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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
BUB
76
BBVA USA Bancshares
Texas
$254K -$5.3K -179 -2%
GTAM
77
Global Trust Asset Management
Florida
$254K -$3.52K -119 -1%
FFN
78
Focus Financial Network
Minnesota
$232K +$226K +7,647 New
PCM
79
Prelude Capital Management
New York
$227K +$29.6K +1,000 +15%
TSS
80
Two Sigma Securities
New York
$225K +$220K +7,422 New
BOM
81
Bank of Marin
California
$216K +$211K +7,120 New
UWM
82
USAdvisors Wealth Management
Minnesota
$213K -$94.7K -3,200 -31%
GCA
83
Gradient Capital Advisors
California
$207K +$202K +6,830 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$188K +$19.7K +666 +12%
ARIS
85
Advanced Research Investment Solutions
California
$175K +$171K +5,791 New
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$165K +$161K +5,454 New
VCP
87
Verus Capital Partners
Arizona
$162K +$158K +5,353 New
RIL
88
Rothschild Investment LLC
Illinois
$151K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$127K +$124K +4,200 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$120K -$286K -9,666 -72%
KWM
91
Keebeck Wealth Management
Illinois
$108K +$106K +3,588 New
PA
92
Parallel Advisors
California
$107K – – –
Wells Fargo
93
Wells Fargo
California
$106K -$5.12K -173 -5%
AG
94
Advisor Group
Arizona
$104K -$4.32K -146 -4%
CCM
95
Covington Capital Management
California
$98K – – –
MD
96
Money Design
Japan
$84K +$82.1K +2,775 New
GWMIA
97
Global Wealth Management Investment Advisory
Florida
$63K +$61.2K +2,069 New
WA
98
WestEnd Advisors
North Carolina
$48.6K – – –
RAM
99
Riggs Asset Management
Pennsylvania
$36K – – –
SIS
100
Sound Income Strategies
Florida
$27K -$1.98K -67 -7%
2 3
4
5 6

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.