GLDM icon

SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

372 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, 108 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+29
Holders Change %
+8.45%
% of All Funds
5.45%
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
108
Reduced
127
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$514M
2
Jane Street
2
Jane Street
New York
$128M
3
Charles Schwab
3
Charles Schwab
California
$78.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$69.1M
5
GI
5
Gradient Investments
Minnesota
$56.8M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$565M
3
SEI Investments
3
SEI Investments
Pennsylvania
$8.53M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20M
5
TI
5
Tidal Investments
Wisconsin
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
151
Portside Wealth Group
Utah
$2.41M -$2.09M -50,970 -46%
BEAM
152
Baker Ellis Asset Management
Washington
$2.26M -$225K -5,500 -9%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$2.25M +$59.6K +1,458 +3%
GM
154
GeoWealth Management
Illinois
$2.23M -$46.4K -1,134 -2%
JCM
155
Jacobi Capital Management
Pennsylvania
$2.23M -$106K -2,590 -5%
CWMGP
156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.19M +$120K +2,924 +6%
LNC
157
Lincoln National Corp
Pennsylvania
$2.16M +$260K +6,367 +14%
BEI
158
Benjamin Edwards Inc
Missouri
$1.94M -$1.43M -34,969 -42%
MCC
159
Money Concepts Capital
Florida
$1.92M +$1.92M +46,905 New
MWA
160
Mills Wealth Advisors
Texas
$1.91M -$176K -4,306 -8%
WAG
161
Wallace Advisory Group
California
$1.85M -$841K -22,952 -31%
QAM
162
Q3 Asset Management
Michigan
$1.83M +$1.83M +44,676 New
CF
163
Copperwynd Financial
Arizona
$1.81M -$142K -3,473 -7%
VAS
164
Valicenti Advisory Services
New York
$1.73M +$553K +13,520 +47%
Creative Planning
165
Creative Planning
Kansas
$1.71M -$523K -12,786 -23%
SC
166
Scotia Capital
Ontario, Canada
$1.7M +$31.8K +777 +2%
Nomura Asset Management
167
Nomura Asset Management
Japan
$1.64M -$262K -6,400 -14%
PBF
168
Petix & Botte Financial
California
$1.58M – – –
BA
169
Bridgewater Advisors
New York
$1.58M +$695K +16,988 +79%
SPIA
170
Steward Partners Investment Advisory
New York
$1.53M +$608K +14,855 +66%
BPA
171
Beacon Pointe Advisors
California
$1.5M -$112K -2,745 -7%
OCPWS
172
One Charles Private Wealth Services
Massachusetts
$1.49M -$656K -16,044 -31%
VWWMG
173
Vermillion & White Wealth Management Group
Pennsylvania
$1.45M +$1.45M +35,525 New
FFA
174
Farther Finance Advisors
California
$1.43M +$1.42M +34,603 +7,588%
EFS
175
Essex Financial Services
Connecticut
$1.43M +$94.1K +2,301 +7%
5 6
7
8 9