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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
Brown Advisory
201
Brown Advisory
Maryland
$574K – – –
CTC
202
Central Trust Company
Missouri
$547K -$48.7K -1,275 -8%
PFA
203
Pathway Financial Advisors
Vermont
$528K – – –
CA
204
Cetera Advisors
Colorado
$520K -$24.6K -643 -4%
FW
205
FirstPurpose Wealth
Utah
$496K -$102K -2,670 -16%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$495K -$255K -6,659 -33%
PA
207
Procyon Advisors
Connecticut
$494K +$17K +445 +3%
HF
208
HRT Financial
New York
$472K +$267K +6,989 +119%
MMPW
209
Mitchell McLeod Pugh & Williams
Alabama
$471K -$2.94K -77 -0.6%
BOM
210
Bank of Marin
California
$467K +$487K +12,748 New
NL
211
NWAM LLC
Washington
$455K +$44.8K +1,172 +10%
AI
212
Auour Investments
Massachusetts
$451K +$152K +3,979 +49%
DCS
213
Destiny Capital Securities
Colorado
$451K +$471K +12,310 New
WWA
214
WCG Wealth Advisors
Nevada
$450K -$168K -4,390 -28%
WT
215
Washington Trust
Rhode Island
$444K +$57.3K +1,500 +14%
MG
216
Mather Group
Illinois
$440K -$128K -3,355 -22%
AP
217
Adero Partners
California
$440K – – –
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$438K – – –
WC
219
Weil Company
California
$438K – – –
FEG
220
Financial Enhancement Group
Indiana
$426K +$4.51K +118 +1%
GLR
221
Great Lakes Retirement
Ohio
$423K -$26.9K -703 -6%
VA
222
Valmark Advisers
Ohio
$418K +$436K +11,394 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$411K +$17.2K +450 +4%
PWM
224
Perigon Wealth Management
California
$398K +$134K +3,509 +48%
PFO
225
Pathstone Family Office
New Jersey
$394K +$411K +10,750 New
7 8
9
10 11

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.