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SPDR Gold MiniShares Trust
GLDM

131 hedge funds and large institutions have $952M invested in SPDR Gold MiniShares Trust in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

42% more capital invested

Capital invested by funds: $672M → $952M (+$280M)

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

13% more funds holding

Funds holding: 116 → 131 (+15)

2.46% more ownership

Funds ownership: 29.95% → 32.41% (+2.5%)

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.89%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
31
Increased
49
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.2M
2
EW
Evoke Wealth
California
+$60.2M
3
CC
Cassaday & Co
Virginia
+$22.5M
4
PAG
Pinnacle Advisory Group
Maryland
+$21.4M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$19.1M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$25.1M
2
FI
FormulaFolio Investments
Michigan
-$23.1M
3
Macquarie Group
Macquarie Group
Australia
-$4.15M
4
FWM
Focused Wealth Management
New York
-$2.94M
5
Citigroup
Citigroup
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$8.5M -$783K -24,806 -8%
JFA
27
JNBA Financial Advisors
Minnesota
$7.11M -$221K -7,008 -3%
TFA
28
TPG Financial Advisors
Oregon
$7.08M +$62.8K +1,990 +0.9%
Mariner
29
Mariner
Kansas
$6.7M +$6.53M +206,946 New
SWM
30
Segment Wealth Management
Texas
$5.95M +$274K +8,698 +5%
22CM
31
20/20 Capital Management
California
$5.48M +$254K +8,045 +5%
LWPC
32
Legacy Wealth Partners (California)
California
$5.16M +$917K +29,058 +22%
VCM
33
Versant Capital Management
Arizona
$4.6M +$652K +20,673 +16%
MHS
34
M Holdings Securities
Oregon
$3.48M +$3.5M +110,798 New
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.76M +$755K +23,939 +38%
HCM
36
Hudson Capital Management
New Jersey
$2.72M +$2.73M +86,623 New
NA
37
Nottingham Advisors
New York
$2.6M -$71.2K -2,257 -3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.56M -$619K -19,615 -19%
VanEck Associates
39
VanEck Associates
New York
$2.44M -$993K -31,481 -29%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$2.39M -$56.8K -1,800 -2%
FAM
41
Formidable Asset Management
Ohio
$2.32M -$38.7K -1,226 -2%
MHIC
42
Marble Harbor Investment Counsel
Massachusetts
$2.12M – – –
Citadel Advisors
43
Citadel Advisors
Florida
$2.01M +$2.02M +63,865 New
FI
44
FormulaFolio Investments
Michigan
$1.7M -$23.1M -732,282 -93%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.58M +$1.94M +61,509 New
HIA
46
Harbor Investment Advisory
Maryland
$1.57M +$315K +9,976 +25%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.45M +$179K +5,665 +14%
MWM
48
Merriman Wealth Management
Washington
$1.42M +$1.42M +45,000 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.32M +$1.13M +35,820 +576%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.31M +$552K +17,487 +72%
1
2
3 4 5

GLDM Hedge Fund Activity: Q1 2020 in Review

131 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2020, worth a combined $952M — up 42% from $672M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GLDM positions and 12 closed out — a net gain of 19 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $84.2M. The largest seller was 3EDGE Asset Management, cutting an estimated $25.1M.

  • 131 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2020, up from 116 in Q4 2019.
  • Funds reported $952M of SPDR Gold MiniShares Trust stock for Q1 2020, up 42% quarter-over-quarter.
  • 31 funds opened new SPDR Gold MiniShares Trust positions in Q1 2020 and 12 closed out, a net change of +19 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2020 was Bank of New York Mellon, an estimated $84.2M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2020 was 3EDGE Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2020.