We are live on ! Find out more
GLDM icon

SPDR Gold MiniShares Trust
GLDM

238 hedge funds and large institutions have $2.54B invested in SPDR Gold MiniShares Trust in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

16.07% more ownership

Funds ownership: 32.14% → 48.21% (+16%)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

7% less funds holding

Funds holding: 257 → 238 (-19)

11% less capital invested

Capital invested by funds: $2.84B → $2.54B (-$300M)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

Holders
238
Holders Change
-19
Holders Change %
-7.39%
% of All Funds
3.75%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
44
Increased
95
Reduced
87
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthsimple
Ontario, Canada
+$214M
2
State Street
State Street
Massachusetts
+$78.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.7M
4
BWA
Burt Wealth Advisors
Maryland
+$22.5M
5
CWM
Congress Wealth Management
Massachusetts
+$15.1M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$324M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$57.6M
3
Jane Street
Jane Street
New York
-$53.3M
4
MD
Money Design
Japan
-$51.6M
5
AA
Advisory Alpha
Michigan
-$46.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
101
Baker Ellis Asset Management
Washington
$2.39M +$181K +4,850 +8%
TMAM
102
Tokio Marine Asset Management
Japan
$2.37M -$429K -11,500 -16%
IA
103
IndexIQ Advisors
New York
$2.32M -$2.03M -54,414 -47%
BAM
104
Belpointe Asset Management
Nevada
$2.25M +$22.7K +609 +1%
WOSD
105
WFA of San Diego
California
$2.2M -$21.5K -575 -1%
Betterment LLC
106
Betterment LLC
New York
$2.18M -$261K -6,980 -11%
ACM
107
AlphaStar Capital Management
North Carolina
$2.18M +$2.12M +56,670 New
DAM
108
Derbend Asset Management
Georgia
$2.08M +$4.27M +114,332 New
WP
109
WealthSource Partners
California
$1.92M +$1.86M +49,844 New
IAN
110
Integrated Advisors Network
Texas
$1.81M +$460K +12,307 +35%
Creative Planning
111
Creative Planning
Kansas
$1.75M +$1.7M +45,487 New
Franklin Resources
112
Franklin Resources
California
$1.75M -$75 -2 -0%
KWM
113
Kingsview Wealth Management
Oregon
$1.6M -$10.7K -286 -0.7%
AI
114
Atria Investments
North Carolina
$1.57M -$1.1M -29,530 -42%
PA
115
Procyon Advisors
Connecticut
$1.57M +$1.52M +40,712 New
RCM
116
Requisite Capital Management
Texas
$1.45M -$1.27M -34,044 -47%
VF
117
Virtu Financial
New York
$1.42M -$3.41M -91,215 -71%
OPS
118
Orion Portfolio Solutions
Nebraska
$1.38M +$1.34M +35,917 New
LAS
119
Lloyd Advisory Services
Georgia
$1.36M +$1.32M +35,457 New
KCM
120
Kendall Capital Management
Maryland
$1.3M +$93.6K +2,508 +8%
CA
121
Continuum Advisory
Idaho
$1.23M -$137K -3,656 -10%
RBA
122
Richard Bernstein Advisors
New York
$1.23M -$57.8K -1,548 -5%
WCFA
123
Walkner Condon Financial Advisors
Wisconsin
$1.23M -$30.6K -819 -2%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$1.21M +$407K +10,895 +53%
TAM
125
Tocqueville Asset Management
New York
$1.05M +$2.24K +60 +0.2%
3 4
5
6 7

GLDM Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2022, worth a combined $2.54B — down 11% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of GLDM and 44 opened new positions — a net loss of 11 holders — while 87 trimmed existing stakes and 95 added.

The largest buyer was Wealthsimple, opening a new position worth an estimated $214M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $324M sold.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $2.54B of SPDR Gold MiniShares Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 44 funds opened new SPDR Gold MiniShares Trust positions in Q1 2022 and 55 closed out, a net change of -11 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2022 was Wealthsimple, an estimated $214M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2022 was Sumitomo Mitsui Trust Group, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2022.