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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
PWMG
201
Prestige Wealth Management Group
New Jersey
$45K
BFC
202
Bedel Financial Consulting
Indiana
$42K
CB
203
CNB Bank
Pennsylvania
$35K
ASN
204
Advisory Services Network
Georgia
$31K +$31.3K +867 New
BWM
205
Baystate Wealth Management
Massachusetts
$28K
TCM
206
Tradewinds Capital Management
Washington
$26K
FHA
207
First Horizon Advisors
Tennessee
$25K +$5.13K +142 +24%
Citigroup
208
Citigroup
New York
$24K -$36 -1 -0.1%
HFS
209
HBC Financial Services
Washington
$18K +$18.5K +512 New
Bessemer Group
210
Bessemer Group
New Jersey
$16K +$1.63K +45 +11%
MI
211
Markston International
New York
$13K -$6.75K -187 -34%
WQ
212
Wealth Quarterback
New Jersey
$13K +$13.2K +365 New
HWMA
213
Heritage Wealth Management (Arizona)
Arizona
$13K +$13.8K +382 New
GWSG
214
GPS Wealth Strategies Group
Colorado
$12K -$326K -9,028 -96%
SIS
215
Sound Income Strategies
Florida
$12K -$2.09K -58 -15%
CQS
216
Credential Qtrade Securities
$10.1K +$10.4K +287 New
BCM
217
Birch Capital Management
Texas
$9K
M
218
MOTCO
Texas
$9K +$9.03K +250 New
PB
219
Pinnacle Bancorp
Nebraska
$8K
CWC
220
Carolinas Wealth Consulting
North Carolina
$8K +$3.03K +84 +57%
AWM
221
Accel Wealth Management
Iowa
$7K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$6K +$939 +26 +17%
RG
223
Retirement Group
California
$6K +$6.14K +170 New
Barclays
224
Barclays
United Kingdom
$5K +$5.42K +150 New
APA
225
American Portfolios Advisors
New York
$4.53K -$2.96K -82 -39%

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.