GLDM icon

SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

316 hedge funds and large institutions have $3.82B invested in SPDR Gold MiniShares Trust in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+43
Holders Change %
+15.75%
% of All Funds
5.06%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.64%
New
70
Increased
108
Reduced
88
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$154M
2
Stifel Financial
Stifel Financial
Missouri
$76M
3
BL
Balentine LLC
Georgia
$61.7M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$563M
5
Charles Schwab
Charles Schwab
California
$49.7M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$181M
2
Jane Street
Jane Street
New York
$0
3
Cohen & Steers
Cohen & Steers
New York
$47.1M
4
FFM
Fullerton Fund Management
Singapore
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Mangham Associates
Virginia
$1.21M +$263K +6,723 +28%
Creative Planning
152
Creative Planning
Kansas
$1.2M +$65K +1,662 +6%
LB
153
Leo Brokerage
Texas
$1.15M +$1.15M +29,522 New
TAM
154
Tocqueville Asset Management
New York
$1.07M – – –
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$1.05M +$48.1K +1,230 +5%
LCWP
156
Legacy Capital Wealth Partners
Arkansas
$1.01M +$1.01M +25,863 New
CIA
157
Choate Investment Advisors
Massachusetts
$1.01M – – –
WTC
158
WhitTier Trust Company
Nevada
$997K – – –
SL
159
SWMG LLC
Texas
$972K +$972K +24,853 New
CAM
160
Carret Asset Management
New York
$948K -$23.5K -600 -2%
EF
161
Empowered Funds
Pennsylvania
$944K +$944K +24,143 New
FSA
162
Financial Sense Advisors
California
$933K +$933K +23,850 New
Renaissance Technologies
163
Renaissance Technologies
New York
$915K +$915K +23,400 New
CA
164
Continuum Advisory
Idaho
$913K +$329K +8,422 +56%
KCM
165
Kendall Capital Management
Maryland
$897K +$14.9K +380 +2%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$893K +$18.3K +467 +2%
AWA
167
Acorn Wealth Advisors
Michigan
$882K -$19.6K -501 -2%
BA
168
Bridgewater Advisors
New York
$843K – – –
LEFP
169
Leading Edge Financial Planning
Tennessee
$821K +$135K +3,453 +20%
DI
170
Diligent Investors
California
$815K – – –
FW
171
FirstPurpose Wealth
Utah
$814K +$513K +13,116 +171%
EFS
172
Essex Financial Services
Connecticut
$804K +$481K +12,307 +149%
FHA
173
Flagship Harbor Advisors
Massachusetts
$791K -$23.5K -601 -3%
TIM
174
Total Investment Management
Arizona
$783K -$259K -6,630 -25%
IA
175
IFP Advisors
Florida
$766K +$207K +5,447 +37%
5 6
7
8 9