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SPDR Gold MiniShares Trust
GLDM

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: 227 → 238 (+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: 23 → 23 (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
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$39.7M
2
State Street
State Street
Massachusetts
+$30.7M
3
MD
Money Design
Japan
+$26.2M
4
EW
Evoke Wealth
California
+$15.4M
5
TC
TownSquare Capital
Utah
+$12.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$54.6M
2
SEI Investments
SEI Investments
Pennsylvania
-$25.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$23M
4
TI
Tidal Investments
Wisconsin
-$20.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMC Chicago
76
IMC Chicago
Illinois
$2.79M +$2.86M +79,228 New
WWM
77
Windsor Wealth Management
Indiana
$2.75M +$2.4M +66,499 +571%
JP Morgan Chase
78
JP Morgan Chase
New York
$2.7M +$2.15M +59,560 +347%
AWP
79
Accretive Wealth Partners
New Jersey
$2.7M +$762K +21,111 +38%
MAFM
80
Mid Atlantic Financial Management
Pennsylvania
$2.66M -$36.4K -1,009 -1%
Betterment LLC
81
Betterment LLC
New York
$2.6M +$2.66M +73,803 New
IA
82
IndexIQ Advisors
New York
$2.6M +$1.88M +52,065 +240%
Creative Planning
83
Creative Planning
Kansas
$2.6M -$286K -7,918 -10%
PWM
84
Purus Wealth Management
California
$2.58M +$164K +4,539 +7%
MHIC
85
Marble Harbor Investment Counsel
Massachusetts
$2.52M -$78.5K -2,175 -3%
BAM
86
Belpointe Asset Management
Nevada
$2.46M -$47.4K -1,314 -2%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.4M -$209K -5,795 -8%
DAM
88
Derbend Asset Management
Georgia
$2.39M +$2.45M +67,749 New
GP
89
Greenline Partners
New York
$2.23M +$1.9M +52,630 +486%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$2.23M -$401K -11,112 -15%
HFS
91
Horizon Financial Services
North Carolina
$2.15M +$2.2M +61,064 New
BTWM
92
Baker Tilly Wealth Management
Wisconsin
$2.14M +$28.8K +797 +1%
BEAM
93
Baker Ellis Asset Management
Washington
$2.14M +$54.2K +1,500 +3%
SIG
94
Sargent Investment Group
Maryland
$2.13M +$192K +5,305 +10%
SC
95
Scotia Capital
Ontario, Canada
$2.12M +$109K +3,015 +5%
WAS
96
Wealth Advisory Solutions
Indiana
$2.02M +$107K +2,952 +5%
JCM
97
Jacobi Capital Management
Pennsylvania
$2M +$501K +13,887 +32%
AWM
98
Altavista Wealth Management
North Carolina
$1.97M +$366K +10,135 +22%
WOSD
99
WFA of San Diego
California
$1.92M +$42.5K +1,177 +2%
IWC
100
Integrated Wealth Concepts
Massachusetts
$1.9M +$1.7M +46,961 +666%
2 3
4
5 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.