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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

372 hedge funds and large institutions have $4.09B invested in SPDR Gold MiniShares Trust in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+29
Holders Change %
+8.45%
% of All Funds
5.45%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
75
Increased
108
Reduced
127
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Jane Street
Jane Street
New York
$128M
3
Charles Schwab
Charles Schwab
California
$78.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$69.1M
5
GI
Gradient Investments
Minnesota
$56.8M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$565M
3
SEI Investments
SEI Investments
Pennsylvania
$8.53M
4
Osaic Holdings
Osaic Holdings
Arizona
$20M
5
TI
Tidal Investments
Wisconsin
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$524K -$28.8K -704 -5%
BOM
227
Bank of Marin
California
$522K – – –
PWM
228
Perigon Wealth Management
California
$516K +$72.1K +1,763 +16%
MMPW
229
Mitchell McLeod Pugh & Williams
Alabama
$496K -$29.3K -715 -6%
AP
230
Adero Partners
California
$491K – – –
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$489K – – –
WC
232
Weil Company
California
$489K – – –
AI
233
Auour Investments
Massachusetts
$488K -$1.49K -37 -0.3%
FNWA
234
Financial Network Wealth Advisors
Utah
$482K +$482K +11,792 New
WT
235
Washington Trust
Rhode Island
$472K -$23.7K -580 -5%
VA
236
Valmark Advisers
Ohio
$464K -$2.62K -64 -0.6%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$457K -$1.02K -25 -0.2%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$440K +$440K +10,750 New
WWA
239
WCG Wealth Advisors
Nevada
$429K -$33.3K -814 -7%
Betterment LLC
240
Betterment LLC
New York
$425K -$3.84K -94 -0.9%
PC
241
Pecaut & Co
Iowa
$424K – – –
PS
242
Principal Securities
Iowa
$418K +$418K +10,223 New
CHA
243
Carmichael Hill & Associates
Maryland
$408K +$63.5K +1,553 +18%
SB
244
Strategic Blueprint
Georgia
$406K +$406K +9,931 New
CAL
245
Capital Analysts LLC
Pennsylvania
$404K +$102K +2,484 +34%
PP
246
PDS Planning
Ohio
$400K +$211K +5,168 +112%
M
247
MYeCFO
California
$396K +$95.7K +2,340 +32%
AWM
248
Axxcess Wealth Management
California
$390K +$390K +9,536 New
SWM
249
Segment Wealth Management
Texas
$389K – – –
VBFP
250
Valtinson Bruner Financial Planning
Minnesota
$383K +$13.4K +328 +4%
8 9
10
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