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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
NS
351
NBC Securities
Alabama
$7K – – –
SWS
352
SYSTM Wealth Solutions
Illinois
$6.87K +$6.59K +168 New
AIC
353
Archer Investment Corporation
Indiana
$6.34K +$6.08K +155 New
BWL
354
Bogart Wealth LLC
Virginia
$6.3K +$1.1K +28 +22%
TCM
355
TD Capital Management
Tennessee
$6.3K +$6.04K +154 New
FCAS
356
First Command Advisory Services
Texas
$5.48K +$9.18K +234 New
S
357
SignatureFD
Georgia
$4.09K – – –
TRCT
358
Tower Research Capital (TRC)
New York
$4.05K – – –
SS
359
Sunbelt Securities
Texas
$4.01K – – –
CAM
360
Creekmur Asset Management
Illinois
$3.56K +$3.41K +87 New
SSB
361
Sandy Spring Bank
Maryland
$3.35K – – –
SWC
362
Spectrum Wealth Counsel
Indiana
$1.47K +$1.41K +36 New
IRAG
363
Investment Research & Advisory Group
Georgia
$1.39K +$1.33K +34 New
HIM
364
Hillsdale Investment Management
Ontario, Canada
$1.1K – – –
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$1.02K -$3.37K -86 -77%
MIM
366
Macroview Investment Management
Maryland
$1.02K – – –
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$1K -$20.3K -519 -95%
C
368
Covestor
United Kingdom
$1K – – –
BLC
369
Brown, Lisle/Cummings
Rhode Island
$941 – – –
Toronto Dominion Bank
370
Toronto Dominion Bank
Ontario, Canada
$900 +$863 +22 New
NSIM
371
North Star Investment Management
Illinois
$818 – – –
GEA
372
Glen Eagle Advisors
New Jersey
$450 -$863 -22 -67%
TC
373
Truvestments Capital
Florida
$205 +$196 +5 New
FBC
374
Fairfield, Bush & Co
Connecticut
$82 +$78 +2 New
EW
375
Evoke Wealth
California
– -$199M -5,433,367 Closed
13 14
15
16 17

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.