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SPDR Gold MiniShares Trust
GLDM

344 hedge funds and large institutions have $3.52B invested in SPDR Gold MiniShares Trust in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 101

3% more funds holding

Funds holding: 333 → 344 (+11)

4.89% less ownership

Funds ownership: 66.49% → 61.6% (-4.9%)

11% less funds holding in top 10

Funds holding in top 10: 38 → 34 (-4)

15% less capital invested

Capital invested by funds: $4.12B → $3.52B (-$598M)

Holders
344
Holders Change
+11
Holders Change %
+3.3%
% of All Funds
5.46%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
52
Increased
130
Reduced
101
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$56.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$38.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$25.3M
5
Asset Management One
Asset Management One
Japan
+$16.4M

Top Sellers

1
CCWM
Cassaday & Co Wealth Management
Virginia
-$200M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$174M
3
Jane Street
Jane Street
New York
-$126M
4
Charles Schwab
Charles Schwab
California
-$72.6M
5
3AM
3EDGE Asset Management
Florida
-$67.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
251
Catalyst Private Wealth
California
$261K – – –
WWM
252
Windsor Wealth Management
Indiana
$260K -$2.33K -61 -0.9%
SWP
253
ShoreHaven Wealth Partners
New Jersey
$260K -$15.5K -405 -5%
Truist Financial
254
Truist Financial
North Carolina
$259K +$270K +7,056 New
MA
255
MONECO Advisors
Connecticut
$257K +$267K +6,997 New
TA
256
Trellis Advisors
Washington
$247K +$258K +6,744 New
AI
257
AXS Investments
New York
$240K +$251K +6,560 New
AWS
258
Atria Wealth Solutions
New York
$240K -$2.26M -59,234 -90%
SVWAG
259
Sound View Wealth Advisors Group
Georgia
$227K +$3.4K +89 +1%
LF
260
Lee Financial
Texas
$227K – – –
ML
261
McAdam LLC
Pennsylvania
$225K – – –
IWC
262
Integrated Wealth Concepts
Massachusetts
$224K +$23.6K +618 +11%
MFWP
263
Mosaic Family Wealth Partners
Missouri
$221K -$5.81K -152 -2%
VanEck Associates
264
VanEck Associates
New York
$220K – – –
AIM
265
Anchor Investment Management
South Carolina
$219K – – –
ETC
266
Exchange Traded Concepts
Oklahoma
$213K +$223K +5,821 New
BAM
267
Belpointe Asset Management
Nevada
$213K +$222K +5,812 New
WTA
268
Washington Trust Advisors
Massachusetts
$209K – – –
AWA
269
Authentikos Wealth Advisory
California
$208K -$15.9K -416 -7%
HIMC
270
Heritage Investors Management Corp
Maryland
$208K – – –
WMS
271
Wealth Management Solutions
Pennsylvania
$207K -$94.7K -2,478 -31%
CA
272
CGN Advisors
Kansas
$204K -$37.5K -980 -15%
NRG
273
Nemes Rush Group
Michigan
$194K +$49.4K +1,292 +32%
SWM
274
Spire Wealth Management
Virginia
$188K +$726 +19 +0.4%
PTC
275
Private Trust Company
Ohio
$179K -$18.8K -491 -9%
9 10
11
12 13

GLDM Hedge Fund Activity: Q3 2023 in Review

344 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2023, worth a combined $3.52B — down 15% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GLDM positions and 36 closed out — a net gain of 16 holders — while 130 added to existing stakes and 101 trimmed.

The largest buyer was SEI Investments, adding an estimated $56.6M. The largest seller was Cassaday & Co Wealth Management, exiting entirely with an estimated $200M sold.

  • 344 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2023, up from 333 in Q2 2023.
  • Funds reported $3.52B of SPDR Gold MiniShares Trust stock for Q3 2023, down 15% quarter-over-quarter.
  • 52 funds opened new SPDR Gold MiniShares Trust positions in Q3 2023 and 36 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2023 was SEI Investments, an estimated $56.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2023 was Cassaday & Co Wealth Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2023.