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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 %
WAS
376
Wealth Advisory Solutions
Indiana
– -$5.15M -140,415 Closed
AHSSHC
377
Adventist Health System Sunbelt Healthcare Corp
Florida
– -$2.83M -77,126 Closed
SPA
378
Sentinel Pension Advisors
Massachusetts
– -$2.69M -73,257 Closed
MAWAG
379
Mid-American Wealth Advisory Group
Missouri
– -$2.42M -65,450 Closed
AI
380
Atria Investments
North Carolina
– -$1.44M -39,359 Closed
RCM
381
Requisite Capital Management
Texas
– -$725K -38,287 Closed
LAS
382
Lloyd Advisory Services
Georgia
– -$818K -22,316 Closed
NG
383
Norden Group
Utah
– -$818K -22,316 Closed
BOSSRA
384
B.O.S.S. Retirement Advisors
Utah
– -$627K -17,108 Closed
LG
385
LAM Group
Oregon
– -$606K -16,530 Closed
PA
386
Procyon Advisors
Connecticut
– -$494K -13,476 Closed
GLR
387
Great Lakes Retirement
Ohio
– -$423K -11,532 Closed
FSA
388
Financial Sense Advisors
California
– -$349K -9,515 Closed
ACA
389
Aptus Capital Advisors
Alabama
– -$337K -9,183 Closed
SAM
390
Synergy Asset Management
Washington
– -$269K -7,344 Closed
CFA
391
Cahill Financial Advisors
Minnesota
– -$267K -7,289 Closed
CPW
392
Catalyst Private Wealth
California
– -$261K -7,121 Closed
Truist Financial
393
Truist Financial
North Carolina
– -$259K -7,056 Closed
MA
394
MONECO Advisors
Connecticut
– -$257K -6,997 Closed
TA
395
Trellis Advisors
Washington
– -$247K -6,744 Closed
MFWP
396
Mosaic Family Wealth Partners
Missouri
– -$221K -6,033 Closed
ETC
397
Exchange Traded Concepts
Oklahoma
– -$213K -5,821 Closed
AWA
398
Authentikos Wealth Advisory
California
– -$208K -5,686 Closed
CA
399
CGN Advisors
Kansas
– -$204K -5,563 Closed
SCA
400
Stonebridge Capital Advisors
Minnesota
– -$66K -1,801 Closed
13 14 15
16
17