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SPDR Gold MiniShares Trust
GLDM

238 hedge funds and large institutions have $2.54B invested in SPDR Gold MiniShares Trust in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

16.07% more ownership

Funds ownership: 32.14% → 48.21% (+16%)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

7% less funds holding

Funds holding: 257 → 238 (-19)

11% less capital invested

Capital invested by funds: $2.84B → $2.54B (-$300M)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

Holders
238
Holders Change
-19
Holders Change %
-7.39%
% of All Funds
3.75%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
44
Increased
95
Reduced
87
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthsimple
Ontario, Canada
+$214M
2
State Street
State Street
Massachusetts
+$78.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.7M
4
BWA
Burt Wealth Advisors
Maryland
+$22.5M
5
CWM
Congress Wealth Management
Massachusetts
+$15.1M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$324M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$57.6M
3
Jane Street
Jane Street
New York
-$53.3M
4
MD
Money Design
Japan
-$51.6M
5
AA
Advisory Alpha
Michigan
-$46.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
251
Clark Capital Management Group
Pennsylvania
– -$8.35M -229,529 Closed
SWP
252
Stratos Wealth Partners
Ohio
– -$6.48M -178,339 Closed
FZCM
253
Flynn Zito Capital Management
New York
– -$5M -137,423 Closed
IWA
254
Inspirion Wealth Advisors
Illinois
– -$3.44M -94,750 Closed
JCM
255
Jacobi Capital Management
Pennsylvania
– -$2.27M -62,437 Closed
FFP
256
Forbes Financial Planning
Rhode Island
– -$2.09M -58,080 Closed
KIA
257
Kraematon Investment Advisors
Massachusetts
– -$1.95M -53,704 Closed
SWM
258
SFG Wealth Management
Maryland
– -$1.95M -53,645 Closed
CA
259
Cambridge Associates
Massachusetts
– -$1.87M -51,397 Closed
CIA
260
Choate Investment Advisors
Massachusetts
– -$1.37M -37,732 Closed
AHSSHC
261
Adventist Health System Sunbelt Healthcare Corp
Florida
– -$1.25M -34,350 Closed
AWA
262
Acorn Wealth Advisors
Michigan
– -$1.24M -34,073 Closed
WCM
263
Wealthcare Capital Management
Virginia
– -$1.16M -32,012 Closed
SSWM
264
Sheets Smith Wealth Management
North Carolina
– -$1.16M -31,952 Closed
PWP
265
Personal Wealth Partners
Minnesota
– -$999K -27,489 Closed
FHA
266
Flagship Harbor Advisors
Massachusetts
– -$877K -24,121 Closed
CTC
267
Central Trust Company
Missouri
– -$755K -20,780 Closed
PBF
268
Petix & Botte Financial
California
– -$678K -18,649 Closed
SPC
269
Sigma Planning Corp
Michigan
– -$526K -14,473 Closed
KPWS
270
Kestra Private Wealth Services
Texas
– -$504K -13,868 Closed
APA
271
Astoria Portfolio Advisors
New York
– -$444K -12,225 Closed
IWC
272
Integrated Wealth Concepts
Massachusetts
– -$425K -11,694 Closed
GIM
273
Goelzer Investment Management
Indiana
– -$405K -11,151 Closed
5L
274
55I LLC
Massachusetts
– -$347K -9,543 Closed
FHC
275
First Heartland Consultants
Missouri
– -$341 -9,389 Closed
8 9 10
11
12

GLDM Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2022, worth a combined $2.54B — down 11% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of GLDM and 44 opened new positions — a net loss of 11 holders — while 87 trimmed existing stakes and 95 added.

The largest buyer was Wealthsimple, opening a new position worth an estimated $214M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $324M sold.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $2.54B of SPDR Gold MiniShares Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 44 funds opened new SPDR Gold MiniShares Trust positions in Q1 2022 and 55 closed out, a net change of -11 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2022 was Wealthsimple, an estimated $214M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2022 was Sumitomo Mitsui Trust Group, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2022.