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SPDR Gold MiniShares Trust

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: 227238 (+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: 2323 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Carret Asset Management
New York
$855K +$877K +24,280 New
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$848K -$102K -2,816 -10%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$839K +$45.1K +1,250 +6%
FAM
129
Formidable Asset Management
Ohio
$827K -$1.12M -30,945 -57%
Cerity Partners
130
Cerity Partners
New York
$826K +$28.6K +793 +3%
FHA
131
Flagship Harbor Advisors
Massachusetts
$776K +$97.9K +2,712 +14%
SPC
132
Sigma Planning Corp
Michigan
$775K -$15.2K -421 -2%
KCM
133
Kendall Capital Management
Maryland
$768K +$282K +7,807 +56%
GCA
134
Gradient Capital Advisors
California
$734K +$66.3K +1,837 +10%
SWM
135
SeaCrest Wealth Management
New York
$712K +$145K +4,026 +25%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$696K +$122K +3,375 +21%
BWA
137
Beam Wealth Advisors
Louisiana
$685K -$155K -4,281 -18%
WC
138
Weil Company
California
$656K
PC
139
Pecaut & Co
Iowa
$637K +$653K +18,098 New
WCFA
140
Walkner Condon Financial Advisors
Wisconsin
$636K +$126K +3,499 +24%
Prudential Financial
141
Prudential Financial
New Jersey
$543K -$57.5K -1,592 -9%
PBF
142
Petix & Botte Financial
California
$474K +$7.33K +203 +2%
Northern Trust
143
Northern Trust
Illinois
$468K +$480K +13,300 New
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$462K +$24K +665 +5%
BC
145
Barnett & Company
Tennessee
$461K +$472K +13,081 New
FI
146
FormulaFolio Investments
Michigan
$459K -$25.5K -706 -5%
SF
147
Synovus Financial
Georgia
$454K +$466K +12,919 New
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$450K
AWM
149
AE Wealth Management
Kansas
$441K -$130K -3,602 -22%
NFG
150
Next Financial Group
Texas
$428K +$26.3K +728 +6%

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.