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SPDR Gold MiniShares Trust
GLDM

116 hedge funds and large institutions have $672M invested in SPDR Gold MiniShares Trust in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

17% more funds holding

Funds holding: 99 → 116 (+17)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

9% more capital invested

Capital invested by funds: $619M → $672M (+$53.5M)

0.06% less ownership

Funds ownership: 30.01% → 29.95% (-0.06%)

Holders
116
Holders Change
+17
Holders Change %
+17.17%
% of All Funds
2.29%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
35
Increased
41
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$26.5M
2
UBS Group
UBS Group
Switzerland
+$10.3M
3
Cohen & Steers
Cohen & Steers
New York
+$7.99M
4
SEI Investments
SEI Investments
Pennsylvania
+$6.44M
5
RCYC
Richard C. Young & Co
Rhode Island
+$4.22M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$37.3M
2
3AM
3EDGE Asset Management
Florida
-$10.4M
3
CC
Cassaday & Co
Virginia
-$4.79M
4
VF
Virtu Financial
New York
-$3.52M
5
FTUS
Flow Traders U.S.
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
51
Virtu Financial
New York
$980K -$3.52M -118,786 -79%
BCM
52
Brookstone Capital Management
Illinois
$939K +$918K +31,012 New
SWM
53
SeaCrest Wealth Management
New York
$893K -$505K -17,048 -37%
BEAM
54
Baker Ellis Asset Management
Washington
$889K +$869K +29,375 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$872K +$121K +4,104 +17%
SMFS
56
Squar Milner Financial Services
California
$834K -$1.04M -35,225 -56%
CA
57
Continuum Advisory
Idaho
$806K +$237K +7,997 +43%
AAS
58
Avantax Advisory Services
Texas
$793K +$351K +11,860 +83%
MML Investors Services
59
MML Investors Services
Massachusetts
$737K +$24.7K +836 +4%
FTI
60
Fiduciary Trust International
Massachusetts
$674K – – –
SC
61
Savant Capital
Illinois
$668K +$31.5K +1,065 +5%
IA
62
IFP Advisors
Florida
$602K +$115K +3,900 +24%
WC
63
Weil Company
California
$590K – – –
FAAS
64
First Allied Advisory Services
California
$563K +$555K +18,738 New
AWM
65
Avior Wealth Management
Nebraska
$511K +$403K +13,612 +416%
RCA
66
Rowland Carmichael Advisors
Arizona
$495K – – –
VCM
67
Verde Capital Management
Michigan
$417K +$408K +13,785 New
SIG
68
Sargent Investment Group
Maryland
$400K +$391K +13,213 New
GIM
69
Goelzer Investment Management
Indiana
$394K – – –
FHC
70
First Heartland Consultants
Missouri
$380K -$5.68K -192 -2%
AP
71
Adero Partners
California
$363K +$355K +12,000 New
PBF
72
Petix & Botte Financial
California
$338K +$331K +11,172 New
PFA
73
Professional Financial Advisors
Nebraska
$320K +$313K +10,573 New
Cerity Partners
74
Cerity Partners
New York
$280K +$274K +9,253 New
KCM
75
Kendall Capital Management
Maryland
$274K +$27.8K +939 +12%
1 2
3
4 5

GLDM Hedge Fund Activity: Q4 2019 in Review

116 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2019, worth a combined $672M — up 8.7% from $619M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GLDM positions and 17 closed out — a net gain of 18 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Gradient Investments, adding an estimated $26.5M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, exiting entirely with an estimated $37.3M sold.

  • 116 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $672M of SPDR Gold MiniShares Trust stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 35 funds opened new SPDR Gold MiniShares Trust positions in Q4 2019 and 17 closed out, a net change of +18 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q4 2019 was Gradient Investments, an estimated $26.5M added.
  • The largest SPDR Gold MiniShares Trust seller in Q4 2019 was Adventist Health System Sunbelt Healthcare Corp, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2019.