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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
FPAS
151
Focus Partners Advisor Solutions
Missouri
$542K +$526K +14,084 New
IAA
152
Independent Advisor Alliance
North Carolina
$531K +$184K +4,928 +56%
CPW
153
Catalyst Private Wealth
California
$514K +$62.9K +1,684 +14%
WMS
154
Wealth Management Solutions
Pennsylvania
$511K -$933 -25 -0.2%
SWM
155
Segment Wealth Management
Texas
$496K +$103K +2,750 +27%
DIA
156
Davidson Investment Advisors
Montana
$493K -$29.5K -791 -6%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$474K
FW
158
FirstPurpose Wealth
Utah
$472K +$59.5K +1,593 +15%
AP
159
Adero Partners
California
$462K
ZF
160
Zhang Financial
Michigan
$460K -$4.47M -119,845 -91%
BS
161
Boenning & Scattergood
Pennsylvania
$459K -$73.6K -1,971 -14%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$435K +$290K +7,764 +220%
WC
163
Weil Company
California
$428K -$210K -5,631 -34%
BC
164
Barnett & Company
Tennessee
$425K -$32.7K -877 -7%
V
165
Veritable
Delaware
$414K +$401K +10,750 New
Citadel Advisors
166
Citadel Advisors
Florida
$384K +$10.5K +282 +3%
Lido Advisors
167
Lido Advisors
California
$380K +$110K +2,937 +42%
NEPWA
168
New England Private Wealth Advisors
Massachusetts
$379K -$75 -2 -0%
Northern Trust
169
Northern Trust
Illinois
$373K -$463K -12,396 -56%
CRI
170
Colonial River Investments
Virginia
$362K -$716K -19,186 -67%
DAS
171
Dynamic Advisor Solutions
Arizona
$359K +$69K +1,848 +25%
LSA
172
Lansing Street Advisors
Pennsylvania
$337K +$326K +8,723 New
WA
173
WBH Advisory
Maryland
$336K -$269K -7,198 -45%
EFS
174
Essex Financial Services
Connecticut
$321K +$40.8K +1,092 +15%
IF
175
IRON Financial
Illinois
$318K +$13.4K +359 +5%

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.