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SPDR Gold MiniShares Trust
GLDM

373 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, 109 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

16% more capital invested

Capital invested by funds: $3.52B → $4.09B (+$571M)

8% more funds holding

Funds holding: 344 → 373 (+29)

3% more funds holding in top 10

Funds holding in top 10: 34 → 35 (+1)

2.65% more ownership

Funds ownership: 61.6% → 64.25% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 127

Holders
373
Holders Change
+29
Holders Change %
+8.43%
% of All Funds
5.44%
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
109
Reduced
127
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$265M
2
Jane Street
Jane Street
New York
+$116M
3
Charles Schwab
Charles Schwab
California
+$75.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.7M
5
GI
Gradient Investments
Minnesota
+$34.9M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$199M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$62.7M
3
SEI Investments
SEI Investments
Pennsylvania
-$58.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$37.5M
5
TI
Tidal Investments
Wisconsin
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
251
Valtinson Bruner Financial Planning
Minnesota
$383K +$12.9K +328 +4%
FEG
252
Financial Enhancement Group
Indiana
$382K -$61.9K -1,578 -14%
Prudential Financial
253
Prudential Financial
New Jersey
$368K +$353K +9,006 New
SG Americas Securities
254
SG Americas Securities
New York
$363K +$348K +8,880 New
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$359K +$344K +8,771 New
SAF
256
Smith Anglin Financial
Texas
$358K +$32.6K +831 +10%
LWM
257
Laidlaw Wealth Management
New York
$358K -$18K -458 -5%
SWM
258
SeaCrest Wealth Management
New York
$358K +$346K +8,830 New
FW
259
FirstPurpose Wealth
Utah
$356K -$190K -4,834 -36%
DAM
260
Derbend Asset Management
Georgia
$354K -$1.37K -35 -0.4%
TSS
261
Two Sigma Securities
New York
$338K +$324K +8,264 New
AP
262
Appleton Partners
Massachusetts
$321K – – –
ACM
263
Advisors Capital Management
New Jersey
$317K +$303K +7,738 New
Lido Advisors
264
Lido Advisors
California
$315K -$36.9K -941 -11%
FHC
265
First Heartland Consultants
Missouri
$309K -$3.25K -83 -1%
Victory Capital Management
266
Victory Capital Management
Texas
$309K +$13.3K +340 +5%
WA
267
WestEnd Advisors
North Carolina
$309K +$13.3K +340 +5%
DI
268
DFPG Investments
Utah
$306K -$34.3K -876 -10%
MG
269
Mather Group
Illinois
$305K -$178K -4,545 -38%
IF
270
Intrua Financial
Texas
$300K -$343K -8,744 -54%
SIS
271
Sound Income Strategies
Florida
$294K +$257K +6,563 +1,062%
SWP
272
ShoreHaven Wealth Partners
New Jersey
$277K -$11.7K -299 -4%
PSCM
273
Per Stirling Capital Management
Texas
$275K +$264K +6,730 New
BAM
274
Belpointe Asset Management
Nevada
$263K +$24.5K +624 +11%
RFS
275
Richardson Financial Services
Massachusetts
$256K +$246K +6,266 New
9 10
11
12 13

GLDM Hedge Fund Activity: Q4 2023 in Review

373 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2023, worth a combined $4.09B — up 16% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new GLDM positions and 38 closed out — a net gain of 37 holders — while 109 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Evoke Wealth, exiting entirely with an estimated $199M sold.

  • 373 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2023, up from 344 in Q3 2023.
  • Funds reported $4.09B of SPDR Gold MiniShares Trust stock for Q4 2023, up 16% quarter-over-quarter.
  • 75 funds opened new SPDR Gold MiniShares Trust positions in Q4 2023 and 38 closed out, a net change of +37 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest SPDR Gold MiniShares Trust seller in Q4 2023 was Evoke Wealth, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2023.