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SPDR Gold MiniShares Trust

254 hedge funds and large institutions have $2.86B invested in SPDR Gold MiniShares Trust in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 86

0.36% more ownership

Funds ownership: 60.98%61.33% (+0.36%)

7% less funds holding

Funds holding: 273254 (-19)

7% less capital invested

Capital invested by funds: $3.09B → $2.86B (-$225M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

40% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 45

Holders
254
Holders Change
-19
Holders Change %
-6.96%
% of All Funds
4.38%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.52%
New
27
Increased
92
Reduced
86
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$26.5M -$6.21M -181,155 -18%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$26.1M -$10.5M -305,229 -28%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$21.4M -$2.83M -82,565 -11%
CPA
29
Capital Planning Advisors
California
$18.5M -$6.5M -189,669 -25%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$18M +$491K +14,324 +3%
WWA
31
WCG Wealth Advisors
Nevada
$17.3M -$272K -7,929 -2%
SFG
32
SNS Financial Group
Minnesota
$17.1M +$410K +11,957 +2%
AssetMark Inc
33
AssetMark Inc
California
$16.8M -$1.34M -38,991 -7%
MW
34
MBL Wealth
North Carolina
$15.2M +$5.92M +172,714 +60%
SMDAM
35
Sumitomo Mitsui DS Asset Management
Japan
$15.2M +$4.11M +120,000 +35%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$14.8M -$19.2M -561,285 -56%
KMWM
37
Keudell/Morrison Wealth Management
Oregon
$13.1M +$581K +16,961 +4%
PAG
38
Private Advisor Group
New Jersey
$12.8M -$1.77M -51,618 -12%
JFA
39
JNBA Financial Advisors
Minnesota
$12.7M +$574K +16,756 +5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$12.2M +$1.05M +30,661 +9%
JGCM
41
Joseph Group Capital Management
Ohio
$12.1M -$278K -8,113 -2%
SEI Investments
42
SEI Investments
Pennsylvania
$11.7M +$3.1M +90,463 +34%
RJA
43
Raymond James & Associates
Florida
$11.7M -$1.73M -50,370 -12%
PPW
44
Parcion Private Wealth
Washington
$11.5M +$4.51M +131,484 +60%
AWM
45
AE Wealth Management
Kansas
$11.4M +$10.3M +299,322 +638%
EP
46
Eudaimonia Partners
Tennessee
$11.3M +$11.8M +343,496 New
NA
47
Nottingham Advisors
New York
$11.3M +$250K +7,284 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$10.9M -$750K -21,880 -6%
GAM
49
Gould Asset Management
California
$10.1M +$393K +11,450 +4%
Stifel Financial
50
Stifel Financial
Missouri
$9.51M -$450K -13,135 -4%

GLDM Hedge Fund Activity: Q3 2022 in Review

254 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2022, worth a combined $2.86B — down 7.3% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of GLDM and 27 opened new positions — a net loss of 18 holders — while 86 trimmed existing stakes and 92 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $92.6M. The largest seller was 3EDGE Asset Management, cutting an estimated $45.4M.

  • 254 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2022, down from 273 in Q2 2022.
  • Funds reported $2.86B of SPDR Gold MiniShares Trust stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 27 funds opened new SPDR Gold MiniShares Trust positions in Q3 2022 and 45 closed out, a net change of -18 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2022 was Sumitomo Mitsui Trust Group, an estimated $92.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2022 was 3EDGE Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q3 2022.