We are live on ! Find out more
GLDM icon

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
Citadel Advisors
376
Citadel Advisors
Florida
– -$16.3M -444,752 Closed
WAS
377
Wealth Advisory Solutions
Indiana
– -$5.15M -140,415 Closed
AHSSHC
378
Adventist Health System Sunbelt Healthcare Corp
Florida
– -$2.83M -77,126 Closed
SPA
379
Sentinel Pension Advisors
Massachusetts
– -$2.69M -73,257 Closed
MAWAG
380
Mid-American Wealth Advisory Group
Missouri
– -$2.42M -65,450 Closed
AI
381
Atria Investments
North Carolina
– -$1.44M -39,359 Closed
RCM
382
Requisite Capital Management
Texas
– -$725K -38,287 Closed
LAS
383
Lloyd Advisory Services
Georgia
– -$818K -22,316 Closed
NG
384
Norden Group
Utah
– -$818K -22,316 Closed
BOSSRA
385
B.O.S.S. Retirement Advisors
Utah
– -$627K -17,108 Closed
LG
386
LAM Group
Oregon
– -$606K -16,530 Closed
PA
387
Procyon Advisors
Connecticut
– -$494K -13,476 Closed
GLR
388
Great Lakes Retirement
Ohio
– -$423K -11,532 Closed
FSA
389
Financial Sense Advisors
California
– -$349K -9,515 Closed
ACA
390
Aptus Capital Advisors
Alabama
– -$337K -9,183 Closed
SAM
391
Synergy Asset Management
Washington
– -$269K -7,344 Closed
CFA
392
Cahill Financial Advisors
Minnesota
– -$267K -7,289 Closed
CPW
393
Catalyst Private Wealth
California
– -$261K -7,121 Closed
Truist Financial
394
Truist Financial
North Carolina
– -$259K -7,056 Closed
MA
395
MONECO Advisors
Connecticut
– -$257K -6,997 Closed
TA
396
Trellis Advisors
Washington
– -$247K -6,744 Closed
MFWP
397
Mosaic Family Wealth Partners
Missouri
– -$221K -6,033 Closed
ETC
398
Exchange Traded Concepts
Oklahoma
– -$213K -5,821 Closed
AWA
399
Authentikos Wealth Advisory
California
– -$208K -5,686 Closed
CA
400
CGN Advisors
Kansas
– -$204K -5,563 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.