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SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

99 hedge funds and large institutions have $619M invested in SPDR Gold MiniShares Trust in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
99
Holders Change
+28
Holders Change %
+39.44%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
32
Increased
37
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$18.8M
2
BWA
2
Burt Wealth Advisors
Maryland
$14.3M
3
SFS
3
Strategic Financial Services
New York
$14M
4
HBWM
4
Hollow Brook Wealth Management
New York
$11.5M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$11.1M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$37.3M
2
CF
2
Copperwynd Financial
Arizona
$3.51M
3
FI
3
FormulaFolio Investments
Michigan
$24.3M
4
3AM
4
3EDGE Asset Management
Florida
$100M
5
CC
5
Cassaday & Co
Virginia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Cassaday & Co
Virginia
$125M 8,528,383 -249,218 -3%
3AM
2
3EDGE Asset Management
Florida
$100M 6,805,109 -257,822 -4%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$37.3M 2,534,281 -4,785,919 -65%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.3M 1,924,338 -114,766 -6%
FI
5
FormulaFolio Investments
Michigan
$24.3M 1,654,561 -258,969 -14%
AIS
6
American Investment Services
Massachusetts
$23.6M 1,606,157 -9,212 -0.6%
RCYC
7
Richard C. Young & Co
Rhode Island
$18.8M 1,279,005 +1,279,005 New
CPA
8
Capital Planning Advisors
California
$15.8M 1,071,806 +45,063 +4%
Cohen & Steers
9
Cohen & Steers
New York
$15.4M 1,045,300 -37,700 -3%
UBS Group
10
UBS Group
Switzerland
$15.4M 1,044,411 +167,675 +19%
BWA
11
Burt Wealth Advisors
Maryland
$14.3M 969,444 +969,444 New
SFS
12
Strategic Financial Services
New York
$14M 951,427 +951,427 New
PI
13
PFS Investments
Georgia
$12.6M 858,846 -81,052 -9%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$11.9M 810,036 +91,022 +13%
HBWM
15
Hollow Brook Wealth Management
New York
$11.5M 780,301 +780,301 New
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$11.1M 752,865 +718,459 +2,088%
Morgan Stanley
17
Morgan Stanley
New York
$10.8M 733,626 +678,916 +1,241%
SEI Investments
18
SEI Investments
Pennsylvania
$10.7M 727,367 +467 +0.1%
CCMG
19
Clark Capital Management Group
Pennsylvania
$10.6M 721,960 +116,744 +19%
LPL Financial
20
LPL Financial
California
$7.02M 477,716 +65,039 +16%
TFA
21
TPG Financial Advisors
Oregon
$6.18M 420,550 +420,550 New
RJA
22
Raymond James & Associates
Florida
$5.39M 366,407 +51,395 +16%
BS
23
Boenning & Scattergood
Pennsylvania
$5.34M 262,780 +262,780 New
SWM
24
Segment Wealth Management
Texas
$5.28M 358,824 +358,824 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.22M 355,381 +327,734 +1,185%
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