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SPDR Gold MiniShares Trust

377 hedge funds and large institutions have $4.33B invested in SPDR Gold MiniShares Trust in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 149 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 121

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

6% more capital invested

Capital invested by funds: $4.09B → $4.33B (+$244M)

1% more funds holding

Funds holding: 373377 (+4)

3.15% less ownership

Funds ownership: 64.25%61.1% (-3.2%)

Holders
377
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
5.43%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.55%
New
44
Increased
149
Reduced
121
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$39M -$1.24M -30,113 -3%
RCYC
27
Richard C. Young & Co
Rhode Island
$38.7M -$458K -11,152 -1%
AIS
28
American Investment Services
Massachusetts
$38M +$332K +8,075 +0.9%
GVAG
29
Great Valley Advisor Group
Delaware
$37M +$8.14M +198,201 +31%
Cohen & Steers
30
Cohen & Steers
New York
$31.2M -$11.3M -275,908 -28%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$29.3M -$306K -7,452 -1%
VanEck Associates
32
VanEck Associates
New York
$29.1M +$26.9M +654,000 +10,913%
NL
33
NEPC LLC
Massachusetts
$29M +$11.4M +277,470 +73%
CPA
34
Capital Planning Advisors
California
$28.7M +$1.26M +30,727 +5%
CIM
35
Confluence Investment Management
Missouri
$27.1M +$11M +268,562 +77%
BWA
36
Burt Wealth Advisors
Maryland
$26.3M +$1.54M +37,391 +7%
PA
37
Pineridge Advisors
Missouri
$25.7M -$364K -8,862 -1%
SEI Investments
38
SEI Investments
Pennsylvania
$25.1M +$14.9M +362,121 +174%
MW
39
MBL Wealth
North Carolina
$25M +$482K +11,735 +2%
AssetMark Inc
40
AssetMark Inc
California
$23M +$3.38M +82,263 +19%
Cerity Partners
41
Cerity Partners
New York
$22.9M -$517K -12,594 -2%
SFG
42
SNS Financial Group
Minnesota
$22.6M -$107K -2,611 -0.5%
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$21.3M -$314K -7,643 -2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$19.5M +$574K +13,972 +3%
WAS
45
Wealth Advisory Solutions
Indiana
$19M +$16.9M +410,747 New
Osaic Holdings
46
Osaic Holdings
Arizona
$18M -$3.33M -80,924 -17%
SPA
47
Sentinel Pension Advisors
Massachusetts
$17.9M +$16.7M +407,387 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$17.6M -$112K -2,714 -0.7%
OCBCO
49
Oversea-Chinese Banking Corp (OCBC)
Singapore
$17.4M +$100K +2,445 +0.6%
NF
50
NavPoint Financial
Minnesota
$16.8M -$777K -18,899 -5%

GLDM Hedge Fund Activity: Q1 2024 in Review

377 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2024, worth a combined $4.33B — up 6% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GLDM positions and 36 closed out — a net gain of 8 holders — while 149 added to existing stakes and 121 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $274M.

  • 377 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2024, up from 373 in Q4 2023.
  • Funds reported $4.33B of SPDR Gold MiniShares Trust stock for Q1 2024, up 6% quarter-over-quarter.
  • 44 funds opened new SPDR Gold MiniShares Trust positions in Q1 2024 and 36 closed out, a net change of +8 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2024 was Evoke Wealth, an estimated $257M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2024 was Morgan Stanley, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2024.