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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

343 hedge funds and large institutions have $3.52B invested in SPDR Gold MiniShares Trust in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+11
Holders Change %
+3.31%
% of All Funds
5.47%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
52
Increased
129
Reduced
101
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$62.6M
2
HighTower Advisors
HighTower Advisors
Illinois
$37.6M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$565M
4
Osaic Holdings
Osaic Holdings
Arizona
$53M
5
Asset Management One
Asset Management One
Japan
$120M

Top Sellers

1
CCWM
Cassaday & Co Wealth Management
Virginia
$0
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.83M
3
Jane Street
Jane Street
New York
$6.42M
4
Charles Schwab
Charles Schwab
California
$0
5
3AM
3EDGE Asset Management
Florida
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$2.64M +$689K +18,802 +35%
Mariner
127
Mariner
Kansas
$2.64M -$103K -2,821 -4%
CUAMC
128
China Universal Asset Management Company
China
$2.63M +$2.63M +71,700 New
CG
129
Colony Group
Massachusetts
$2.6M -$31.5K -859 -1%
PCIA
130
Prime Capital Investment Advisors
Kansas
$2.59M +$36.8K +1,005 +1%
EWM
131
Evercore Wealth Management
New York
$2.56M +$110K +2,991 +4%
MHIC
132
Marble Harbor Investment Counsel
Massachusetts
$2.54M -$67.8K -1,850 -3%
MCCP
133
Mission Creek Capital Partners
California
$2.47M +$32.9K +898 +1%
LPAM
134
Lodestar Private Asset Management
California
$2.45M +$123K +3,353 +5%
CWM
135
Cabot Wealth Management
Massachusetts
$2.44M +$4.73K +129 +0.2%
MAWAG
136
Mid-American Wealth Advisory Group
Missouri
$2.42M +$2.42M +65,450 New
QC
137
Quent Capital
New York
$2.42M +$302K +8,250 +14%
TFG
138
Team Financial Group
California
$2.28M +$2.28M +62,314 New
KIA
139
Kraematon Investment Advisors
Massachusetts
$2.25M -$62.3K -1,700 -3%
AWA
140
Arete Wealth Advisors
Illinois
$2.25M +$322K +8,795 +17%
BEAM
141
Baker Ellis Asset Management
Washington
$2.22M -$108K -2,950 -5%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2.11M -$1.76M -47,964 -46%
JCM
143
Jacobi Capital Management
Pennsylvania
$2.09M +$19.8K +541 +1%
EWMCB
144
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.07M +$2.07M +56,316 New
GM
145
GeoWealth Management
Illinois
$2.04M +$12.9K +353 +0.6%
Creative Planning
146
Creative Planning
Kansas
$2M +$861K +23,481 +76%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1.96M +$1.96M +53,576 New
OCPWS
148
One Charles Private Wealth Services
Massachusetts
$1.92M +$147K +4,000 +8%
MWA
149
Mills Wealth Advisors
Texas
$1.87M +$10.9K +296 +0.6%
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$1.86M +$60.8K +1,659 +3%
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