.7M -$1.29M -34,577 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$36.3M +$1.12M +29,854 +3%
RCYC
21
Richard C. Young & Co
Rhode Island
$31.4M -$14.3M -383,454 -32%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$29.6M -$94.7K -2,532 -0.3%
SFS
23
Strategic Financial Services
New York
$28.6M +$2.78M +74,308 +11%
PI
24
PFS Investments
Georgia
$25.5M +$2.74M +73,259 +12%
AIS
25
American Investment Services
Massachusetts
$25.4M -$772K -20,645 -3%