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SPDR Gold MiniShares Trust
GLDM

373 hedge funds and large institutions have $4.09B invested in SPDR Gold MiniShares Trust in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 109 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

16% more capital invested

Capital invested by funds: $3.52B → $4.09B (+$571M)

8% more funds holding

Funds holding: 344 → 373 (+29)

3% more funds holding in top 10

Funds holding in top 10: 34 → 35 (+1)

2.65% more ownership

Funds ownership: 61.6% → 64.25% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 127

Holders
373
Holders Change
+29
Holders Change %
+8.43%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
75
Increased
109
Reduced
127
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$265M
2
Jane Street
Jane Street
New York
+$116M
3
Charles Schwab
Charles Schwab
California
+$75.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.7M
5
GI
Gradient Investments
Minnesota
+$34.9M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$199M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$62.7M
3
SEI Investments
SEI Investments
Pennsylvania
-$58.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$37.5M
5
TI
Tidal Investments
Wisconsin
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$3.04M +$55.8K +1,423 +2%
QC
127
Quent Capital
New York
$3.03M +$316K +8,067 +12%
CCA
128
Catalyst Capital Advisors
New York
$3.01M – – –
Franklin Resources
129
Franklin Resources
California
$3.01M -$34.9K -891 -1%
ULWM
130
Upper Left Wealth Management
Florida
$2.99M -$250K -6,369 -8%
EWM
131
Evercore Wealth Management
New York
$2.97M +$109K +2,774 +4%
TMAM
132
Tokio Marine Asset Management
Japan
$2.96M -$62.7K -1,600 -2%
IA
133
IFP Advisors
Florida
$2.95M -$214K -5,450 -7%
IAN
134
Integrated Advisors Network
Texas
$2.94M -$191K -4,859 -6%
CUAMC
135
China Universal Asset Management Company
China
$2.93M – – –
PCIA
136
Prime Capital Investment Advisors
Kansas
$2.86M -$30.2K -769 -1%
MHIC
137
Marble Harbor Investment Counsel
Massachusetts
$2.84M +$11.8K +300 +0.4%
BCM
138
Brookstone Capital Management
Illinois
$2.82M -$138K -3,527 -5%
CB
139
Community Bank
New York
$2.81M +$2.62M +66,782 +3,318%
MCCP
140
Mission Creek Capital Partners
California
$2.77M +$12K +307 +0.5%
CWM
141
Cabot Wealth Management
Massachusetts
$2.73M +$7.72K +197 +0.3%
LPAM
142
Lodestar Private Asset Management
California
$2.72M -$17.2K -438 -0.7%
TFG
143
Team Financial Group
California
$2.67M +$119K +3,047 +5%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$2.64M -$576K -14,691 -19%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$2.61M +$253K +6,463 +11%
BTWM
146
Baker Tilly Wealth Management
Wisconsin
$2.61M -$581K -14,820 -19%
CI Investments Inc
147
CI Investments Inc
Ontario, Canada
$2.56M -$706K -18,000 -22%
KIA
148
Kraematon Investment Advisors
Massachusetts
$2.54M +$30.4K +775 +1%
AWS
149
Atria Wealth Solutions
New York
$2.51M +$2.15M +54,740 +835%
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$2.44M +$345K +8,794 +17%
4 5
6
7 8

GLDM Hedge Fund Activity: Q4 2023 in Review

373 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2023, worth a combined $4.09B — up 16% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new GLDM positions and 38 closed out — a net gain of 37 holders — while 109 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Evoke Wealth, exiting entirely with an estimated $199M sold.

  • 373 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2023, up from 344 in Q3 2023.
  • Funds reported $4.09B of SPDR Gold MiniShares Trust stock for Q4 2023, up 16% quarter-over-quarter.
  • 75 funds opened new SPDR Gold MiniShares Trust positions in Q4 2023 and 38 closed out, a net change of +37 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest SPDR Gold MiniShares Trust seller in Q4 2023 was Evoke Wealth, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2023.