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SPDR Gold MiniShares Trust

373 hedge funds and large institutions have $4.09B invested in SPDR Gold MiniShares Trust in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 109 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

16% more capital invested

Capital invested by funds: $3.52B → $4.09B (+$571M)

8% more funds holding

Funds holding: 344373 (+29)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2.65% more ownership

Funds ownership: 61.6%64.25% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 127

Holders
373
Holders Change
+29
Holders Change %
+8.43%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
75
Increased
109
Reduced
127
Closed
38
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
$565M -$62.7M -1,600,000 -10%
Morgan Stanley
2
Morgan Stanley
New York
$514M +$265M +6,748,261 +116%
UBS Group
3
UBS Group
Switzerland
$136M +$3.3M +84,219 +3%
Asset Management One
4
Asset Management One
Japan
$135M +$1.05M +26,862 +0.8%
Jane Street
5
Jane Street
New York
$128M +$116M +2,963,557 +1,693%
BL
6
Balentine LLC
Georgia
$121M +$1.75M +44,561 +2%
Bank of America
7
Bank of America
North Carolina
$116M -$1.57M -40,035 -1%
State Street
8
State Street
Massachusetts
$98M -$4M -101,966 -4%
Ameriprise
9
Ameriprise
Minnesota
$89.3M +$7.02M +179,008 +9%
Charles Schwab
10
Charles Schwab
California
$78.8M +$75.5M +1,926,014 New
TI
11
Tidal Investments
Wisconsin
$74.7M -$36.2M -923,980 -34%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$69.1M +$65.7M +1,676,383 New
CWM
13
Congress Wealth Management
Massachusetts
$62.1M -$11.7M -298,407 -16%
SFS
14
Strategic Financial Services
New York
$61.4M +$18.8M +480,518 +47%
LPL Financial
15
LPL Financial
California
$59.9M +$10.8M +276,101 +23%
GP
16
Greenline Partners
New York
$59.2M +$1.2M +30,526 +2%
GI
17
Gradient Investments
Minnesota
$56.8M +$34.9M +891,187 +179%
Stifel Financial
18
Stifel Financial
Missouri
$56.7M -$31.8M -810,738 -37%
3AM
19
3EDGE Asset Management
Florida
$53.9M -$3.83M -97,637 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$50.4M -$551K -14,062 -1%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$48.5M -$3.24M -82,557 -7%
MMA
22
Miracle Mile Advisors
California
$48.3M -$4.86M -124,071 -10%
HBWM
23
Hollow Brook Wealth Management
New York
$46.5M -$403K -10,276 -0.9%
HighTower Advisors
24
HighTower Advisors
Illinois
$41.2M -$683K -17,412 -2%
Cohen & Steers
25
Cohen & Steers
New York
$40.2M -$6.88M -175,483 -15%

GLDM Hedge Fund Activity: Q4 2023 in Review

373 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold MiniShares Trust (GLDM) for Q4 2023, worth a combined $4.09B — up 16% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new GLDM positions and 38 closed out — a net gain of 37 holders — while 109 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Evoke Wealth, exiting entirely with an estimated $199M sold.

  • 373 institutional investors held SPDR Gold MiniShares Trust (GLDM) as of Q4 2023, up from 344 in Q3 2023.
  • Funds reported $4.09B of SPDR Gold MiniShares Trust stock for Q4 2023, up 16% quarter-over-quarter.
  • 75 funds opened new SPDR Gold MiniShares Trust positions in Q4 2023 and 38 closed out, a net change of +37 holders.
  • The largest SPDR Gold MiniShares Trust buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest SPDR Gold MiniShares Trust seller in Q4 2023 was Evoke Wealth, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2023.