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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

372 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, 108 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+29
Holders Change %
+8.45%
% of All Funds
5.45%
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
108
Reduced
127
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Jane Street
Jane Street
New York
$128M
3
Charles Schwab
Charles Schwab
California
$78.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$69.1M
5
GI
Gradient Investments
Minnesota
$56.8M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$565M
3
SEI Investments
SEI Investments
Pennsylvania
$8.53M
4
Osaic Holdings
Osaic Holdings
Arizona
$20M
5
TI
Tidal Investments
Wisconsin
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
276
Lee Financial
Texas
$253K – – –
ML
277
McAdam LLC
Pennsylvania
$251K – – –
VanEck Associates
278
VanEck Associates
New York
$245K – – –
AIM
279
Anchor Investment Management
South Carolina
$244K – – –
AI
280
AXS Investments
New York
$242K -$26.8K -655 -10%
SFM
281
Signet Financial Management
New Jersey
$238K +$238K +5,827 New
GWS
282
Glassman Wealth Services
Virginia
$238K +$237K +5,800 +29,000%
OA
283
Oceanside Advisors
South Carolina
$235K +$235K +5,737 New
HIMC
284
Heritage Investors Management Corp
Maryland
$233K – – –
PG
285
Patten Group
Tennessee
$228K +$228K +5,568 New
IWC
286
Integrated Wealth Concepts
Massachusetts
$228K -$22.1K -539 -9%
AIM
287
Access Investment Management
Georgia
$220K +$220K +5,370 New
VCA
288
Verdence Capital Advisors
Maryland
$217K +$217K +5,299 New
WC
289
Wynn Capital
Georgia
$209K +$209K +5,100 New
IWM
290
IHT Wealth Management
Illinois
$207K +$207K +5,063 New
MCA
291
MSH Capital Advisors
Arizona
$204K +$204K +4,995 New
SSWM
292
Sheets Smith Wealth Management
North Carolina
$203K +$203K +4,957 New
PTC
293
Private Trust Company
Ohio
$200K – – –
SWM
294
Spire Wealth Management
Virginia
$196K -$10.1K -250 -5%
NRG
295
Nemes Rush Group
Michigan
$163K -$52.9K -1,292 -24%
BIA
296
Bell Investment Advisors
California
$163K – – –
BCM
297
Birch Capital Management
Texas
$145K +$60.2K +1,472 +71%
CP
298
Castleview Partners
Texas
$130K +$130K +3,177 New
MSWM
299
Mowery & Schoenfeld Wealth Management
Illinois
$115K +$115K +2,799 New
HGERS
300
Householder Group Estate & Retirement Specialist
Arizona
$114K -$41.2K -1,014 -27%
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