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SPDR Gold MiniShares Trust

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: 2226 (+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: 257238 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Carret Asset Management
New York
$1.04M +$12.5K +335 +1%
MG
127
Mather Group
Illinois
$1.03M +$999K +26,746 New
GCA
128
Gradient Capital Advisors
California
$1.01M +$30.1K +806 +3%
Millennium Management
129
Millennium Management
New York
$986K +$957K +25,626 New
WTC
130
WhitTier Trust Company
Nevada
$981K
Kayne Anderson Rudnick Investment Management
131
Kayne Anderson Rudnick Investment Management
California
$981K +$23.8K +638 +3%
LA
132
Latitude Advisors
Florida
$927K +$83.4K +2,234 +10%
BCI
133
Brinker Capital Investments
Pennsylvania
$923K +$448K +12,000 +100%
MFG
134
Merit Financial Group
Georgia
$918K +$617K +16,514 +225%
DI
135
Diligent Investors
California
$861K -$37 -1 -0%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$852K +$95.4K +2,554 +13%
QC
137
Quent Capital
New York
$805K +$730K +19,559 +1,426%
CM
138
Columbus Macro
Pennsylvania
$782K +$759K +20,333 New
SWM
139
SeaCrest Wealth Management
New York
$760K +$1.16K +31 +0.2%
BWA
140
Beam Wealth Advisors
Louisiana
$751K -$36.2K -970 -5%
KAS
141
Kestra Advisory Services
Texas
$700K +$356K +9,544 +110%
SIG
142
Sargent Investment Group
Maryland
$660K +$641K +17,160 New
FAM
143
Formidable Asset Management
Ohio
$639K -$17.7K -475 -3%
RVM
144
Robinson Value Management
Texas
$586K +$569K +15,226 New
IA
145
IFP Advisors
Florida
$585K +$209K +5,590 +60%
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$580K +$77.4K +2,072 +16%
WWM
147
Western Wealth Management
Colorado
$576K +$560K +14,984 New
PFA
148
Pathway Financial Advisors
Vermont
$554K
KA
149
Klingman & Associates
New York
$553K +$537K +14,381 New
CPO
150
Cerity Partners OCIO
New York
$547K -$119K -3,180 -18%

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.