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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

273 hedge funds and large institutions have $3.19B invested in SPDR Gold MiniShares Trust in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+20
Holders Change %
+7.91%
% of All Funds
4.4%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.58%
New
51
Increased
74
Reduced
103
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$45.1M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$474M
3
UBS Group
3
UBS Group
Switzerland
$91.5M
4
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$189M
5
Asset Management One
5
Asset Management One
Japan
$88.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Charles Schwab
2
Charles Schwab
California
$0
3
TI
3
Tidal Investments
Wisconsin
$118M
4
WWA
4
WCG Wealth Advisors
Nevada
$710K
5
CIA
5
Compass Ion Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
176
Weil Company
California
$432K +$19.5K +540 +5%
DI
177
DFPG Investments
Utah
$417K +$417K +11,181 New
WSTAM
178
Wilbanks Smith & Thomas Asset Management
Virginia
$410K – – –
SWM
179
Segment Wealth Management
Texas
$393K -$74.2K -2,050 -16%
BOM
180
Bank of Marin
California
$391K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$389K -$22.7K -626 -6%
V
182
Veritable
Delaware
$389K – – –
FHC
183
First Heartland Consultants
Missouri
$358K +$109 +3 +0%
BMWM
184
Brown Miller Wealth Management
Virginia
$355K +$88K +2,431 +33%
MWA
185
Mills Wealth Advisors
Texas
$351K +$351K +9,691 New
ACM
186
Advisors Capital Management
New Jersey
$326K – – –
Kayne Anderson Rudnick Investment Management
187
Kayne Anderson Rudnick Investment Management
California
$323K -$13K -359 -4%
LSA
188
Lansing Street Advisors
Pennsylvania
$316K – – –
WT
189
Washington Trust
Rhode Island
$310K – – –
MAM
190
Milestone Asset Management
Pennsylvania
$303K +$303K +7,894 New
Lido Advisors
191
Lido Advisors
California
$291K -$45.4K -1,255 -14%
AP
192
Appleton Partners
Massachusetts
$282K -$17.7K -490 -6%
MCA
193
MSH Capital Advisors
Arizona
$282K +$24.1K +665 +9%
FW
194
FirstPurpose Wealth
Utah
$278K +$5.97K +165 +2%
CAL
195
Capital Analysts LLC
Pennsylvania
$273K +$53.2K +1,473 +24%
WWM
196
Windsor Wealth Management
Indiana
$264K -$10.7K -287 -4%
DAM
197
Derbend Asset Management
Georgia
$260K -$2.39K -66 -0.9%
CRI
198
Colonial River Investments
Virginia
$260K -$836K -23,101 -76%
SVWAG
199
Sound View Wealth Advisors Group
Georgia
$253K +$253K +6,194 New
IF
200
IRON Financial
Illinois
$238K -$5.07K -140 -2%
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8
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