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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
AF
326
Advisornet Financial
Minnesota
$3.67K – – –
S
327
SignatureFD
Georgia
$3.67K – – –
TRCT
328
Tower Research Capital (TRC)
New York
$3.63K – – –
SS
329
Sunbelt Securities
Texas
$3.59K +$3.75K +98 New
BWS
330
Buck Wealth Strategies
Colorado
$3.04K – – –
SSB
331
Sandy Spring Bank
Maryland
$3.01K – – –
CIA
332
Cape Investment Advisory
Georgia
$2.64K +$2.75K +72 New
OLVIG
333
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02K -$7.76K -203 -79%
CA
334
Crewe Advisors
Utah
$1.72K – – –
HNB
335
Huntington National Bank
Ohio
$1.58K – – –
GEA
336
Glen Eagle Advisors
New Jersey
$1.21K – – –
NA
337
NewEdge Advisors
Louisiana
$1.14K +$1.19K +31 New
C
338
Covestor
United Kingdom
$1K – – –
HIM
339
Hillsdale Investment Management
Ontario, Canada
$990 – – –
MIM
340
Macroview Investment Management
Maryland
$917 – – –
BLC
341
Brown, Lisle/Cummings
Rhode Island
$843 – – –
NSIM
342
North Star Investment Management
Illinois
$733 – – –
GWS
343
Glassman Wealth Services
Virginia
$733 +$765 +20 New
RWPA
344
Richard W. Paul & Associates
Michigan
$513 +$420 +11 +367%
CCWM
345
Cassaday & Co Wealth Management
Virginia
– -$200M -5,250,656 Closed
Charles Schwab
346
Charles Schwab
California
– -$72.6M -1,906,482 Closed
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
– -$40.5M -1,039,660 Closed
BFA
348
Beaumont Financial Advisors
Massachusetts
– -$14.2M -373,992 Closed
FSG
349
Financial Strategies Group
Michigan
– -$9.16M -240,396 Closed
VF
350
Virtu Financial
New York
– -$7.86M -206,368 Closed
12 13
14
15 16

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.