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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
PP
276
PDS Planning
Ohio
$169K – – –
BIA
277
Bell Investment Advisors
California
$146K +$122K +3,200 +408%
HGERS
278
Householder Group Estate & Retirement Specialist
Arizona
$140K +$146K +3,820 New
MTC
279
Matrix Trust Company
Colorado
$110K +$14.1K +368 +14%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.1K -$4.82K -126 -5%
LFG
281
Larson Financial Group
Missouri
$94.3K +$229 +6 +0.2%
CT
282
Colonial Trust
South Carolina
$89.6K +$1.3K +34 +1%
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$86.8K – – –
IPW
284
Impact Partnership Wealth
Georgia
$75.6K +$65.1K +1,702 +471%
BCM
285
Birch Capital Management
Texas
$75.6K – – –
FWM
286
Focused Wealth Management
New York
$75.5K – – –
CB
287
Community Bank
New York
$73.8K +$1.53K +40 +2%
HI
288
Harbour Investments
Wisconsin
$67.3K +$4.97K +130 +8%
SCA
289
Stonebridge Capital Advisors
Minnesota
$66K – – –
RFG
290
RFP Financial Group
Georgia
$58K +$14.1K +368 +30%
PA
291
Parallel Advisors
California
$57.6K +$58.3K +1,524 +3,313%
Citigroup
292
Citigroup
New York
$49.6K +$47.7K +1,249 +1,201%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$47.6K -$917 -24 -2%
HCM
294
Hollencrest Capital Management
California
$44.4K – – –
HFS
295
Hantz Financial Services
Michigan
$40K +$42K +1,100 New
AF
296
Allworth Financial
California
$37.5K – – –
Bessemer Group
297
Bessemer Group
New Jersey
$32K – – –
KFI
298
Key Financial Inc
Pennsylvania
$30.7K – – –
PFBT
299
Parkside Financial Bank & Trust
Missouri
$30K +$31.2K +817 New
BWM
300
Baystate Wealth Management
Massachusetts
$29.5K – – –
10 11
12
13 14

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.