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SPDR Gold MiniShares Trust

238 hedge funds and large institutions have $2.81B invested in SPDR Gold MiniShares Trust in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

48% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 67

5% more funds holding

Funds holding: 227238 (+11)

5% more capital invested

Capital invested by funds: $2.69B → $2.81B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.62% less ownership

Funds ownership: 33.78%32.16% (-1.6%)

Holders
238
Holders Change
+11
Holders Change %
+4.85%
% of All Funds
4.14%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
38
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$313M +$39.7M +1,100,000 +14%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$306M +$8.55M +236,952 +3%
CC
3
Cassaday & Co
Virginia
$192M +$8.19M +226,868 +4%
3AM
4
3EDGE Asset Management
Florida
$184M +$7.01M +194,182 +4%
RWA
5
RGT Wealth Advisors
Texas
$129M +$9.61M +266,229 +8%
TI
6
Tidal Investments
Wisconsin
$121M -$20.4M -564,687 -14%
EW
7
Evoke Wealth
California
$117M +$15.4M +425,775 +15%
Morgan Stanley
8
Morgan Stanley
New York
$114M -$54.6M -1,512,008 -32%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$98.1M -$5.5M -152,330 -5%
UBS Group
10
UBS Group
Switzerland
$79.4M -$10.8M -298,030 -12%
Cohen & Steers
11
Cohen & Steers
New York
$63.3M +$4.56M +126,200 +8%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$60M +$2.88M +79,736 +5%
Bank of America
13
Bank of America
North Carolina
$53.4M +$3.7M +102,487 +7%
GI
14
Gradient Investments
Minnesota
$48.5M +$3.28M +90,893 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$42.8M +$7.58M +209,829 +21%
SEI Investments
16
SEI Investments
Pennsylvania
$42.2M -$25.4M -703,007 -37%
State Street
17
State Street
Massachusetts
$32.7M +$30.7M +849,578 +1,073%
SFS
18
Strategic Financial Services
New York
$32.6M +$1.99M +55,049 +6%
LPL Financial
19
LPL Financial
California
$31.1M +$7.08K +196 +0%
AA
20
Advisory Alpha
Michigan
$30.9M +$3.68M +101,871 +13%
AIS
21
American Investment Services
Massachusetts
$30.9M +$809K +22,401 +3%
HBWM
22
Hollow Brook Wealth Management
New York
$28.4M -$9.78M -270,776 -25%
RCYC
23
Richard C. Young & Co
Rhode Island
$28M -$2.46M -68,003 -8%
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$27.9M +$5.11M +141,447 +22%
PI
25
PFS Investments
Georgia
$27.4M -$167K -4,617 -0.6%

GLDM Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q2 2021, worth a combined $2.81B — up 4.5% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GLDM positions and 22 closed out — a net gain of 16 holders — while 99 added to existing stakes and 67 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $39.7M. The largest seller was Morgan Stanley, cutting an estimated $54.6M.

  • 238 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q2 2021, up from 227 in Q1 2021.
  • Funds reported $2.81B of SPDR Gold MiniShares Trust stock for Q2 2021, up 4.5% quarter-over-quarter.
  • 38 funds opened new SPDR Gold MiniShares Trust positions in Q2 2021 and 22 closed out, a net change of +16 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $39.7M added.
  • The largest SPDR Gold MiniShares Trust seller in Q2 2021 was Morgan Stanley, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2021.