GLDM icon

SPDR Gold MiniShares Trust
GLDM

Overview Fund Activity

174 hedge funds and large institutions have $1.59B invested in SPDR Gold MiniShares Trust in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
174
Holders Change
+43
Holders Change %
+32.82%
% of All Funds
3.58%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.39%
New
57
Increased
68
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
RGT Wealth Advisors
Texas
$86.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$192M
3
LPL Financial
3
LPL Financial
California
$67.4M
4
3AM
4
3EDGE Asset Management
Florida
$132M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$40M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$2.88M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$8.55M
3
PAG
3
Pinnacle Advisory Group
Maryland
$0
4
SWM
4
Segment Wealth Management
Texas
$361K
5
MHS
5
M Holdings Securities
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$192M 10,838,581 +3,692,946 +52%
CC
2
Cassaday & Co
Virginia
$175M 9,831,350 +202,727 +2%
3AM
3
3EDGE Asset Management
Florida
$132M 7,442,479 +2,929,770 +65%
EW
4
Evoke Wealth
California
$90.5M 5,091,399 +946,939 +23%
RWA
5
RGT Wealth Advisors
Texas
$86.9M 4,895,686 +4,895,686 New
LPL Financial
6
LPL Financial
California
$67.4M 3,794,928 +3,254,073 +602%
UBS Group
7
UBS Group
Switzerland
$58.7M 3,302,837 +1,327,395 +67%
Morgan Stanley
8
Morgan Stanley
New York
$58.4M 3,289,201 +2,191,186 +200%
SEI Investments
9
SEI Investments
Pennsylvania
$46.1M 2,594,726 +1,248,375 +93%
RCYC
10
Richard C. Young & Co
Rhode Island
$42.6M 2,401,385 +9,683 +0.4%
CAL
11
Capital Analysts LLC
Pennsylvania
$40M 2,253,293 +2,253,293 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$39.1M 2,200,005 +2,037,030 +1,250%
Bank of America
13
Bank of America
North Carolina
$37M 2,085,021 +909,800 +77%
Cohen & Steers
14
Cohen & Steers
New York
$36.5M 2,055,360 +250,800 +14%
HBWM
15
Hollow Brook Wealth Management
New York
$30.8M 1,736,685 +11,847 +0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$30.8M 1,731,711 +630,428 +57%
AIS
17
American Investment Services
Massachusetts
$25.4M 1,430,881 -123,893 -8%
SFS
18
Strategic Financial Services
New York
$23.6M 1,327,175 +59,153 +5%
PI
19
PFS Investments
Georgia
$22.7M 1,278,800 +388,200 +44%
CPA
20
Capital Planning Advisors
California
$20.5M 1,156,682 +113,118 +11%
BWA
21
Burt Wealth Advisors
Maryland
$19.9M 1,118,373 +65,064 +6%
CCP
22
Cardan Capital Partners
Colorado
$19.7M 1,109,402 +76,119 +7%
RJA
23
Raymond James & Associates
Florida
$16.3M 916,008 -93,546 -9%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$15.9M 895,834 +34,311 +4%
TI
25
Tidal Investments
Wisconsin
$14.1M 796,454 +796,454 New
1
2 3 4 5