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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
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$565M +$38.2M +1,000,000 +7%
Morgan Stanley
2
Morgan Stanley
New York
$213M +$13.4M +351,672 +6%
EW
3
Evoke Wealth
California
$199M +$6.99M +182,822 +3%
Asset Management One
4
Asset Management One
Japan
$120M +$16.4M +429,049 +15%
UBS Group
5
UBS Group
Switzerland
$119M +$7.31M +191,341 +6%
BL
6
Balentine LLC
Georgia
$107M +$4.7M +123,019 +4%
Bank of America
7
Bank of America
North Carolina
$105M -$8.88M -232,206 -7%
TI
8
Tidal Investments
Wisconsin
$101M -$3.99M -104,370 -4%
State Street
9
State Street
Massachusetts
$91.6M +$2.5M +65,525 +3%
Stifel Financial
10
Stifel Financial
Missouri
$80.5M +$6.27M +163,930 +8%
Ameriprise
11
Ameriprise
Minnesota
$73.4M +$12.8M +334,851 +20%
CWM
12
Congress Wealth Management
Massachusetts
$66.6M +$93.5K +2,446 +0.1%
SEI Investments
13
SEI Investments
Pennsylvania
$62.6M +$56.6M +1,481,629 +657%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$53.1M +$6.31M +165,133 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$53M +$25.3M +661,795 +84%
GP
16
Greenline Partners
New York
$52M +$913K +23,887 +2%
3AM
17
3EDGE Asset Management
Florida
$51.1M -$67.3M -1,760,137 -55%
MMA
18
Miracle Mile Advisors
California
$47.9M +$2.53M +66,186 +5%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$46.5M -$663K -17,345 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45.7M +$15.4M +402,451 +48%
LPL Financial
21
LPL Financial
California
$43.5M +$469K +12,270 +1%
Cohen & Steers
22
Cohen & Steers
New York
$42.5M +$4.91M +128,435 +12%
HBWM
23
Hollow Brook Wealth Management
New York
$42M +$38.6K +1,011 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$37.6M +$39.2M +1,024,833 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$37.5M +$1.72M +44,914 +5%
1
2 3 4 5

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.