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SPDR Gold MiniShares Trust
GLDM

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: 333 → 344 (+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: 38 → 34 (-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
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$56.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$38.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$25.3M
5
Asset Management One
Asset Management One
Japan
+$16.4M

Top Sellers

1
CCWM
Cassaday & Co Wealth Management
Virginia
-$200M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$174M
3
Jane Street
Jane Street
New York
-$126M
4
Charles Schwab
Charles Schwab
California
-$72.6M
5
3AM
3EDGE Asset Management
Florida
-$67.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
76
Hudson Capital Management
New Jersey
$5.25M +$200K +5,231 +4%
CCMG
77
Clark Capital Management Group
Pennsylvania
$5.24M +$5.46M +142,854 New
CAN
78
Cetera Advisor Networks
California
$5.21M +$3.74M +97,963 +221%
WAS
79
Wealth Advisory Solutions
Indiana
$5.15M -$166K -4,354 -3%
KBC
80
Key Bridge Compliance
$5.15M +$5.37M +140,415 New
RIS
81
Retirement Income Solutions
Michigan
$5.13M -$163K -4,266 -3%
GT
82
Glenview Trust
Kentucky
$5.11M – – –
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$5.07M +$113K +2,948 +2%
ARIS
84
Advanced Research Investment Solutions
California
$5M +$299K +7,819 +6%
APF
85
Alaska Permanent Fund
Alaska
$4.77M +$4.97M +130,000 New
FZCM
86
Flynn Zito Capital Management
New York
$4.15M +$75.5K +1,976 +2%
SWM
87
Stapp Wealth Management
Washington
$4.12M -$32.1K -839 -0.7%
ZF
88
Zhang Financial
Michigan
$4.08M -$4.63K -121 -0.1%
PWG
89
Portside Wealth Group
Utah
$4.03M -$1.47M -38,494 -26%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$3.97M +$4.14M +108,194 New
AWP
91
Accretive Wealth Partners
New Jersey
$3.95M +$228K +5,953 +6%
P
92
Palladiem
Pennsylvania
$3.92M +$567K +14,845 +16%
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$3.88M -$498K -13,033 -11%
APA
94
Astoria Portfolio Advisors
New York
$3.84M +$3.73M +97,484 New
GVAG
95
Great Valley Advisor Group
Delaware
$3.77M +$1.09M +28,509 +38%
AAS
96
Avantax Advisory Services
Texas
$3.59M +$109K +2,848 +3%
IWA
97
Inspirion Wealth Advisors
Illinois
$3.41M -$28.9K -757 -0.8%
AWM
98
Avior Wealth Management
Nebraska
$3.33M +$202K +5,273 +6%
FGG
99
Financial Guidance Group
Florida
$3.23M -$61.8K -1,616 -2%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$3.19M -$211K -5,509 -6%
2 3
4
5 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.