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SPDR Gold MiniShares Trust

227 hedge funds and large institutions have $2.69B invested in SPDR Gold MiniShares Trust in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 69

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

2% more capital invested

Capital invested by funds: $2.64B → $2.69B (+$53.7M)

0.95% more ownership

Funds ownership: 32.83%33.78% (+0.95%)

1% more funds holding

Funds holding: 225227 (+2)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
3.99%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.4%
New
37
Increased
97
Reduced
69
Closed
33
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
$287M +$42.9M +1,201,396 +17%
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$265M +$116M +3,250,000 +71%
CC
3
Cassaday & Co
Virginia
$178M +$7.15M +200,177 +4%
3AM
4
3EDGE Asset Management
Florida
$171M +$10.9M +305,772 +6%
Morgan Stanley
5
Morgan Stanley
New York
$162M +$53M +1,485,709 +46%
TI
6
Tidal Investments
Wisconsin
$136M +$44M +1,231,844 +44%
RWA
7
RGT Wealth Advisors
Texas
$116M +$11.8M +330,885 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$99.9M -$23.3M -651,577 -18%
EW
9
Evoke Wealth
California
$98.6M +$7.14M +199,890 +7%
UBS Group
10
UBS Group
Switzerland
$86.7M +$14.4M +402,650 +19%
SEI Investments
11
SEI Investments
Pennsylvania
$66.8M +$4.34M +121,500 +7%
Cohen & Steers
12
Cohen & Steers
New York
$56.8M +$3.16M +88,600 +6%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$55.2M +$6.18M +173,167 +12%
Bank of America
14
Bank of America
North Carolina
$48.1M -$686K -19,206 -1%
GI
15
Gradient Investments
Minnesota
$43.8M -$1.33M -37,215 -3%
PAG
16
Pinnacle Advisory Group
Maryland
$37.8M +$39.7M +1,111,826 New
HBWM
17
Hollow Brook Wealth Management
New York
$36.6M +$158K +4,437 +0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$34.2M +$1.66M +46,477 +5%
LPL Financial
19
LPL Financial
California
$30M -$15.7M -440,983 -33%
SFS
20
Strategic Financial Services
New York
$29.6M +$4.17M +116,700 +15%
RCYC
21
Richard C. Young & Co
Rhode Island
$29.4M +$1.23M +34,314 +4%
AIS
22
American Investment Services
Massachusetts
$29.1M +$6.59M +184,693 +28%
AA
23
Advisory Alpha
Michigan
$26.4M +$27.7M +776,867 New
PI
24
PFS Investments
Georgia
$26.1M +$2.6M +72,768 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$24.8M -$22.7M -636,021 -47%