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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
GIM
76
Goelzer Investment Management
Indiana
$409K – – –
PBF
77
Petix & Botte Financial
California
$408K +$56.6K +1,794 +16%
VCP
78
Verus Capital Partners
Arizona
$390K +$223K +7,053 +132%
AP
79
Adero Partners
California
$377K – – –
GCA
80
Gradient Capital Advisors
California
$309K +$95K +3,011 +44%
FFN
81
Focus Financial Network
Minnesota
$291K +$51.2K +1,623 +21%
Cerity Partners
82
Cerity Partners
New York
$291K – – –
KCM
83
Kendall Capital Management
Maryland
$275K -$9.81K -311 -3%
UWM
84
USAdvisors Wealth Management
Minnesota
$269K +$47.3K +1,500 +21%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$269K +$270K +8,545 New
SIG
86
Sargent Investment Group
Maryland
$268K -$148K -4,700 -36%
MA
87
Mutual Advisors
Nebraska
$266K +$267K +8,474 New
AWM
88
AE Wealth Management
Kansas
$260K +$261K +8,270 New
NEPWA
89
New England Private Wealth Advisors
Massachusetts
$246K +$74.4K +2,358 +43%
FAAS
90
First Allied Advisory Services
California
$236K -$354K -11,230 -60%
BOM
91
Bank of Marin
California
$224K – – –
CAN
92
Claraphi Advisory Network
United States
$212K +$213K +6,749 New
BUB
93
BBVA USA Bancshares
Texas
$198K -$66.1K -2,095 -25%
CAG
94
Csenge Advisory Group
Florida
$171K +$172K +5,445 New
CCM
95
Covington Capital Management
California
$169K +$67.1K +2,125 +65%
SS
96
Simplicity Solutions
Minnesota
$163K +$164K +5,193 New
FHC
97
First Heartland Consultants
Missouri
$160K -$236K -7,479 -60%
GWMIA
98
Global Wealth Management Investment Advisory
Florida
$159K +$94.7K +3,002 +145%
RIL
99
Rothschild Investment LLC
Illinois
$157K – – –
GTAM
100
Global Trust Asset Management
Florida
$153K -$116K -3,663 -44%
2 3
4
5 6

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.