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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

376 hedge funds and large institutions have $4.33B invested in SPDR Gold MiniShares Trust in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 149 increasing their positions, 120 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+4
Holders Change %
+1.08%
% of All Funds
5.45%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.55%
New
44
Increased
149
Reduced
120
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$276M
2
APF
Alaska Permanent Fund
Alaska
+$110M
3
AT
American Trust
Kentucky
+$48.4M
4
3AM
3EDGE Asset Management
Florida
+$41.6M
5
Stifel Financial
Stifel Financial
Missouri
+$37.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$294M
2
Jane Street
Jane Street
New York
-$135M
3
BL
Balentine LLC
Georgia
-$128M
4
Charles Schwab
Charles Schwab
California
-$78.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Washington Trust
Rhode Island
$493K -$14.3K -325 -3%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$492K -$573 -13 -0.1%
WWA
253
WCG Wealth Advisors
Nevada
$487K +$25.2K +573 +5%
CIA
254
Choate Investment Advisors
Massachusetts
$486K -$649K -14,732 -57%
KAS
255
Kestra Advisory Services
Texas
$478K -$888K -20,156 -65%
Pathstone Holdings
256
Pathstone Holdings
New Jersey
$474K – – –
EWA
257
EP Wealth Advisors
California
$473K +$473K +10,737 New
IAA
258
Independent Advisor Alliance
North Carolina
$459K -$371K -8,415 -45%
CHA
259
Carmichael Hill & Associates
Maryland
$457K +$16.9K +383 +4%
PC
260
Pecaut & Co
Iowa
$456K – – –
CAL
261
Capital Analysts LLC
Pennsylvania
$446K +$11.2K +254 +3%
PP
262
PDS Planning
Ohio
$440K +$9.56K +217 +2%
NG
263
Norden Group
Utah
$431K +$431K +9,777 New
LWM
264
Laidlaw Wealth Management
New York
$426K +$40.8K +926 +11%
SWM
265
Segment Wealth Management
Texas
$418K – – –
PAS
266
Park Avenue Securities
New York
$417K -$158K -3,590 -28%
MC
267
Middleton & Co
Massachusetts
$403K +$403K +9,151 New
SAF
268
Smith Anglin Financial
Texas
$398K +$12.2K +278 +3%
DAM
269
Derbend Asset Management
Georgia
$381K – – –
MA
270
Mutual Advisors
Nebraska
$371K -$295K -6,699 -44%
IPWA
271
International Private Wealth Advisors
California
$369K +$369K +8,376 New
SWM
272
Spire Wealth Management
Virginia
$357K +$142K +3,226 +66%
PS
273
Principal Securities
Iowa
$326K -$125K -2,829 -28%
IF
274
Intrua Financial
Texas
$323K – – –
FHC
275
First Heartland Consultants
Missouri
$319K -$14.3K -325 -4%
9 10
11
12 13