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SPDR Gold MiniShares Trust
GLDM

131 hedge funds and large institutions have $952M invested in SPDR Gold MiniShares Trust in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

42% more capital invested

Capital invested by funds: $672M → $952M (+$280M)

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

13% more funds holding

Funds holding: 116 → 131 (+15)

2.46% more ownership

Funds ownership: 29.95% → 32.41% (+2.5%)

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.89%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
31
Increased
49
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.2M
2
EW
Evoke Wealth
California
+$60.2M
3
CC
Cassaday & Co
Virginia
+$22.5M
4
PAG
Pinnacle Advisory Group
Maryland
+$21.4M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$19.1M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$25.1M
2
FI
FormulaFolio Investments
Michigan
-$23.1M
3
Macquarie Group
Macquarie Group
Australia
-$4.15M
4
FWM
Focused Wealth Management
New York
-$2.94M
5
Citigroup
Citigroup
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
51
Wealth Advisory Solutions
Indiana
$1.28M -$716K -22,685 -36%
IA
52
IFP Advisors
Florida
$1.28M +$609K +19,304 +97%
CTC
53
Central Trust Company
Missouri
$1.2M +$156K +4,953 +15%
FTUS
54
Flow Traders U.S.
New York
$1.16M +$1.17M +36,949 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.16M +$255K +8,080 +28%
AAS
56
Avantax Advisory Services
Texas
$1.09M +$274K +8,697 +33%
TAM
57
Tocqueville Asset Management
New York
$1.07M +$4.89K +155 +0.5%
SMFS
58
Squar Milner Financial Services
California
$1.06M +$196K +6,215 +23%
WWM
59
Windsor Wealth Management
Indiana
$1.06M -$10.9K -346 -1%
CA
60
Continuum Advisory
Idaho
$1.01M +$162K +5,140 +19%
BEAM
61
Baker Ellis Asset Management
Washington
$1M +$78.9K +2,500 +9%
SWM
62
SeaCrest Wealth Management
New York
$968K +$41K +1,300 +4%
FTI
63
Fiduciary Trust International
Massachusetts
$938K +$239K +7,585 +34%
BS
64
Boenning & Scattergood
Pennsylvania
$933K -$574K -18,201 -38%
AWM
65
Avior Wealth Management
Nebraska
$803K +$274K +8,681 +51%
SC
66
Savant Capital
Illinois
$694K – – –
WC
67
Weil Company
California
$612K – – –
BCM
68
Brookstone Capital Management
Illinois
$603K -$373K -11,834 -38%
BWA
69
Beam Wealth Advisors
Louisiana
$519K +$520K +16,493 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$467K +$468K +14,842 New
CIA
71
Choate Investment Advisors
Massachusetts
$462K +$464K +14,693 New
JCM
72
Jacobi Capital Management
Pennsylvania
$460K +$462K +14,625 New
RCA
73
Rowland Carmichael Advisors
Arizona
$440K -$74.7K -2,366 -14%
VCM
74
Verde Capital Management
Michigan
$429K -$4.51K -143 -1%
AWA
75
Acorn Wealth Advisors
Michigan
$411K +$395K +12,516 New
1 2
3
4 5

GLDM Hedge Fund Activity: Q1 2020 in Review

131 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2020, worth a combined $952M — up 42% from $672M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GLDM positions and 12 closed out — a net gain of 19 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $84.2M. The largest seller was 3EDGE Asset Management, cutting an estimated $25.1M.

  • 131 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2020, up from 116 in Q4 2019.
  • Funds reported $952M of SPDR Gold MiniShares Trust stock for Q1 2020, up 42% quarter-over-quarter.
  • 31 funds opened new SPDR Gold MiniShares Trust positions in Q1 2020 and 12 closed out, a net change of +19 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2020 was Bank of New York Mellon, an estimated $84.2M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2020 was 3EDGE Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2020.