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SPDR Gold MiniShares Trust

238 hedge funds and large institutions have $2.81B invested in SPDR Gold MiniShares Trust in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

48% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 67

5% more funds holding

Funds holding: 227238 (+11)

5% more capital invested

Capital invested by funds: $2.69B → $2.81B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.62% less ownership

Funds ownership: 33.78%32.16% (-1.6%)

Holders
238
Holders Change
+11
Holders Change %
+4.85%
% of All Funds
4.14%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
38
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
176
Cerity Partners OCIO
New York
$203K +$208K +5,763 New
BOM
177
Bank of Marin
California
$198K -$33K -915 -14%
CCM
178
Covington Capital Management
California
$198K
LSAG
179
Lake Street Advisors Group
New Hampshire
$195K +$11.1K +307 +6%
DAS
180
Dynamic Advisor Solutions
Arizona
$191K -$37.5K -1,038 -16%
RA
181
Riversedge Advisors
Delaware
$184K +$189K +5,233 New
ML
182
McAdam LLC
Pennsylvania
$182K -$5.16K -143 -3%
IAA
183
Independent Advisor Alliance
North Carolina
$181K -$6.39K -177 -3%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$180K +$183K +5,076 +9,064%
RC
185
RegentAtlantic Capital
New Jersey
$179K -$6.21K -172 -3%
PFM
186
Parsec Financial Management
North Carolina
$179K +$184K +5,088 New
LAI
187
Legal Advantage Investments
California
$176K
PP
188
PDS Planning
Ohio
$138K +$39.8K +1,102 +39%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$130K +$5.16K +143 +4%
SCA
190
Stonebridge Capital Advisors
Minnesota
$126K +$65K +1,801 +97%
CT
191
Caldwell Trust
Florida
$110K
PFA
192
Professional Financial Advisors
Nebraska
$107K
SW
193
SVB Wealth
Massachusetts
$105K
IA
194
IFP Advisors
Florida
$97K -$3.14K -87 -3%
CB
195
Community Bank
New York
$89K -$70.3K -1,947 -43%
GRP
196
Global Retirement Partners
California
$88K -$6.1K -169 -6%
LFG
197
Larson Financial Group
Missouri
$88K -$2.71K -75 -3%
SB
198
Strategic Blueprint
Georgia
$63K +$64.6K +1,789 New
PO
199
Private Ocean
California
$60K -$55.8K -1,546 -47%
CHA
200
Carmichael Hill & Associates
Maryland
$59K -$3.1K -86 -5%

GLDM Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2021, worth a combined $2.81B — up 4.5% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GLDM positions and 22 closed out — a net gain of 16 holders — while 99 added to existing stakes and 67 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $39.7M. The largest seller was Morgan Stanley, cutting an estimated $54.6M.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2021, up from 227 in Q1 2021.
  • Funds reported $2.81B of SPDR Gold MiniShares Trust stock for Q2 2021, up 4.5% quarter-over-quarter.
  • 38 funds opened new SPDR Gold MiniShares Trust positions in Q2 2021 and 22 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $39.7M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2021 was Morgan Stanley, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2021.