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SPDR Gold MiniShares Trust
GLDM

254 hedge funds and large institutions have $2.86B invested in SPDR Gold MiniShares Trust in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 86

0.36% more ownership

Funds ownership: 60.98% → 61.33% (+0.36%)

7% less funds holding

Funds holding: 273 → 254 (-19)

7% less capital invested

Capital invested by funds: $3.09B → $2.86B (-$225M)

9% less funds holding in top 10

Funds holding in top 10: 33 → 30 (-3)

40% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 45

Holders
254
Holders Change
-19
Holders Change %
-6.96%
% of All Funds
4.38%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.52%
New
27
Increased
92
Reduced
86
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$82M
3
GP
Greenline Partners
New York
+$47.9M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$31.8M
5
Asset Management One
Asset Management One
Japan
+$28.9M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$45.4M
2
State Street
State Street
Massachusetts
-$39.3M
3
BWA
Burt Wealth Advisors
Maryland
-$21.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$20.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
251
Brown, Lisle/Cummings
Rhode Island
$759 +$788 +23 New
FHC
252
First Heartland Consultants
Missouri
$325 -$6.24K -182 -2%
BWA
253
Burt Wealth Advisors
Maryland
– -$21.4M -595,505 Closed
ETC
254
Exchange Traded Concepts
Oklahoma
– -$20.9M -581,246 Closed
BFA
255
Beaumont Financial Advisors
Massachusetts
– -$10M -278,597 Closed
PCMM
256
Piedmont Capital Management (Montana)
Montana
– -$9.77M -272,473 Closed
PFA
257
Peak Financial Advisors
Colorado
– -$8.63M -240,451 Closed
CCMG
258
Clark Capital Management Group
Pennsylvania
– -$8.51M -237,186 Closed
BDWCC
259
B&D White Capital Company
Texas
– -$8.12M -226,442 Closed
ACM
260
AlphaStar Capital Management
North Carolina
– -$3.73M -103,914 Closed
PPWM
261
PFG Private Wealth Management
Florida
– -$2.95M -86,102 -100%
RCM
262
Requisite Capital Management
Texas
– -$2.54M -68,493 Closed
SIM
263
SSI Investment Management
California
– -$2.33M -64,928 Closed
ECG
264
Edge Capital Group
Georgia
– -$1.63M -55,781 Closed
KWM
265
Kingsview Wealth Management
Oregon
– -$1.48M -41,326 Closed
MWM
266
Merriman Wealth Management
Washington
– -$1.35M -37,580 Closed
WCM
267
Wealthcare Capital Management
Virginia
– -$1.32M -36,900 Closed
MSA
268
Marino Stram & Associates
Massachusetts
– -$910K -25,350 Closed
FHB
269
First Hawaiian Bank
Hawaii
– -$839K -23,403 Closed
WWM
270
Western Wealth Management
Colorado
– -$640K -18,428 Closed
Northern Trust
271
Northern Trust
Illinois
– -$523K -14,587 Closed
SWM
272
SeaCrest Wealth Management
New York
– -$503K -14,011 Closed
CPW
273
Catalyst Private Wealth
California
– -$480K -13,372 Closed
UWM
274
USAdvisors Wealth Management
Minnesota
– -$396K -11,037 Closed
LA
275
Latitude Advisors
Florida
– -$334K -9,313 Closed
8 9 10
11
12

GLDM Hedge Fund Activity: Q3 2022 in Review

254 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2022, worth a combined $2.86B — down 7.3% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of GLDM and 27 opened new positions — a net loss of 18 holders — while 86 trimmed existing stakes and 92 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $92.6M. The largest seller was 3EDGE Asset Management, cutting an estimated $45.4M.

  • 254 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2022, down from 273 in Q2 2022.
  • Funds reported $2.86B of SPDR Gold MiniShares Trust stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 27 funds opened new SPDR Gold MiniShares Trust positions in Q3 2022 and 45 closed out, a net change of -18 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2022 was Sumitomo Mitsui Trust Group, an estimated $92.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2022 was 3EDGE Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q3 2022.