We are live on ! Find out more
GLDM icon

SPDR Gold MiniShares Trust

317 hedge funds and large institutions have $3.82B invested in SPDR Gold MiniShares Trust in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 109 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 88

20% more capital invested

Capital invested by funds: $3.19B → $3.82B (+$631M)

16% more funds holding

Funds holding: 274317 (+43)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

1.46% more ownership

Funds ownership: 61.79%63.25% (+1.5%)

Holders
317
Holders Change
+43
Holders Change %
+15.69%
% of All Funds
5.05%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.64%
New
70
Increased
109
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
51
Joseph Group Capital Management
Ohio
$14.1M +$216K +5,743 +2%
KMWM
52
Keudell/Morrison Wealth Management
Oregon
$14M -$885K -23,560 -6%
Osaic Holdings
53
Osaic Holdings
Arizona
$13.5M -$1.39M -37,030 -10%
RJA
54
Raymond James & Associates
Florida
$13.4M +$616K +16,406 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$13.4M +$2.93M +78,118 +30%
NA
56
Nottingham Advisors
New York
$13.3M +$53.4K +1,422 +0.4%
EP
57
Eudaimonia Partners
Tennessee
$13.1M -$640K -17,036 -5%
GAM
58
Gould Asset Management
California
$11.7M -$105K -2,800 -0.9%
TCCM
59
Timber Creek Capital Management
Massachusetts
$10.8M -$135K -3,604 -1%
PCMM
60
Piedmont Capital Management (Montana)
Montana
$10.4M +$67.7K +1,802 +0.7%
SEI Investments
61
SEI Investments
Pennsylvania
$10.1M -$2.65M -70,432 -21%
Deutsche Bank
62
Deutsche Bank
Germany
$9.78M -$873K -23,250 -9%
RWRC
63
R.W. Roge & Company
New York
$9.21M -$1.85M -49,138 -17%
AC
64
AIFG Consultants
New York
$8.22M +$1.76M +46,824 +29%
FSG
65
Financial Strategies Group
Michigan
$8.14M -$280K -7,453 -3%
WSWA
66
Warren Street Wealth Advisors
California
$7.51M +$248K +6,607 +4%
CWA
67
Continuum Wealth Advisors
New York
$7.05M +$6.77M +180,221 New
PAG
68
Private Advisor Group
New Jersey
$6.68M -$6.28M -167,182 -49%
SF
69
Synovus Financial
Georgia
$6.33M -$172K -4,592 -3%
WWP
70
WR Wealth Planners
Missouri
$6.27M +$6.02M +160,221 New
VCM
71
Versant Capital Management
Arizona
$5.8M -$84K -2,235 -1%
RIS
72
Retirement Income Solutions
Michigan
$5.69M -$112K -2,989 -2%
WAS
73
Wealth Advisory Solutions
Indiana
$5.62M +$45.2K +1,202 +0.8%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$5.59M -$388K -10,326 -7%
GT
75
Glenview Trust
Kentucky
$5.46M