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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
Susquehanna International Group
351
Susquehanna International Group
Pennsylvania
– -$6.38M -167,438 Closed
New York State Common Retirement Fund
352
New York State Common Retirement Fund
New York
– -$5.01M -131,561 Closed
MCA
353
Magnolia Capital Advisors
Mississippi
– -$2.76M -72,563 Closed
FFP
354
Forbes Financial Planning
Rhode Island
– -$2.54M -66,658 Closed
CA
355
Cambridge Associates
Massachusetts
– -$1.96M -51,396 Closed
CAM
356
Cresset Asset Management
Illinois
– -$1.46M -38,250 Closed
MA
357
Mangham Associates
Virginia
– -$1.42M -37,305 Closed
OC
358
Oppenheimer & Co
New York
– -$1.38M -36,157 Closed
AT
359
American Trust
Kentucky
– -$673K -17,670 Closed
FAM
360
Formidable Asset Management
Ohio
– -$617K -16,209 Closed
AWM
361
Axxcess Wealth Management
California
– -$594K -15,590 Closed
SWM
362
SeaCrest Wealth Management
New York
– -$518K -13,587 Closed
V
363
Veritable
Delaware
– -$409K -10,750 Closed
ACM
364
Advisors Capital Management
New Jersey
– -$343K -9,013 Closed
RW
365
Regimen Wealth
Georgia
– -$254K -6,670 Closed
IF
366
IRON Financial
Illinois
– -$249K -6,550 Closed
DADC
367
D.A. Davidson & Co
Montana
– -$245K -6,419 Closed
VCA
368
Verdence Capital Advisors
Maryland
– -$240K -6,306 Closed
TSS
369
Two Sigma Securities
New York
– -$209K -5,487 Closed
MCA
370
MSH Capital Advisors
Arizona
– -$200K -5,260 Closed
EWA
371
EverSource Wealth Advisors
Alabama
– -$63.3K -1,661 Closed
PCA
372
Providence Capital Advisors
North Carolina
– -$46.4K -1,217 Closed
TCM
373
TD Capital Management
Tennessee
– -$19.5K -511 Closed
CWP
374
Concord Wealth Partners
Virginia
– -$13.4K -351 Closed
FA
375
Fiduciary Alliance
South Carolina
– -$8.04K -211 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.