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SPDR Gold MiniShares Trust
GLDM

273 hedge funds and large institutions have $3.09B invested in SPDR Gold MiniShares Trust in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

27% more funds holding in top 10

Funds holding in top 10: 26 → 33 (+7)

22% more capital invested

Capital invested by funds: $2.54B → $3.09B (+$549M)

15% more funds holding

Funds holding: 238 → 273 (+35)

12.77% more ownership

Funds ownership: 48.21% → 60.98% (+13%)

2% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 86

Holders
273
Holders Change
+35
Holders Change %
+14.71%
% of All Funds
4.6%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.56%
New
65
Increased
88
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$346M
2
APF
Alaska Permanent Fund
Alaska
+$194M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$123M
4
LPL Financial
LPL Financial
California
+$36.7M
5
Asset Management One
Asset Management One
Japan
+$35.8M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$99M
2
RWA
RGT Wealth Advisors
Texas
-$19.8M
3
State Street
State Street
Massachusetts
-$19.5M
4
TI
Tidal Investments
Wisconsin
-$17.4M
5
BCM
Brookstone Capital Management
Illinois
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
26
Hollow Brook Wealth Management
New York
$31.1M +$65K +1,748 +0.2%
RCYC
27
Richard C. Young & Co
Rhode Island
$30.8M +$612K +16,464 +2%
CPA
28
Capital Planning Advisors
California
$26.9M +$959K +25,779 +4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$26.2M +$3.37M +90,655 +14%
BWA
30
Burt Wealth Advisors
Maryland
$21.4M -$240K -6,450 -1%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$21.1M +$21.9M +589,450 New
ETC
32
Exchange Traded Concepts
Oklahoma
$20.9M +$21.6M +581,246 New
AssetMark Inc
33
AssetMark Inc
California
$19.6M +$148K +3,987 +0.7%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$19M -$631K -16,967 -3%
PI
35
PFS Investments
Georgia
$18.3M -$5.1M -137,028 -21%
SFG
36
SNS Financial Group
Minnesota
$18.2M +$11.9M +319,071 +170%
WWA
37
WCG Wealth Advisors
Nevada
$18M +$18.6M +501,036 New
PAG
38
Private Advisor Group
New Jersey
$15.7M +$16.3M +438,490 New
RJA
39
Raymond James & Associates
Florida
$14.5M +$537K +14,425 +4%
TCCM
40
Timber Creek Capital Management
Massachusetts
$14.1M +$7.63K +205 +0.1%
KMWM
41
Keudell/Morrison Wealth Management
Oregon
$13.7M +$14.2M +381,499 New
JGCM
42
Joseph Group Capital Management
Ohio
$13.4M +$1.15M +30,792 +9%
JFA
43
JNBA Financial Advisors
Minnesota
$13.2M +$1.02M +27,552 +8%
Osaic Holdings
44
Osaic Holdings
Arizona
$12.6M +$8.31M +223,366 +175%
SMDAM
45
Sumitomo Mitsui DS Asset Management
Japan
$12.2M -$361K -9,700 -3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$12.2M +$2.43M +65,284 +24%
GAG
47
Goodman Advisory Group
Massachusetts
$12.1M +$12.6M +337,976 New
NA
48
Nottingham Advisors
New York
$12M +$303K +8,150 +2%
JCA
49
January Capital Advisors
California
$11.2M -$1.08K -29 -0%
Stifel Financial
50
Stifel Financial
Missouri
$10.8M +$76.8K +2,066 +0.7%
1
2
3 4 5

GLDM Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2022, worth a combined $3.09B — up 22% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new GLDM positions and 29 closed out — a net gain of 36 holders — while 88 added to existing stakes and 86 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $346M. The largest seller was 3EDGE Asset Management, cutting an estimated $99M.

  • 273 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2022, up from 238 in Q1 2022.
  • Funds reported $3.09B of SPDR Gold MiniShares Trust stock for Q2 2022, up 22% quarter-over-quarter.
  • 65 funds opened new SPDR Gold MiniShares Trust positions in Q2 2022 and 29 closed out, a net change of +36 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2022 was Sumitomo Mitsui Trust Group, an estimated $346M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2022 was 3EDGE Asset Management, an estimated $99M sold.

Based on aggregated 13F filings for Q2 2022.