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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
FA
101
Fortis Advisors
Pennsylvania
$3.17M -$1.7M -44,514 -34%
BRWA
102
B. Riley Wealth Advisors
Florida
$3.14M +$9.25K +242 +0.3%
PWM
103
Purus Wealth Management
California
$3.14M -$16K -418 -0.5%
EFM
104
E Fund Management
China
$3.14M +$3.27M +85,540 New
MAP
105
Managed Asset Portfolios
Michigan
$3.11M +$434K +11,352 +15%
CL
106
Choreo LLC
Illinois
$3.1M -$306K -7,996 -9%
BEI
107
Benjamin Edwards Inc
Missouri
$3.02M +$122K +3,199 +4%
AC
108
Abbrea Capital
California
$2.97M +$20.1K +525 +0.7%
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$2.95M – – –
ULWM
110
Upper Left Wealth Management
Florida
$2.91M +$87.7K +2,294 +3%
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$2.9M +$4.43K +116 +0.1%
BTWM
112
Baker Tilly Wealth Management
Wisconsin
$2.89M -$688K -17,986 -19%
MML Investors Services
113
MML Investors Services
Massachusetts
$2.85M -$580K -15,177 -16%
IA
114
IFP Advisors
Florida
$2.84M -$696K -18,220 -19%
BCM
115
Brookstone Capital Management
Illinois
$2.84M +$18.5K +485 +0.7%
AHSSHC
116
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.83M -$174M -4,554,400 -98%
IAN
117
Integrated Advisors Network
Texas
$2.81M -$95K -2,485 -3%
WAG
118
Wallace Advisory Group
California
$2.8M -$775K -20,277 -22%
AA
119
Advisory Alpha
Michigan
$2.75M +$259K +6,784 +10%
Franklin Resources
120
Franklin Resources
California
$2.73M +$1.01M +26,500 +55%
TMAM
121
Tokio Marine Asset Management
Japan
$2.71M -$49.7K -1,300 -2%
CCA
122
Catalyst Capital Advisors
New York
$2.69M – – –
SPA
123
Sentinel Pension Advisors
Massachusetts
$2.69M +$121K +3,175 +5%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$2.67M +$63.6K +1,665 +2%
BCI
125
Brinker Capital Investments
Pennsylvania
$2.64M +$719K +18,802 +35%
3 4
5
6 7

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.