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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
PFBT
326
Parkside Financial Bank & Trust
Missouri
$33.4K – – –
Fidelity Investments
327
Fidelity Investments
Massachusetts
$33.1K +$7.14K +182 +29%
BWM
328
Baystate Wealth Management
Massachusetts
$32.9K – – –
CJ
329
Caitlin John
Michigan
$32.2K +$30.9K +788 New
RG
330
Retirement Group
California
$30.1K – – –
BHWM
331
Beaird Harris Wealth Management
Texas
$27.1K – – –
NA
332
NewEdge Advisors
Louisiana
$24.5K +$22.3K +568 +1,832%
WB
333
Webster Bank
Connecticut
$23.2K +$22.3K +568 New
SNB
334
Security National Bank
Nebraska
$22.8K +$21.9K +558 New
SAM
335
Smartleaf Asset Management
Massachusetts
$21.8K +$20.9K +532 New
VF
336
VitalStone Financial
Texas
$21K -$4.51K -115 -18%
HFS
337
HBC Financial Services
Washington
$20K – – –
FMP
338
Financial Management Professionals
Texas
$17K – – –
GWSG
339
GPS Wealth Strategies Group
Colorado
$13.7K – – –
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K – – –
Citigroup
341
Citigroup
New York
$11.7K -$41.9K -1,068 -79%
PP
342
Pacifica Partners
Canada
$11.2K – – –
CWC
343
Carolinas Wealth Consulting
North Carolina
$10.9K +$314 +8 +3%
GWM
344
Geneos Wealth Management
Colorado
$10.6K – – –
MSG
345
Main Street Group
Virginia
$9.29K +$8.9K +227 New
FP
346
Financial Perspectives
Minnesota
$8.88K – – –
AF
347
Advisornet Financial
Minnesota
$8.35K +$4.08K +104 +104%
SIC
348
Salem Investment Counselors
North Carolina
$8.18K – – –
FFC
349
First Financial Corp
Indiana
$7.73K – – –
SRCM
350
Signature Resources Capital Management
California
$7.36K +$7.06K +180 New
12 13
14
15 16

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.