We are live on ! Find out more
GLDM icon

SPDR Gold MiniShares Trust
GLDM

344 hedge funds and large institutions have $3.52B invested in SPDR Gold MiniShares Trust in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 101

3% more funds holding

Funds holding: 333 → 344 (+11)

4.89% less ownership

Funds ownership: 66.49% → 61.6% (-4.9%)

11% less funds holding in top 10

Funds holding in top 10: 38 → 34 (-4)

15% less capital invested

Capital invested by funds: $4.12B → $3.52B (-$598M)

Holders
344
Holders Change
+11
Holders Change %
+3.3%
% of All Funds
5.46%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
52
Increased
130
Reduced
101
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$56.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$38.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$25.3M
5
Asset Management One
Asset Management One
Japan
+$16.4M

Top Sellers

1
CCWM
Cassaday & Co Wealth Management
Virginia
-$200M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$174M
3
Jane Street
Jane Street
New York
-$126M
4
Charles Schwab
Charles Schwab
California
-$72.6M
5
3AM
3EDGE Asset Management
Florida
-$67.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
176
Choate Investment Advisors
Massachusetts
$944K – – –
WTC
177
WhitTier Trust Company
Nevada
$935K – – –
LEFP
178
Leading Edge Financial Planning
Tennessee
$913K +$81.5K +2,132 +9%
BMWM
179
Brown Miller Wealth Management
Virginia
$904K +$299K +7,823 +46%
CAM
180
Carret Asset Management
New York
$868K -$21.9K -572 -2%
KCM
181
Kendall Capital Management
Maryland
$841K +$30.3K +792 +4%
SPIA
182
Steward Partners Investment Advisory
New York
$824K +$154K +4,019 +22%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$822K +$2.56K +67 +0.3%
LAS
184
Lloyd Advisory Services
Georgia
$818K +$853K +22,316 New
NG
185
Norden Group
Utah
$818K +$853K +22,316 New
RVM
186
Robinson Value Management
Texas
$811K +$14.2K +372 +2%
BA
187
Bridgewater Advisors
New York
$791K – – –
AWA
188
Acorn Wealth Advisors
Michigan
$751K -$61K -1,597 -7%
DI
189
Diligent Investors
California
$751K -$13.4K -350 -2%
SAM
190
Stansberry Asset Management
Texas
$744K +$227K +5,933 +41%
TIM
191
Total Investment Management
Arizona
$729K -$2.68K -70 -0.4%
RCM
192
Requisite Capital Management
Texas
$725K +$1.46M +38,287 New
CT
193
Caldwell Trust
Florida
$701K +$187K +4,885 +34%
SIG
194
Sargent Investment Group
Maryland
$700K – – –
CA
195
Continuum Advisory
Idaho
$698K -$56.5K -1,477 -7%
AWMS
196
Advocacy Wealth Management Services
Georgia
$640K +$668K +17,465 New
BOSSRA
197
B.O.S.S. Retirement Advisors
Utah
$627K +$24.3K +635 +4%
LG
198
LAM Group
Oregon
$606K +$225K +5,880 +55%
IF
199
Intrua Financial
Texas
$589K -$392K -10,263 -39%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$578K +$603K +15,773 New
6 7
8
9 10

GLDM Hedge Fund Activity: Q3 2023 in Review

344 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q3 2023, worth a combined $3.52B — down 15% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GLDM positions and 36 closed out — a net gain of 16 holders — while 130 added to existing stakes and 101 trimmed.

The largest buyer was SEI Investments, adding an estimated $56.6M. The largest seller was Cassaday & Co Wealth Management, exiting entirely with an estimated $200M sold.

  • 344 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q3 2023, up from 333 in Q2 2023.
  • Funds reported $3.52B of SPDR Gold MiniShares Trust stock for Q3 2023, down 15% quarter-over-quarter.
  • 52 funds opened new SPDR Gold MiniShares Trust positions in Q3 2023 and 36 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q3 2023 was SEI Investments, an estimated $56.6M added.
  • The largest SPDR Gold MiniShares Trust seller in Q3 2023 was Cassaday & Co Wealth Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2023.