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SPDR Gold MiniShares Trust
GLDM

273 hedge funds and large institutions have $3.09B invested in SPDR Gold MiniShares Trust in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

27% more funds holding in top 10

Funds holding in top 10: 26 → 33 (+7)

22% more capital invested

Capital invested by funds: $2.54B → $3.09B (+$549M)

15% more funds holding

Funds holding: 238 → 273 (+35)

12.77% more ownership

Funds ownership: 48.21% → 60.98% (+13%)

2% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 86

Holders
273
Holders Change
+35
Holders Change %
+14.71%
% of All Funds
4.6%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.56%
New
65
Increased
88
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$346M
2
APF
Alaska Permanent Fund
Alaska
+$194M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$123M
4
LPL Financial
LPL Financial
California
+$36.7M
5
Asset Management One
Asset Management One
Japan
+$35.8M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$99M
2
RWA
RGT Wealth Advisors
Texas
-$19.8M
3
State Street
State Street
Massachusetts
-$19.5M
4
TI
Tidal Investments
Wisconsin
-$17.4M
5
BCM
Brookstone Capital Management
Illinois
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
126
Integrated Advisors Network
Texas
$1.64M -$55K -1,480 -3%
ECG
127
Edge Capital Group
Georgia
$1.63M +$1.87M +50,224 +904%
KWM
128
Kingsview Wealth Management
Oregon
$1.48M -$6.84K -184 -0.4%
Creative Planning
129
Creative Planning
Kansas
$1.42M -$223K -5,983 -13%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.38M +$94.1K +2,529 +7%
CIA
131
Choate Investment Advisors
Massachusetts
$1.35M +$1.4M +37,731 New
MWM
132
Merriman Wealth Management
Washington
$1.35M -$1.06M -28,500 -43%
WCM
133
Wealthcare Capital Management
Virginia
$1.32M +$1.37M +36,900 New
SW
134
Simplicity Wealth
New Jersey
$1.26M -$1.4M -37,769 -52%
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$1.21M +$66.6K +1,791 +6%
TSS
136
Two Sigma Securities
New York
$1.2M +$1.24M +33,359 New
MFG
137
Merit Financial Group
Georgia
$1.18M +$332K +8,936 +37%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$1.17M +$41.3K +1,110 +4%
RBA
139
Richard Bernstein Advisors
New York
$1.15M -$967 -26 -0.1%
QC
140
Quent Capital
New York
$1.14M +$404K +10,869 +52%
GCA
141
Gradient Capital Advisors
California
$1.07M +$135K +3,629 +14%
TAM
142
Tocqueville Asset Management
New York
$983K +$2.6K +70 +0.3%
Kayne Anderson Rudnick Investment Management
143
Kayne Anderson Rudnick Investment Management
California
$979K +$66K +1,775 +7%
CAM
144
Carret Asset Management
New York
$972K – – –
WTC
145
WhitTier Trust Company
Nevada
$915K – – –
MSA
146
Marino Stram & Associates
Massachusetts
$910K +$943K +25,350 New
AWA
147
Acorn Wealth Advisors
Michigan
$902K +$936K +25,151 New
FHA
148
Flagship Harbor Advisors
Massachusetts
$863K +$894K +24,047 New
BCI
149
Brinker Capital Investments
Pennsylvania
$861K – – –
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$839K +$45.4K +1,220 +6%
4 5
6
7 8

GLDM Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2022, worth a combined $3.09B — up 22% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new GLDM positions and 29 closed out — a net gain of 36 holders — while 88 added to existing stakes and 86 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $346M. The largest seller was 3EDGE Asset Management, cutting an estimated $99M.

  • 273 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2022, up from 238 in Q1 2022.
  • Funds reported $3.09B of SPDR Gold MiniShares Trust stock for Q2 2022, up 22% quarter-over-quarter.
  • 65 funds opened new SPDR Gold MiniShares Trust positions in Q2 2022 and 29 closed out, a net change of +36 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2022 was Sumitomo Mitsui Trust Group, an estimated $346M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2022 was 3EDGE Asset Management, an estimated $99M sold.

Based on aggregated 13F filings for Q2 2022.