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SPDR Gold MiniShares Trust

238 hedge funds and large institutions have $2.81B invested in SPDR Gold MiniShares Trust in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

48% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 67

5% more funds holding

Funds holding: 227238 (+11)

5% more capital invested

Capital invested by funds: $2.69B → $2.81B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.62% less ownership

Funds ownership: 33.78%32.16% (-1.6%)

Holders
238
Holders Change
+11
Holders Change %
+4.85%
% of All Funds
4.14%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
38
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$7.58M -$1.77M -48,922 -19%
RIS
52
Retirement Income Solutions
Michigan
$6.91M -$620K -17,160 -8%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$6.83M -$14.5M -401,856 -67%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$6.81M +$1.15M +31,723 +20%
CIA
55
Compass Ion Advisors
Pennsylvania
$6.8M +$6.97M +193,066 New
SWP
56
Stratos Wealth Partners
Ohio
$6.59M +$42K +1,163 +0.6%
22CM
57
20/20 Capital Management
California
$6.22M +$342K +9,476 +6%
VCM
58
Versant Capital Management
Arizona
$5.83M +$810K +22,422 +16%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.26M -$216K -5,994 -4%
CCMG
60
Clark Capital Management Group
Pennsylvania
$5.1M +$39.5K +1,095 +0.8%
GWM
61
Geneos Wealth Management
Colorado
$4.21M -$8.3M -229,817 -66%
ZF
62
Zhang Financial
Michigan
$3.87M +$724K +20,064 +22%
AC
63
Abbrea Capital
California
$3.83M +$87.8K +2,432 +2%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$3.79M
AAS
65
Avantax Advisory Services
Texas
$3.75M +$320K +8,867 +9%
RCM
66
Requisite Capital Management
Texas
$3.74M -$4.66M -129,097 -55%
HCM
67
Hudson Capital Management
New Jersey
$3.69M +$156K +4,318 +4%
Mariner
68
Mariner
Kansas
$3.38M -$76.9K -2,130 -2%
TMAM
69
Tokio Marine Asset Management
Japan
$3.35M -$542K -15,000 -14%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$3.21M -$196K -5,436 -6%
IWA
71
Inspirion Wealth Advisors
Illinois
$3.09M +$707K +19,574 +29%
HIA
72
Harbor Investment Advisory
Maryland
$3.07M +$36.8K +1,018 +1%
PFA
73
Peak Financial Advisors
Colorado
$2.98M +$3.05M +84,588 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$2.92M +$505K +13,980 +20%
EWMCB
75
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.82M +$157K +4,358 +6%

GLDM Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2021, worth a combined $2.81B — up 4.5% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GLDM positions and 22 closed out — a net gain of 16 holders — while 99 added to existing stakes and 67 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $39.7M. The largest seller was Morgan Stanley, cutting an estimated $54.6M.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2021, up from 227 in Q1 2021.
  • Funds reported $2.81B of SPDR Gold MiniShares Trust stock for Q2 2021, up 4.5% quarter-over-quarter.
  • 38 funds opened new SPDR Gold MiniShares Trust positions in Q2 2021 and 22 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $39.7M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2021 was Morgan Stanley, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2021.