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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$146M
2
Charles Schwab
Charles Schwab
California
$0
3
TI
Tidal Investments
Wisconsin
$118M
4
WWA
WCG Wealth Advisors
Nevada
$710K
5
CIA
Compass Ion Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$235K +$235K +6,500 New
KAS
202
Kestra Advisory Services
Texas
$234K -$327K -9,031 -58%
BWA
203
Beam Wealth Advisors
Louisiana
$230K -$9.08K -251 -4%
WTA
204
Washington Trust Advisors
Massachusetts
$222K +$3.11K +86 +1%
AIM
205
Anchor Investment Management
South Carolina
$221K – – –
MA
206
Mutual Advisors
Nebraska
$221K +$221K +6,107 New
VanEck Associates
207
VanEck Associates
New York
$217K – – –
HIMC
208
Heritage Investors Management Corp
Maryland
$206K +$206K +5,685 New
WA
209
WestEnd Advisors
North Carolina
$192K – – –
SWM
210
Spire Wealth Management
Virginia
$185K +$61.5K +1,696 +50%
ML
211
McAdam LLC
Pennsylvania
$182K +$57.9K +3,187 +47%
PP
212
PDS Planning
Ohio
$171K +$12.8K +353 +8%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$152K +$24.2K +668 +19%
PTC
214
Private Trust Company
Ohio
$135K +$135K +3,721 New
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K -$6.84K -189 -5%
LFG
216
Larson Financial Group
Missouri
$92.5K +$5.5K +152 +6%
CWC
217
Carolinas Wealth Consulting
North Carolina
$85.2K -$69.7K -1,927 -45%
CB
218
Community Bank
New York
$78.7K -$362 -10 -0.5%
BCM
219
Birch Capital Management
Texas
$74.6K – – –
HI
220
Harbour Investments
Wisconsin
$67K -$467K -12,914 -87%
FWM
221
Focused Wealth Management
New York
$67K +$67K +1,852 New
SCA
222
Stonebridge Capital Advisors
Minnesota
$65.2K – – –
CWP
223
Concord Wealth Partners
Virginia
$65K +$65K +1,795 New
MCC
224
Money Concepts Capital
Florida
$61.1K -$8.54K -236 -12%
GWS
225
Glassman Wealth Services
Virginia
$54.5K -$32.4K -894 -37%
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