We are live on ! Find out more
GLDM icon

SPDR Gold MiniShares Trust

238 hedge funds and large institutions have $2.81B invested in SPDR Gold MiniShares Trust in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

48% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 67

5% more funds holding

Funds holding: 227238 (+11)

5% more capital invested

Capital invested by funds: $2.69B → $2.81B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.62% less ownership

Funds ownership: 33.78%32.16% (-1.6%)

Holders
238
Holders Change
+11
Holders Change %
+4.85%
% of All Funds
4.14%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
38
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$25.9M +$26.2M +726,137 +6,878%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$25.6M -$33.6K -932 -0.1%
CPA
28
Capital Planning Advisors
California
$24.1M +$952K +26,369 +4%
BWA
29
Burt Wealth Advisors
Maryland
$20.6M +$73.6K +2,038 +0.4%
CCP
30
Cardan Capital Partners
Colorado
$18.7M -$240K -6,643 -1%
WA
31
WestEnd Advisors
North Carolina
$18.2M -$19.2K -533 Closed
AssetMark Inc
32
AssetMark Inc
California
$18M +$150K +4,167 +0.8%
FEG
33
Financial Enhancement Group
Indiana
$17.5M +$8.93M +247,294 +99%
RJA
34
Raymond James & Associates
Florida
$16.8M +$766K +21,204 +5%
Ameriprise
35
Ameriprise
Minnesota
$15.4M +$2.09M +57,750 +15%
TC
36
TownSquare Capital
Utah
$12.7M +$12.8M +355,210 New
Stifel Financial
37
Stifel Financial
Missouri
$12.1M +$1.11M +30,615 +10%
FMP
38
Financial Management Professionals
Texas
$11.4M +$1.55M +42,970 +15%
QCM
39
Quest Capital Management
Texas
$11.2M +$460K +12,747 +4%
JFA
40
JNBA Financial Advisors
Minnesota
$10.4M +$823K +22,785 +8%
NA
41
Nottingham Advisors
New York
$9.86M +$268K +7,436 +3%
Deutsche Bank
42
Deutsche Bank
Germany
$9.62M +$1.56M +43,250 +19%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$9.31M +$1.95M +54,114 +26%
DF
44
Donoghue Forlines
Massachusetts
$8.78M -$711K -19,690 -7%
FSG
45
Financial Strategies Group
Michigan
$8.52M +$752K +20,825 +9%
TCCM
46
Timber Creek Capital Management
Massachusetts
$8.42M +$49.8K +1,380 +0.6%
GAM
47
Gould Asset Management
California
$8.28M +$6.28M +174,005 +285%
TFA
48
TPG Financial Advisors
Oregon
$8.25M -$159K -4,417 -2%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$8.15M +$182K +5,037 +2%
PAG
50
Private Advisor Group
New Jersey
$7.89M +$7.26M +201,149 +879%

GLDM Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2021, worth a combined $2.81B — up 4.5% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GLDM positions and 22 closed out — a net gain of 16 holders — while 99 added to existing stakes and 67 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $39.7M. The largest seller was Morgan Stanley, cutting an estimated $54.6M.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2021, up from 227 in Q1 2021.
  • Funds reported $2.81B of SPDR Gold MiniShares Trust stock for Q2 2021, up 4.5% quarter-over-quarter.
  • 38 funds opened new SPDR Gold MiniShares Trust positions in Q2 2021 and 22 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $39.7M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2021 was Morgan Stanley, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2021.