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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 %
CWMGP
151
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.77M +$1.77M +46,419 New
VWA
152
Visionary Wealth Advisors
Illinois
$1.73M +$60.1K +1,578 +4%
CAN
153
Cetera Advisor Networks
California
$1.68M +$101K +2,652 +6%
CF
154
Copperwynd Financial
Arizona
$1.67M -$53.2K -1,397 -3%
WOSD
155
WFA of San Diego
California
$1.59M -$221K -5,791 -12%
PCH
156
PGIM Custom Harvest
New Jersey
$1.58M +$1.58M +41,575 New
RBA
157
Richard Bernstein Advisors
New York
$1.51M -$60.7K -1,593 -4%
PBF
158
Petix & Botte Financial
California
$1.47M +$737K +19,355 +100%
CAM
159
Cresset Asset Management
Illinois
$1.46M +$1.46M +38,250 New
MA
160
Mangham Associates
Virginia
$1.42M +$248K +6,500 +21%
OC
161
Oppenheimer & Co
New York
$1.38M +$155K +4,058 +13%
AI
162
Atria Investments
North Carolina
$1.35M +$47.8K +1,255 +4%
FSA
163
Financial Sense Advisors
California
$1.33M +$419K +11,000 +46%
MFG
164
Merit Financial Group
Georgia
$1.3M +$2.51K +66 +0.2%
EFS
165
Essex Financial Services
Connecticut
$1.26M +$472K +12,398 +60%
GCA
166
Gradient Capital Advisors
California
$1.22M +$28.2K +740 +2%
Creative Planning
167
Creative Planning
Kansas
$1.18M +$7.35K +193 +0.6%
LB
168
Leo Brokerage
Texas
$1.12M -$4.84K -127 -0.4%
JMFC
169
J.M. Forbes & Co
Massachusetts
$1.09M +$1.09M +28,711 New
SL
170
SWMG LLC
Texas
$1.09M +$138K +3,635 +15%
GWMIA
171
Global Wealth Management Investment Advisory
Florida
$1.06M +$31.4K +825 +3%
TAM
172
Tocqueville Asset Management
New York
$1.05M +$2.17K +57 +0.2%
VAS
173
Valicenti Advisory Services
New York
$1.01M +$1.01M +26,459 New
IF
174
Intrua Financial
Texas
$1M -$413K -10,854 -29%
CIA
175
Choate Investment Advisors
Massachusetts
$981K – – –
5 6
7
8 9