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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

174 hedge funds and large institutions have $1.59B invested in SPDR Gold MiniShares Trust in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+43
Holders Change %
+32.82%
% of All Funds
3.58%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.39%
New
57
Increased
68
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
RGT Wealth Advisors
Texas
$86.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$192M
3
LPL Financial
3
LPL Financial
California
$67.4M
4
3AM
4
3EDGE Asset Management
Florida
$132M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$40M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$2.88M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$8.55M
3
PAG
3
Pinnacle Advisory Group
Maryland
$0
4
SWM
4
Segment Wealth Management
Texas
$361K
5
MHS
5
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Acorn Wealth Advisors
Michigan
$495K +$50.2K +1,411 +11%
PBF
102
Petix & Botte Financial
California
$471K +$241K +13,546 +104%
GIM
103
Goelzer Investment Management
Indiana
$463K – – –
GRP
104
Global Retirement Partners
California
$456K +$456K +12,836 New
WSTAM
105
Wilbanks Smith & Thomas Asset Management
Virginia
$454K +$151K +4,245 +50%
SC
106
Savant Capital
Illinois
$451K -$332K -9,357 -42%
IWA
107
Inspirion Wealth Advisors
Illinois
$447K +$447K +12,581 New
GCA
108
Gradient Capital Advisors
California
$435K +$85.8K +2,419 +25%
PAG
109
Private Advisor Group
New Jersey
$428K +$428K +12,064 New
AP
110
Adero Partners
California
$426K – – –
AC
111
Abbrea Capital
California
$412K +$412K +11,600 New
EAM
112
Evanson Asset Management
California
$390K +$390K +10,987 New
VCM
113
Verde Capital Management
Michigan
$366K -$118K -3,329 -24%
SWM
114
Segment Wealth Management
Texas
$361K -$6.36M -178,958 -95%
IMC Chicago
115
IMC Chicago
Illinois
$358K +$358K +10,081 New
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$338K -$190K -5,342 -36%
TYCC
117
Texas Yale Capital Corp
Florida
$337K +$337K +9,500 New
LFAS
118
Level Four Advisory Services
Texas
$334K +$334K +9,370 New
MA
119
Mutual Advisors
Nebraska
$320K +$19.3K +544 +6%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$310K +$310K +8,729 New
KCM
121
Kendall Capital Management
Maryland
$298K -$11.6K -327 -4%
M&T Bank
122
M&T Bank
New York
$285K +$285K +8,027 New
BOM
123
Bank of Marin
California
$284K +$31.1K +875 +12%
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$276K – – –
PFA
125
Professional Financial Advisors
Nebraska
$267K +$267K +7,508 New
3 4
5
6 7