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SPDR Gold MiniShares Trust
GLDM

273 hedge funds and large institutions have $3.09B invested in SPDR Gold MiniShares Trust in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

27% more funds holding in top 10

Funds holding in top 10: 26 → 33 (+7)

22% more capital invested

Capital invested by funds: $2.54B → $3.09B (+$549M)

15% more funds holding

Funds holding: 238 → 273 (+35)

12.77% more ownership

Funds ownership: 48.21% → 60.98% (+13%)

2% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 86

Holders
273
Holders Change
+35
Holders Change %
+14.71%
% of All Funds
4.6%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.56%
New
65
Increased
88
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$346M
2
APF
Alaska Permanent Fund
Alaska
+$194M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$123M
4
LPL Financial
LPL Financial
California
+$36.7M
5
Asset Management One
Asset Management One
Japan
+$35.8M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$99M
2
RWA
RGT Wealth Advisors
Texas
-$19.8M
3
State Street
State Street
Massachusetts
-$19.5M
4
TI
Tidal Investments
Wisconsin
-$17.4M
5
BCM
Brookstone Capital Management
Illinois
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
SFG Wealth Management
Maryland
$251K +$260K +6,984 New
WP
202
WealthSource Partners
California
$241K -$1.6M -43,138 -87%
BWA
203
Beam Wealth Advisors
Louisiana
$233K -$485K -13,035 -67%
SCP
204
Syntal Capital Partners
Texas
$230K +$51K +1,370 New
LF
205
Lee Financial
Texas
$222K +$230K +6,188 New
AIM
206
Anchor Investment Management
South Carolina
$219K – – –
CAL
207
Capital Analysts LLC
Pennsylvania
$216K +$1.19K +32 +0.5%
MA
208
Mutual Advisors
Nebraska
$214K +$3.38K +91 +2%
ACM
209
Advisors Capital Management
New Jersey
$208K +$216K +5,803 New
WTA
210
Washington Trust Advisors
Massachusetts
$207K -$39.6K -1,064 -16%
ML
211
McAdam LLC
Pennsylvania
$205K +$212K +5,700 New
MCA
212
MSH Capital Advisors
Arizona
$203K +$8.22K +221 +4%
SW
213
SVB Wealth
Massachusetts
$202K +$210K +5,643 New
EH
214
Equitable Holdings
New York
$201K +$208K +5,600 New
CCM
215
Covington Capital Management
California
$193K -$13.8K -370 -6%
PTC
216
Private Trust Company
Ohio
$190K +$197K +5,288 New
VCM
217
Vigilant Capital Management
Maine
$163K – – –
MCC
218
Money Concepts Capital
Florida
$152K +$158K +4,240 New
CT
219
Caldwell Trust
Florida
$152K -$126K -3,400 -45%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K -$17.7K -477 -10%
PP
221
PDS Planning
Ohio
$143K +$7.03K +189 +5%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$126K -$11.7K -314 -8%
PFA
223
Professional Financial Advisors
Nebraska
$118K -$186 -5 -0.2%
PFS
224
Prospera Financial Services
Texas
$108K -$11.9K -320 -10%
LFG
225
Larson Financial Group
Missouri
$86K +$223 +6 +0.3%
7 8
9
10 11

GLDM Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2022, worth a combined $3.09B — up 22% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new GLDM positions and 29 closed out — a net gain of 36 holders — while 88 added to existing stakes and 86 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $346M. The largest seller was 3EDGE Asset Management, cutting an estimated $99M.

  • 273 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2022, up from 238 in Q1 2022.
  • Funds reported $3.09B of SPDR Gold MiniShares Trust stock for Q2 2022, up 22% quarter-over-quarter.
  • 65 funds opened new SPDR Gold MiniShares Trust positions in Q2 2022 and 29 closed out, a net change of +36 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2022 was Sumitomo Mitsui Trust Group, an estimated $346M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2022 was 3EDGE Asset Management, an estimated $99M sold.

Based on aggregated 13F filings for Q2 2022.