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SPDR Gold MiniShares Trust
GLDM

254 hedge funds and large institutions have $2.86B invested in SPDR Gold MiniShares Trust in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 86

0.36% more ownership

Funds ownership: 60.98% → 61.33% (+0.36%)

7% less funds holding

Funds holding: 273 → 254 (-19)

7% less capital invested

Capital invested by funds: $3.09B → $2.86B (-$225M)

9% less funds holding in top 10

Funds holding in top 10: 33 → 30 (-3)

40% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 45

Holders
254
Holders Change
-19
Holders Change %
-6.96%
% of All Funds
4.38%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.52%
New
27
Increased
92
Reduced
86
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$82M
3
GP
Greenline Partners
New York
+$47.9M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$31.8M
5
Asset Management One
Asset Management One
Japan
+$28.9M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$45.4M
2
State Street
State Street
Massachusetts
-$39.3M
3
BWA
Burt Wealth Advisors
Maryland
-$21.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$20.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
76
Pecaut & Co
Iowa
$3.37M +$411K +12,001 +13%
FTUS
77
Flow Traders U.S.
New York
$3.36M +$3.49M +101,860 New
EFM
78
E Fund Management
China
$3.34M -$382K -11,143 -10%
CI Investments Inc
79
CI Investments Inc
Ontario, Canada
$3.05M – – –
IWA
80
Inspirion Wealth Advisors
Illinois
$3.02M -$88.2K -2,572 -3%
AAS
81
Avantax Advisory Services
Texas
$3.02M +$47.5K +1,385 +2%
AC
82
Abbrea Capital
California
$2.86M -$322K -9,387 -10%
ULWM
83
Upper Left Wealth Management
Florida
$2.81M +$2.86M +83,495 New
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$2.72M -$96.2K -2,805 -3%
Mariner
85
Mariner
Kansas
$2.71M +$13.8K +403 +0.5%
PWM
86
Purus Wealth Management
California
$2.57M -$29.1K -850 -1%
AWM
87
Avior Wealth Management
Nebraska
$2.53M +$137K +3,999 +6%
SWM
88
Stapp Wealth Management
Washington
$2.51M +$2.61M +76,169 New
BPA
89
Beacon Pointe Advisors
California
$2.5M -$752K -21,940 -22%
EWM
90
Evercore Wealth Management
New York
$2.5M +$117K +3,401 +5%
SC
91
Scotia Capital
Ontario, Canada
$2.48M -$295K -8,595 -10%
MCCP
92
Mission Creek Capital Partners
California
$2.31M +$68.8K +2,008 +3%
MHIC
93
Marble Harbor Investment Counsel
Massachusetts
$2.29M +$17.1K +500 +0.7%
FA
94
Fortis Advisors
Pennsylvania
$2.26M +$49.8K +1,453 +2%
CWM
95
Cabot Wealth Management
Massachusetts
$2.26M +$79.6K +2,323 +4%
AA
96
Advisory Alpha
Michigan
$2.25M +$2.33M +68,099 New
MML Investors Services
97
MML Investors Services
Massachusetts
$2.19M -$282K -8,225 -11%
JCM
98
Jacobi Capital Management
Pennsylvania
$2.01M +$105K +3,061 +5%
BTWM
99
Baker Tilly Wealth Management
Wisconsin
$2M -$863K -25,173 -29%
BEAM
100
Baker Ellis Asset Management
Washington
$1.99M -$158K -4,600 -7%
2 3
4
5 6

GLDM Hedge Fund Activity: Q3 2022 in Review

254 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2022, worth a combined $2.86B — down 7.3% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of GLDM and 27 opened new positions — a net loss of 18 holders — while 86 trimmed existing stakes and 92 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $92.6M. The largest seller was 3EDGE Asset Management, cutting an estimated $45.4M.

  • 254 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2022, down from 273 in Q2 2022.
  • Funds reported $2.86B of SPDR Gold MiniShares Trust stock for Q3 2022, down 7.3% quarter-over-quarter.
  • 27 funds opened new SPDR Gold MiniShares Trust positions in Q3 2022 and 45 closed out, a net change of -18 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2022 was Sumitomo Mitsui Trust Group, an estimated $92.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2022 was 3EDGE Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q3 2022.