SPDR Gold MiniShares Trust
GLDM
116 hedge funds and large institutions have $672M invested in SPDR Gold MiniShares Trust in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 17 closing their positions.
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
17% more funds holding
Funds holding: 99 → 116 (+17)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more capital invested
Capital invested by funds: $619M → $672M (+$53.5M)
0.06% less ownership
Funds ownership: 30.01% → 29.95% (-0.06%)
Top Buyers
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$26.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.3M |
| 3 |
Cohen & Steers
New York
|
+$7.99M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$6.44M |
| 5 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$4.22M |
Top Sellers
| 1 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$37.3M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$10.4M |
| 3 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$4.79M |
| 4 |
VF
Virtu Financial
New York
|
-$3.52M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Ameriprise
Minneapolis,
Minnesota
| – | -$303K | -10,317 | Closed |
|
|
RFN
127
RDA Financial Network
Akron,
Iowa
| – | -$220K | -7,490 | Closed |
|
|
CFG
128
Citizens Financial Group
Providence,
Rhode Island
| – | -$60K | -2,049 | Closed |
|
|
SWP
129
Strategic Wealth Partners
Independence,
Ohio
| – | -$32 | -1,113 | Closed |
|
|
LFG
130
Larson Financial Group
St Louis,
Missouri
| – | -$16K | -556 | Closed |
|
|
TFO
131
Tarbox Family Office
Newport Beach,
California
| – | -$11K | -385 | Closed |
|
132
JP Morgan Chase
New York
| – | -$1K | -50 | Closed |
|
|
S
133
SignatureFD
Atlanta,
Georgia
| – | -$1K | -50 | Closed |
|
GLDM Hedge Fund Activity: Q4 2019 in Review
116 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2019, worth a combined $672M — up 8.7% from $619M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new GLDM positions and 17 closed out — a net gain of 18 holders — while 41 added to existing stakes and 25 trimmed.
The largest buyer was Gradient Investments, adding an estimated $26.5M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, exiting entirely with an estimated $37.3M sold.
- 116 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2019, up from 99 in Q3 2019.
- Funds reported $672M of SPDR Gold MiniShares Trust stock for Q4 2019, up 8.7% quarter-over-quarter.
- 35 funds opened new SPDR Gold MiniShares Trust positions in Q4 2019 and 17 closed out, a net change of +18 holders.
- The largest SPDR Gold MiniShares Trust buyer in Q4 2019 was Gradient Investments, an estimated $26.5M added.
- The largest SPDR Gold MiniShares Trust seller in Q4 2019 was Adventist Health System Sunbelt Healthcare Corp, an estimated $37.3M sold.
Based on aggregated 13F filings for Q4 2019.