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SPDR Gold MiniShares Trust

344 hedge funds and large institutions have $3.52B invested in SPDR Gold MiniShares Trust in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 101

3% more funds holding

Funds holding: 333344 (+11)

4.89% less ownership

Funds ownership: 66.49%61.6% (-4.9%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

15% less capital invested

Capital invested by funds: $4.12B → $3.52B (-$598M)

Holders
344
Holders Change
+11
Holders Change %
+3.3%
% of All Funds
5.46%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
52
Increased
130
Reduced
101
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
51
Eudaimonia Partners
Tennessee
$13.3M +$647K +16,931 +5%
KMWM
52
Keudell/Morrison Wealth Management
Oregon
$13.2M -$456K -11,934 -3%
JGCM
53
Joseph Group Capital Management
Ohio
$12.8M +$199K +5,217 +2%
NA
54
Nottingham Advisors
New York
$12.1M +$572K +14,972 +5%
MC
55
Medici Capital
California
$11.6M -$42.3M -1,105,698 -78%
GAM
56
Gould Asset Management
California
$10.7M +$158K +4,128 +1%
PAG
57
Private Advisor Group
New Jersey
$9.66M +$3.63M +95,033 +56%
TCCM
58
Timber Creek Capital Management
Massachusetts
$9.43M -$291K -7,624 -3%
Deutsche Bank
59
Deutsche Bank
Germany
$9.16M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$9.13M -$826K -21,612 -8%
AFWM
61
AMJ Financial Wealth Management
Virginia
$8.6M -$3.39M -88,629 -27%
PFA
62
Peak Financial Advisors
Colorado
$8.07M +$3.15M +82,479 +60%
WSWA
63
Warren Street Wealth Advisors
California
$7.37M +$274K +7,176 +4%
BSB
64
Bangor Savings Bank
Maine
$7.26M +$147K +3,849 +2%
RJA
65
Raymond James & Associates
Florida
$7.2M -$3.65M -95,424 -33%
AC
66
AIFG Consultants
New York
$7.07M -$579K -15,150 -7%
Jane Street
67
Jane Street
New York
$6.42M -$126M -3,290,898 -95%
PCMM
68
Piedmont Capital Management (Montana)
Montana
$6.36M -$3.49M -91,377 -34%
CA
69
CoreCap Advisors
Michigan
$6.14M +$246K +6,438 +4%
SIAP
70
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.86M +$6.11M +159,837 New
RWRC
71
R.W. Roge & Company
New York
$5.7M -$1.54M -40,403 -22%
SF
72
Synovus Financial
Georgia
$5.64M -$65.7K -1,718 -1%
WWP
73
WR Wealth Planners
Missouri
$5.61M -$494K -12,918 -8%
VCM
74
Versant Capital Management
Arizona
$5.31M -$32.6K -853 -0.6%
HIA
75
Harbor Investment Advisory
Maryland
$5.27M +$326K +8,518 +6%

GLDM Hedge Fund Activity: Q3 2023 in Review

344 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2023, worth a combined $3.52B — down 15% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GLDM positions and 36 closed out — a net gain of 16 holders — while 130 added to existing stakes and 101 trimmed.

The largest buyer was SEI Investments, adding an estimated $56.6M. The largest seller was Cassaday & Co Wealth Management, exiting entirely with an estimated $200M sold.

  • 344 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2023, up from 333 in Q2 2023.
  • Funds reported $3.52B of SPDR Gold MiniShares Trust stock for Q3 2023, down 15% quarter-over-quarter.
  • 52 funds opened new SPDR Gold MiniShares Trust positions in Q3 2023 and 36 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2023 was SEI Investments, an estimated $56.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2023 was Cassaday & Co Wealth Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2023.