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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
5L
101
55I LLC
Massachusetts
$1.86M +$1.91M +52,889 New
AWM
102
Avior Wealth Management
Nebraska
$1.83M +$176K +4,861 +10%
CA
103
Cambridge Associates
Massachusetts
$1.81M – – –
MCCP
104
Mission Creek Capital Partners
California
$1.63M +$169K +4,693 +11%
Franklin Resources
105
Franklin Resources
California
$1.57M -$157K -4,350 -9%
CWM
106
Cabot Wealth Management
Massachusetts
$1.48M +$89.1K +2,468 +6%
KWM
107
Kingsview Wealth Management
Oregon
$1.45M +$88.2K +2,443 +6%
CF
108
Copperwynd Financial
Arizona
$1.44M +$1.47M +40,773 New
CA
109
Continuum Advisory
Idaho
$1.39M -$169K -4,668 -11%
CIA
110
Choate Investment Advisors
Massachusetts
$1.36M – – –
AI
111
Atria Investments
North Carolina
$1.34M -$4.37M -121,079 -76%
EAM
112
Evanson Asset Management
California
$1.34M +$234K +6,471 +21%
Wells Fargo
113
Wells Fargo
California
$1.12M -$749K -20,747 -39%
SPIA
114
Steward Partners Investment Advisory
New York
$1.1M -$28.5K -789 -2%
AF
115
Advisornet Financial
Minnesota
$1.05M +$140K +3,876 +15%
EWM
116
Evercore Wealth Management
New York
$1.05M +$419K +11,606 +64%
ARIS
117
Advanced Research Investment Solutions
California
$1.04M +$699K +19,358 +189%
AWA
118
Acorn Wealth Advisors
Michigan
$1.03M +$78.7K +2,180 +8%
CTC
119
Central Trust Company
Missouri
$1.03M -$106K -2,925 -9%
TAM
120
Tocqueville Asset Management
New York
$960K +$5.85K +162 +0.6%
RFC
121
Regions Financial Corp
Alabama
$949K +$973K +26,942 New
RBA
122
Richard Bernstein Advisors
New York
$936K +$11.2K +310 +1%
MWM
123
Merriman Wealth Management
Washington
$919K +$942K +26,080 New
IAN
124
Integrated Advisors Network
Texas
$882K +$434K +12,026 +92%
DI
125
Diligent Investors
California
$870K -$217K -6,000 -20%
3 4
5
6 7

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.