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SPDR Gold MiniShares Trust

233 hedge funds and large institutions have $2.77B invested in SPDR Gold MiniShares Trust in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

2% less capital invested

Capital invested by funds: $2.81B → $2.77B (-$45.6M)

1.06% less ownership

Funds ownership: 32.16%31.1% (-1.1%)

2% less funds holding

Funds holding: 238233 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
4.08%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
23
Increased
107
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$311M
CC
2
Cassaday & Co
Virginia
$255M +$66M +1,854,666 +34%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$231M -$73.5M -2,065,050 -24%
3AM
4
3EDGE Asset Management
Florida
$185M +$2.25M +63,125 +1%
TI
5
Tidal Investments
Wisconsin
$144M +$24.3M +682,713 +20%
RWA
6
RGT Wealth Advisors
Texas
$135M +$6.53M +183,436 +5%
Morgan Stanley
7
Morgan Stanley
New York
$126M +$13.6M +380,791 +12%
EW
8
Evoke Wealth
California
$119M +$3.39M +95,342 +3%
UBS Group
9
UBS Group
Switzerland
$72.6M -$6.19M -173,784 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$59.7M -$38.3M -1,076,046 -39%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$56.2M -$3.36M -94,268 -6%
Bank of America
12
Bank of America
North Carolina
$53.1M +$90.3K +2,538 +0.2%
GI
13
Gradient Investments
Minnesota
$52.1M +$4.04M +113,574 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$42.8M +$434K +12,199 +1%
AA
15
Advisory Alpha
Michigan
$38.8M +$8.29M +233,041 +27%
Charles Schwab
16
Charles Schwab
California
$38.1M +$38.8M +1,091,376 New
SFS
17
Strategic Financial Services
New York
$34.7M +$2.37M +66,646 +7%
AIS
18
American Investment Services
Massachusetts
$31.7M +$1.03M +28,890 +3%
HBWM
19
Hollow Brook Wealth Management
New York
$28.1M -$35.5K -998 -0.1%
RCYC
20
Richard C. Young & Co
Rhode Island
$28.1M +$336K +9,444 +1%
PI
21
PFS Investments
Georgia
$27.7M +$27.5K +773 +0.1%
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$25.8M +$616K +17,303 +2%
MD
23
Money Design
Japan
$25.1M -$626K -17,586 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$24.8M -$607K -17,062 -2%
CPA
25
Capital Planning Advisors
California
$24.1M +$253K +7,109 +1%