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SPDR Gold MiniShares Trust

317 hedge funds and large institutions have $3.82B invested in SPDR Gold MiniShares Trust in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 109 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 88

20% more capital invested

Capital invested by funds: $3.19B → $3.82B (+$631M)

16% more funds holding

Funds holding: 274317 (+43)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.46% more ownership

Funds ownership: 61.79%63.25% (+1.5%)

Holders
317
Holders Change
+43
Holders Change %
+15.69%
% of All Funds
5.05%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.64%
New
70
Increased
109
Reduced
88
Closed
21
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
$563M +$48.8M +1,300,000 +10%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$205M +$1.12M +29,871 +0.6%
EW
3
Evoke Wealth
California
$192M +$5.79M +154,101 +3%
Morgan Stanley
4
Morgan Stanley
New York
$189M +$30.1M +800,990 +20%
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$181M -$22.7M -604,144 -12%
3AM
6
3EDGE Asset Management
Florida
$154M +$91.4M +2,433,845 +161%
TI
7
Tidal Investments
Wisconsin
$126M -$1.49M -39,625 -1%
UBS Group
8
UBS Group
Switzerland
$113M +$13.1M +349,002 +14%
Asset Management One
9
Asset Management One
Japan
$108M +$12.4M +329,839 +14%
Bank of America
10
Bank of America
North Carolina
$77.6M +$5.09M +135,558 +7%
Stifel Financial
11
Stifel Financial
Missouri
$76M +$62.2M +1,656,224 +577%
CWM
12
Congress Wealth Management
Massachusetts
$71.4M +$15.5M +411,624 +29%
State Street
13
State Street
Massachusetts
$70.3M +$21.2M +565,442 +46%
GI
14
Gradient Investments
Minnesota
$66.9M -$2.47M -65,709 -4%
BL
15
Balentine LLC
Georgia
$61.7M +$59.3M +1,577,477 New
MC
16
Medici Capital
California
$54M +$23.8M +633,341 +85%
GP
17
Greenline Partners
New York
$53.8M -$253K -6,742 -0.5%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$53.7M -$6.76M -180,086 -12%
Charles Schwab
19
Charles Schwab
California
$49.7M +$47.7M +1,270,253 New
MMA
20
Miracle Mile Advisors
California
$48.8M +$66.5K +1,771 +0.1%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$47.2M +$45.4M +1,207,438 New
Cohen & Steers
22
Cohen & Steers
New York
$47.1M -$11.8M -313,520 -21%
Ameriprise
23
Ameriprise
Minnesota
$44.1M +$7.82M +208,291 +23%
HBWM
24
Hollow Brook Wealth Management
New York
$42.2M +$1.87M +49,722 +5%
SFS
25
Strategic Financial Services
New York
$40.2M -$551K -14,676 -1%