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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

332 hedge funds and large institutions have $4.11B invested in SPDR Gold MiniShares Trust in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+16
Holders Change %
+5.06%
% of All Funds
5.24%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
50
Increased
122
Reduced
98
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$132M
2
BL
Balentine LLC
Georgia
$106M
3
Bank of America
Bank of America
North Carolina
$118M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$40.5M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
GI
Gradient Investments
Minnesota
$20M
2
3AM
3EDGE Asset Management
Florida
$121M
3
TI
Tidal Investments
Wisconsin
$109M
4
CWA
Continuum Wealth Advisors
New York
$0
5
Cohen & Steers
Cohen & Steers
New York
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$327K +$15.6K +409 +5%
CHA
227
Carmichael Hill & Associates
Maryland
$321K +$289K +7,589 +905%
VBFP
228
Valtinson Bruner Financial Planning
Minnesota
$316K +$316K +8,285 New
FHC
229
First Heartland Consultants
Missouri
$315K -$64.6K -1,696 -17%
IAA
230
Independent Advisor Alliance
North Carolina
$314K – – –
MA
231
Mutual Advisors
Nebraska
$313K +$77.1K +2,024 +33%
AI
232
Auour Investments
Massachusetts
$312K +$312K +8,199 New
WMS
233
Wealth Management Solutions
Pennsylvania
$309K -$45K -1,181 -13%
AP
234
Appleton Partners
Massachusetts
$298K +$648 +17 +0.2%
SWP
235
ShoreHaven Wealth Partners
New Jersey
$285K -$30.5K -800 -10%
PWM
236
Perigon Wealth Management
California
$280K +$280K +7,350 New
Victory Capital Management
237
Victory Capital Management
Texas
$279K -$3.39K -89 -1%
WA
238
WestEnd Advisors
North Carolina
$279K +$279K +7,324 New
WWM
239
Windsor Wealth Management
Indiana
$273K +$14.1K +371 +5%
CPW
240
Catalyst Private Wealth
California
$271K -$70.8K -1,859 -21%
CAL
241
Capital Analysts LLC
Pennsylvania
$266K -$36.2K -950 -12%
RW
242
Regimen Wealth
Georgia
$254K -$62.9K -1,652 -20%
IF
243
IRON Financial
Illinois
$249K -$1.71K -45 -0.7%
CA
244
CGN Advisors
Kansas
$249K +$249K +6,543 New
SAF
245
Smith Anglin Financial
Texas
$245K +$245K +6,430 New
DADC
246
D.A. Davidson & Co
Montana
$245K +$245K +6,419 New
VCA
247
Verdence Capital Advisors
Maryland
$240K +$240K +6,306 New
LF
248
Lee Financial
Texas
$236K – – –
MFWP
249
Mosaic Family Wealth Partners
Missouri
$236K +$18K +473 +8%
ML
250
McAdam LLC
Pennsylvania
$234K -$114 -3 -0%
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