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SPDR Gold MiniShares Trust
GLDM

116 hedge funds and large institutions have $672M invested in SPDR Gold MiniShares Trust in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

17% more funds holding

Funds holding: 99 → 116 (+17)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

9% more capital invested

Capital invested by funds: $619M → $672M (+$53.5M)

0.06% less ownership

Funds ownership: 30.01% → 29.95% (-0.06%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
2.29%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
35
Increased
41
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$26.5M
2
UBS Group
UBS Group
Switzerland
+$10.3M
3
Cohen & Steers
Cohen & Steers
New York
+$7.99M
4
SEI Investments
SEI Investments
Pennsylvania
+$6.44M
5
RCYC
Richard C. Young & Co
Rhode Island
+$4.22M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$37.3M
2
3AM
3EDGE Asset Management
Florida
-$10.4M
3
CC
Cassaday & Co
Virginia
-$4.79M
4
VF
Virtu Financial
New York
-$3.52M
5
FTUS
Flow Traders U.S.
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Segment Wealth Management
Texas
$5.46M +$29.5K +998 +0.6%
EW
27
Evoke Wealth
California
$5M +$65.2K +2,203 +1%
22CM
28
20/20 Capital Management
California
$4.75M +$4.5M +152,140 New
LWPC
29
Legacy Wealth Partners (California)
California
$4.19M +$3.99M +134,941 New
Macquarie Group
30
Macquarie Group
Australia
$4.15M +$4.05M +136,893 New
VCM
31
Versant Capital Management
Arizona
$3.8M +$902K +30,487 +32%
VanEck Associates
32
VanEck Associates
New York
$3.3M -$150K -5,065 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.06M +$2.23M +75,248 +291%
GAM
34
Gould Asset Management
California
$2.98M +$193K +6,535 +7%
FWM
35
Focused Wealth Management
New York
$2.82M -$170K -5,733 -6%
Citigroup
36
Citigroup
New York
$2.74M +$2.68M +90,400 New
NA
37
Nottingham Advisors
New York
$2.57M +$330K +11,143 +15%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$2.36M -$169K -5,700 -7%
FAM
39
Formidable Asset Management
Ohio
$2.27M +$1.82M +61,599 +461%
MHIC
40
Marble Harbor Investment Counsel
Massachusetts
$2.04M -$51.8K -1,750 -3%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.93M -$503K -17,013 -21%
WAS
42
Wealth Advisory Solutions
Indiana
$1.92M +$1.88M +63,511 New
CF
43
Copperwynd Financial
Arizona
$1.85M -$1.74M -58,700 -49%
1NWS
44
1 North Wealth Services
Maryland
$1.53M +$1.5M +50,627 New
BS
45
Boenning & Scattergood
Pennsylvania
$1.45M -$2.47M -83,522 -64%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.22M +$22.6K +763 +2%
HIA
47
Harbor Investment Advisory
Maryland
$1.21M +$1.18M +39,877 New
WWM
48
Windsor Wealth Management
Indiana
$1.03M +$121K +4,075 +14%
TAM
49
Tocqueville Asset Management
New York
$1.02M -$1.98K -67 -0.2%
CTC
50
Central Trust Company
Missouri
$1M +$154K +5,187 +19%
1
2
3 4 5

GLDM Hedge Fund Activity: Q4 2019 in Review

116 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2019, worth a combined $672M — up 8.7% from $619M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GLDM positions and 17 closed out — a net gain of 18 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Gradient Investments, adding an estimated $26.5M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, exiting entirely with an estimated $37.3M sold.

  • 116 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $672M of SPDR Gold MiniShares Trust stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 35 funds opened new SPDR Gold MiniShares Trust positions in Q4 2019 and 17 closed out, a net change of +18 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q4 2019 was Gradient Investments, an estimated $26.5M added.
  • The largest SPDR Gold MiniShares Trust seller in Q4 2019 was Adventist Health System Sunbelt Healthcare Corp, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2019.