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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

372 hedge funds and large institutions have $4.09B invested in SPDR Gold MiniShares Trust in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+29
Holders Change %
+8.45%
% of All Funds
5.45%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
75
Increased
108
Reduced
127
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Jane Street
Jane Street
New York
$128M
3
Charles Schwab
Charles Schwab
California
$78.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$69.1M
5
GI
Gradient Investments
Minnesota
$56.8M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$565M
3
SEI Investments
SEI Investments
Pennsylvania
$8.53M
4
Osaic Holdings
Osaic Holdings
Arizona
$20M
5
TI
Tidal Investments
Wisconsin
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
176
Merit Financial Group
Georgia
$1.41M +$37.1K +907 +3%
RBA
177
Richard Bernstein Advisors
New York
$1.4M -$190K -4,651 -12%
EWMCB
178
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.35M -$949K -23,211 -41%
GCA
179
Gradient Capital Advisors
California
$1.32M +$59.5K +1,455 +5%
GWMIA
180
Global Wealth Management Investment Advisory
Florida
$1.28M +$48.9K +1,196 +4%
KAS
181
Kestra Advisory Services
Texas
$1.27M +$1.27M +31,003 New
LCWP
182
Legacy Capital Wealth Partners
Arkansas
$1.22M +$84.5K +2,066 +7%
JMFC
183
J.M. Forbes & Co
Massachusetts
$1.17M – – –
AWAU
184
Alliance Wealth Advisors (Utah)
Utah
$1.15M -$671K -16,410 -37%
LWL
185
Leo Wealth LLC
Texas
$1.15M +$1.15M +27,986 New
TAM
186
Tocqueville Asset Management
New York
$1.13M -$1.43K -35 -0.1%
Comerica Bank
187
Comerica Bank
Texas
$1.09M -$248K -6,052 -18%
CIA
188
Choate Investment Advisors
Massachusetts
$1.05M – – –
BMWM
189
Brown Miller Wealth Management
Virginia
$1.04M +$34.7K +849 +3%
WTC
190
WhitTier Trust Company
Nevada
$1.04M – – –
CW
191
CreativeOne Wealth
Kansas
$1.04M -$242K -5,923 -19%
US Bancorp
192
US Bancorp
Minnesota
$1.02M +$638K +15,583 +165%
LEFP
193
Leading Edge Financial Planning
Tennessee
$1M -$18.5K -453 -2%
CAM
194
Carret Asset Management
New York
$968K – – –
VWA
195
Visionary Wealth Advisors
Illinois
$917K -$1.08M -26,329 -54%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$914K -$3.36K -82 -0.4%
RVM
197
Robinson Value Management
Texas
$906K +$1.19K +29 +0.1%
HWA
198
Heritage Wealth Advisors
Virginia
$903K +$903K +22,083 New
KCM
199
Kendall Capital Management
Maryland
$897K -$41.3K -1,009 -4%
TIM
200
Total Investment Management
Arizona
$826K +$11.9K +292 +1%
6 7
8
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