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SPDR Gold MiniShares Trust
GLDM

377 hedge funds and large institutions have $4.33B invested in SPDR Gold MiniShares Trust in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 149 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 121

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

6% more capital invested

Capital invested by funds: $4.09B → $4.33B (+$244M)

1% more funds holding

Funds holding: 373 → 377 (+4)

3.15% less ownership

Funds ownership: 64.25% → 61.1% (-3.2%)

Holders
377
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
5.43%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.55%
New
44
Increased
149
Reduced
121
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$257M
2
APF
Alaska Permanent Fund
Alaska
+$102M
3
3AM
3EDGE Asset Management
Florida
+$38.8M
4
Stifel Financial
Stifel Financial
Missouri
+$34.8M
5
VanEck Associates
VanEck Associates
New York
+$26.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$274M
2
Jane Street
Jane Street
New York
-$126M
3
BL
Balentine LLC
Georgia
-$119M
4
Charles Schwab
Charles Schwab
California
-$78.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$2.75M -$1.57M -38,229 -38%
BFA
152
Bright Financial Advisors
Michigan
$2.72M +$2.43M +59,017 New
KIA
153
Kraematon Investment Advisors
Massachusetts
$2.67M -$65.9K -1,603 -3%
AWM
154
AE Wealth Management
Kansas
$2.61M -$28.5M -694,711 -92%
AWAU
155
Alliance Wealth Advisors (Utah)
Utah
$2.56M +$1.23M +30,043 +107%
CWMGP
156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.53M +$169K +4,123 +8%
PCG
157
Prosperity Consulting Group
Maryland
$2.5M +$2.34M +56,858 New
HFS
158
Horizon Financial Services
North Carolina
$2.48M -$1.69M -41,041 -42%
BL
159
Balentine LLC
Georgia
$2.47M -$119M -2,899,235 -98%
CWM
160
Cabot Wealth Management
Massachusetts
$2.47M -$440K -10,702 -16%
BEAM
161
Baker Ellis Asset Management
Washington
$2.42M -$4.11K -100 -0.2%
GM
162
GeoWealth Management
Illinois
$2.41M +$5.01K +122 +0.2%
CL
163
Choreo LLC
Illinois
$2.25M -$1.33M -32,401 -39%
FSA
164
Financial Sense Advisors
California
$2.23M +$2.08M +50,620 New
CI Investments Inc
165
CI Investments Inc
Ontario, Canada
$2.23M -$493K -12,000 -19%
CF
166
Copperwynd Financial
Arizona
$2.21M +$250K +6,094 +14%
IA
167
IFP Advisors
Florida
$2.18M -$929K -22,603 -31%
JCM
168
Jacobi Capital Management
Pennsylvania
$1.95M -$413K -10,042 -18%
MWA
169
Mills Wealth Advisors
Texas
$1.95M -$99.2K -2,415 -5%
SC
170
Scotia Capital
Ontario, Canada
$1.88M +$46.2K +1,124 +3%
VWA
171
Visionary Wealth Advisors
Illinois
$1.82M +$778K +18,942 +84%
Creative Planning
172
Creative Planning
Kansas
$1.75M -$83.9K -2,043 -5%
BA
173
Bridgewater Advisors
New York
$1.7M – – –
RCM
174
Requisite Capital Management
Texas
$1.69M +$1.57M +38,287 New
OCPWS
175
One Charles Private Wealth Services
Massachusetts
$1.68M +$75.2K +1,830 +5%
5 6
7
8 9

GLDM Hedge Fund Activity: Q1 2024 in Review

377 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q1 2024, worth a combined $4.33B — up 6% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GLDM positions and 36 closed out — a net gain of 8 holders — while 149 added to existing stakes and 121 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $274M.

  • 377 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q1 2024, up from 373 in Q4 2023.
  • Funds reported $4.33B of SPDR Gold MiniShares Trust stock for Q1 2024, up 6% quarter-over-quarter.
  • 44 funds opened new SPDR Gold MiniShares Trust positions in Q1 2024 and 36 closed out, a net change of +8 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q1 2024 was Evoke Wealth, an estimated $257M added.
  • The largest SPDR Gold MiniShares Trust seller in Q1 2024 was Morgan Stanley, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2024.