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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

376 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, 120 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+4
Holders Change %
+1.08%
% of All Funds
5.45%
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
120
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
$276M
2
APF
Alaska Permanent Fund
Alaska
$116M
3
AT
American Trust
Kentucky
$48.4M
4
3AM
3EDGE Asset Management
Florida
$99.6M
5
Stifel Financial
Stifel Financial
Missouri
$98.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$259M
2
Jane Street
Jane Street
New York
$3.26M
3
BL
Balentine LLC
Georgia
$2.47M
4
Charles Schwab
Charles Schwab
California
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$2.75M -$1.68M -38,229 -38%
BFA
152
Bright Financial Advisors
Michigan
$2.72M +$2.72M +59,017 New
KIA
153
Kraematon Investment Advisors
Massachusetts
$2.67M -$70.6K -1,603 -3%
AWM
154
AE Wealth Management
Kansas
$2.61M -$30.6M -694,711 -92%
AWAU
155
Alliance Wealth Advisors (Utah)
Utah
$2.56M +$1.32M +30,043 +107%
CWMGP
156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.53M +$182K +4,123 +8%
PCG
157
Prosperity Consulting Group
Maryland
$2.5M +$2.5M +56,858 New
HFS
158
Horizon Financial Services
North Carolina
$2.48M -$1.81M -41,041 -42%
BL
159
Balentine LLC
Georgia
$2.47M -$128M -2,899,235 -98%
CWM
160
Cabot Wealth Management
Massachusetts
$2.47M -$471K -10,702 -16%
BEAM
161
Baker Ellis Asset Management
Washington
$2.42M -$4.41K -100 -0.2%
GM
162
GeoWealth Management
Illinois
$2.41M +$5.37K +122 +0.2%
CL
163
Choreo LLC
Illinois
$2.25M -$1.43M -32,401 -39%
FSA
164
Financial Sense Advisors
California
$2.23M +$2.23M +50,620 New
CI Investments Inc
165
CI Investments Inc
Ontario, Canada
$2.23M -$529K -12,000 -19%
CF
166
Copperwynd Financial
Arizona
$2.21M +$268K +6,094 +14%
IA
167
IFP Advisors
Florida
$2.18M -$996K -22,603 -31%
JCM
168
Jacobi Capital Management
Pennsylvania
$1.95M -$442K -10,042 -18%
MWA
169
Mills Wealth Advisors
Texas
$1.95M -$106K -2,415 -5%
SC
170
Scotia Capital
Ontario, Canada
$1.88M +$49.5K +1,124 +3%
VWA
171
Visionary Wealth Advisors
Illinois
$1.82M +$834K +18,942 +84%
Creative Planning
172
Creative Planning
Kansas
$1.75M -$90K -2,043 -5%
BA
173
Bridgewater Advisors
New York
$1.7M – – –
RCM
174
Requisite Capital Management
Texas
$1.69M +$1.69M +38,287 New
OCPWS
175
One Charles Private Wealth Services
Massachusetts
$1.68M +$80.6K +1,830 +5%
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7
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