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SPDR Gold MiniShares Trust
GLDM

238 hedge funds and large institutions have $2.54B invested in SPDR Gold MiniShares Trust in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

16.07% more ownership

Funds ownership: 32.14% → 48.21% (+16%)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

7% less funds holding

Funds holding: 257 → 238 (-19)

11% less capital invested

Capital invested by funds: $2.84B → $2.54B (-$300M)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

Holders
238
Holders Change
-19
Holders Change %
-7.39%
% of All Funds
3.75%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
44
Increased
95
Reduced
87
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthsimple
Ontario, Canada
+$214M
2
State Street
State Street
Massachusetts
+$78.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.7M
4
BWA
Burt Wealth Advisors
Maryland
+$22.5M
5
CWM
Congress Wealth Management
Massachusetts
+$15.1M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$324M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$57.6M
3
Jane Street
Jane Street
New York
-$53.3M
4
MD
Money Design
Japan
-$51.6M
5
AA
Advisory Alpha
Michigan
-$46.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$24.6M +$638K +17,078 +3%
BWA
27
Burt Wealth Advisors
Maryland
$23.2M +$22.5M +601,955 New
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$21.1M -$3.13M -83,730 -13%
AssetMark Inc
29
AssetMark Inc
California
$20.9M +$21K +562 +0.1%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$19.4M +$8.47M +226,824 +82%
TCCM
31
Timber Creek Capital Management
Massachusetts
$15.1M -$271K -7,268 -2%
RJA
32
Raymond James & Associates
Florida
$15M +$6.57M +176,024 +82%
SMDAM
33
Sumitomo Mitsui DS Asset Management
Japan
$13.5M +$1.88M +50,450 +17%
JGCM
34
Joseph Group Capital Management
Ohio
$13.2M +$12.8M +342,711 +835,880%
JFA
35
JNBA Financial Advisors
Minnesota
$13.1M +$261K +6,984 +2%
NA
36
Nottingham Advisors
New York
$12.6M +$904K +24,216 +8%
BCM
37
Brookstone Capital Management
Illinois
$11.8M +$11.3M +303,715 New
GAM
38
Gould Asset Management
California
$11.5M +$5.44M +145,704 +94%
Stifel Financial
39
Stifel Financial
Missouri
$11.5M -$1.99M -53,281 -15%
FEG
40
Financial Enhancement Group
Indiana
$11.3M -$9.84M -263,577 -47%
PFA
41
Peak Financial Advisors
Colorado
$11.3M +$11M +293,889 New
JCA
42
January Capital Advisors
California
$11.2M +$2.75M +73,540 +31%
AWM
43
AE Wealth Management
Kansas
$11M +$7.56M +202,572 +246%
FSG
44
Financial Strategies Group
Michigan
$10.7M +$338K +9,059 +3%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$10.5M +$2.01M +53,908 +25%
Deutsche Bank
46
Deutsche Bank
Germany
$10.5M – – –
PCMM
47
Piedmont Capital Management (Montana)
Montana
$10.5M +$10.1M +271,589 New
SEI Investments
48
SEI Investments
Pennsylvania
$10.4M +$695K +18,607 +7%
BFA
49
Beaumont Financial Advisors
Massachusetts
$10.3M +$10M +268,457 New
LWAC
50
Laurel Wealth Advisors (California)
California
$10M +$2.92M +78,101 +43%
1
2
3 4 5

GLDM Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2022, worth a combined $2.54B — down 11% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of GLDM and 44 opened new positions — a net loss of 11 holders — while 87 trimmed existing stakes and 95 added.

The largest buyer was Wealthsimple, opening a new position worth an estimated $214M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $324M sold.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $2.54B of SPDR Gold MiniShares Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 44 funds opened new SPDR Gold MiniShares Trust positions in Q1 2022 and 55 closed out, a net change of -11 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2022 was Wealthsimple, an estimated $214M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2022 was Sumitomo Mitsui Trust Group, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2022.