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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

332 hedge funds and large institutions have $4.11B invested in SPDR Gold MiniShares Trust in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+16
Holders Change %
+5.06%
% of All Funds
5.24%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
50
Increased
122
Reduced
98
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$132M
2
BL
Balentine LLC
Georgia
$106M
3
Bank of America
Bank of America
North Carolina
$118M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$40.5M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
GI
Gradient Investments
Minnesota
$20M
2
3AM
3EDGE Asset Management
Florida
$121M
3
TI
Tidal Investments
Wisconsin
$109M
4
CWA
Continuum Wealth Advisors
New York
$0
5
Cohen & Steers
Cohen & Steers
New York
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
126
Prime Capital Investment Advisors
Kansas
$2.65M +$2.65M +69,581 New
AA
127
Advisory Alpha
Michigan
$2.6M -$216K -5,669 -8%
EWM
128
Evercore Wealth Management
New York
$2.55M +$107K +2,813 +4%
FFP
129
Forbes Financial Planning
Rhode Island
$2.54M +$48.6K +1,275 +2%
MCCP
130
Mission Creek Capital Partners
California
$2.54M -$116K -3,049 -4%
CWM
131
Cabot Wealth Management
Massachusetts
$2.53M +$9.07K +238 +0.4%
AWS
132
Atria Wealth Solutions
New York
$2.51M +$2.21M +58,043 +749%
LPAM
133
Lodestar Private Asset Management
California
$2.42M +$68.7K +1,803 +3%
BEAM
134
Baker Ellis Asset Management
Washington
$2.42M -$76.2K -2,000 -3%
KIA
135
Kraematon Investment Advisors
Massachusetts
$2.4M +$403K +10,575 +20%
CW
136
CreativeOne Wealth
Kansas
$2.22M +$1.75M +45,900 +369%
QC
137
Quent Capital
New York
$2.2M +$412K +10,808 +23%
AWAU
138
Alliance Wealth Advisors (Utah)
Utah
$2.15M -$410K -10,770 -16%
JCM
139
Jacobi Capital Management
Pennsylvania
$2.15M +$67.6K +1,775 +3%
GM
140
GeoWealth Management
Illinois
$2.11M +$172K +4,524 +9%
OPS
141
Orion Portfolio Solutions
Nebraska
$2.03M +$57.4K +1,506 +3%
BCI
142
Brinker Capital Investments
Pennsylvania
$2.03M +$57.4K +1,506 +3%
AWA
143
Arete Wealth Advisors
Illinois
$2M +$2M +52,625 New
CA
144
Cambridge Associates
Massachusetts
$1.96M – – –
MWA
145
Mills Wealth Advisors
Texas
$1.93M -$361K -9,484 -16%
WCFA
146
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$138K +3,615 +8%
OCPWS
147
One Charles Private Wealth Services
Massachusetts
$1.84M +$1.24M +32,672 +208%
Franklin Resources
148
Franklin Resources
California
$1.82M – – –
LNC
149
Lincoln National Corp
Pennsylvania
$1.8M +$404K +10,608 +29%
SC
150
Scotia Capital
Ontario, Canada
$1.79M -$76.1K -1,999 -4%
4 5
6
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