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SPDR Gold MiniShares Trust

344 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, 130 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 101

3% more funds holding

Funds holding: 333344 (+11)

4.89% less ownership

Funds ownership: 66.49%61.6% (-4.9%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

15% less capital invested

Capital invested by funds: $4.12B → $3.52B (-$598M)

Holders
344
Holders Change
+11
Holders Change %
+3.3%
% of All Funds
5.46%
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
130
Reduced
101
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
151
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.85M +$156K +4,072 +9%
VWA
152
Visionary Wealth Advisors
Illinois
$1.79M +$127K +3,330 +7%
CF
153
Copperwynd Financial
Arizona
$1.75M +$141K +3,693 +8%
Nomura Asset Management
154
Nomura Asset Management
Japan
$1.71M +$1.78M +46,600 New
LNC
155
Lincoln National Corp
Pennsylvania
$1.7M -$35.4K -925 -2%
AWAU
156
Alliance Wealth Advisors (Utah)
Utah
$1.63M -$456K -11,924 -21%
PCH
157
PGIM Custom Harvest
New Jersey
$1.55M +$30.3K +793 +2%
SC
158
Scotia Capital
Ontario, Canada
$1.5M -$241K -6,301 -13%
WOSD
159
WFA of San Diego
California
$1.46M -$83K -2,172 -5%
BPA
160
Beacon Pointe Advisors
California
$1.45M +$1.51M +39,486 New
AI
161
Atria Investments
North Carolina
$1.44M +$149K +3,890 +11%
RBA
162
Richard Bernstein Advisors
New York
$1.43M -$22K -576 -1%
PBF
163
Petix & Botte Financial
California
$1.42M
MFG
164
Merit Financial Group
Georgia
$1.23M -$19.3K -505 -1%
Comerica Bank
165
Comerica Bank
Texas
$1.2M +$1.25M +32,741 New
EFS
166
Essex Financial Services
Connecticut
$1.19M -$14.6K -381 -1%
CW
167
CreativeOne Wealth
Kansas
$1.15M -$1.03M -27,017 -46%
GCA
168
Gradient Capital Advisors
California
$1.13M -$42.7K -1,116 -3%
SL
169
SWMG LLC
Texas
$1.11M +$64.3K +1,681 +6%
GWMIA
170
Global Wealth Management Investment Advisory
Florida
$1.1M +$87.2K +2,280 +8%
JMFC
171
J.M. Forbes & Co
Massachusetts
$1.05M
VAS
172
Valicenti Advisory Services
New York
$1.05M +$84.6K +2,213 +8%
JP Morgan Chase
173
JP Morgan Chase
New York
$1.04M +$294K +7,683 +37%
LCWP
174
Legacy Capital Wealth Partners
Arkansas
$1.02M +$1.06M +27,829 New
TAM
175
Tocqueville Asset Management
New York
$1.01M +$2.87K +75 +0.3%

GLDM Hedge Fund Activity: Q3 2023 in Review

344 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2023, worth a combined $3.52B — down 15% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GLDM positions and 36 closed out — a net gain of 16 holders — while 130 added to existing stakes and 101 trimmed.

The largest buyer was SEI Investments, adding an estimated $56.6M. The largest seller was Cassaday & Co Wealth Management, exiting entirely with an estimated $200M sold.

  • 344 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2023, up from 333 in Q2 2023.
  • Funds reported $3.52B of SPDR Gold MiniShares Trust stock for Q3 2023, down 15% quarter-over-quarter.
  • 52 funds opened new SPDR Gold MiniShares Trust positions in Q3 2023 and 36 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2023 was SEI Investments, an estimated $56.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2023 was Cassaday & Co Wealth Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2023.