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SPDR Gold MiniShares Trust
GLDM

46 hedge funds and large institutions have $317M invested in SPDR Gold MiniShares Trust in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

171% more funds holding

Funds holding: 17 → 46 (+29)

66% more capital invested

Capital invested by funds: $191M → $317M (+$126M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

Holders
46
Holders Change
+29
Holders Change %
+170.59%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
11
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$29.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.5M
3
PI
PFS Investments
Georgia
+$10.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$7.61M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$5.97M

Top Sellers

1
VF
Virtu Financial
New York
-$1.45M
2
Jane Street
Jane Street
New York
-$1.02M
3
RJA
Raymond James & Associates
Florida
-$136K
4
MC
Moors & Cabot
Massachusetts
-$61.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$228K +$218K +8,890 New
BUB
27
BBVA USA Bancshares
Texas
$216K +$207K +8,426 New
RCA
28
Rowland Carmichael Advisors
Arizona
$209K +$201K +8,167 New
MA
29
Mutual Advisors
Nebraska
$151K +$145K +5,887 New
NEIRG
30
New England Investment & Retirement Group
Massachusetts
$144K +$138K +5,607 New
MC
31
Moors & Cabot
Massachusetts
$141K -$61.4K -2,500 -31%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$140K +$30.5K +1,244 +30%
CTC
33
Central Trust Company
Missouri
$120K +$8.84K +360 +8%
GTAM
34
Global Trust Asset Management
Florida
$118K +$113K +4,588 New
LYV
35
Live Your Vision
Pennsylvania
$47K +$44.6K +1,818 New
SMFS
36
Squar Milner Financial Services
California
$39K +$37.8K +1,539 New
AG
37
Advisor Group
Arizona
$34K +$33.1K +1,347 New
TCM
38
Tradewinds Capital Management
Washington
$28K +$12.3K +500 +83%
LFG
39
Larson Financial Group
Missouri
$13K +$12.3K +500 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.39K +179 New
W
41
WealthOne
New York
$3K +$2.48K +101 New
CFGS
42
Concourse Financial Group Securities
Alabama
$2K +$2.09K +85 New
IA
43
IFP Advisors
Florida
$2K +$2.16K +88 New
AssetMark Inc
44
AssetMark Inc
California
$1K +$761 +31 New
S
45
SignatureFD
Georgia
$1K +$1.23K +50 New
Jane Street
46
Jane Street
New York
– -$1.02M -42,930 Closed
1
2

GLDM Hedge Fund Activity: Q4 2018 in Review

46 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2018, worth a combined $317M — up 66% from $191M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GLDM positions and 1 closed out — a net gain of 29 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Virtu Financial, cutting an estimated $1.45M.

  • 46 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2018, up from 17 in Q3 2018.
  • Funds reported $317M of SPDR Gold MiniShares Trust stock for Q4 2018, up 66% quarter-over-quarter.
  • 30 funds opened new SPDR Gold MiniShares Trust positions in Q4 2018 and 1 closed out, a net change of +29 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q4 2018 was 3EDGE Asset Management, an estimated $29.4M added.
  • The largest SPDR Gold MiniShares Trust seller in Q4 2018 was Virtu Financial, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2018.