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SPDR Gold Trust

811 hedge funds and large institutions have $11B invested in SPDR Gold Trust in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 231 increasing their positions, 341 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $6.42B | Put options by funds: $4.3B

40% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 67

21% more funds holding in top 10

Funds holding in top 10: 7085 (+15)

7% more capital invested

Capital invested by funds: $10.2B → $11B (+$741M)

2% more funds holding

Funds holding: 792811 (+19)

1.28% more ownership

Funds ownership: 31.93%33.21% (+1.3%)

32% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 341

Holders
811
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
23.43%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.46%
New
94
Increased
231
Reduced
341
Closed
67
Calls
$6.42B
Puts
$4.3B
Net Calls
+$2.12B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
476
CAPTRUST Financial Advisors
North Carolina
$752K -$212K -1,699 -22%
RJT
477
Raymond James Trust
Florida
$749K +$49.5K +397 +7%
OWD
478
Osborn Williams & Donohoe
Ohio
$745K
YP
479
Yellowstone Partners
Idaho
$745K +$227K +1,824 +43%
WTC
480
WhitTier Trust Company
Nevada
$744K -$63.8K -512 -8%
TIM
481
Thornburg Investment Management
New Mexico
$732K -$54.8K -440 -7%
BL
482
BCWM LLC
Kansas
$731K -$3.74K -30 -0.5%
KWMG
483
King Wealth Management Group
Florida
$730K -$166K -1,331 -18%
RBC
484
Ronald Blue & Co
Georgia
$728K -$2.05M -16,475 -74%
TH
485
TCTC Holdings
Texas
$720K
GD
486
Grandfield & Dodd
New York
$716K +$24.9K +200 +4%
KCPG
487
Kavar Capital Partners Group
Kansas
$705K -$14.5K -116 -2%
SNT
488
Security National Trust
West Virginia
$701K
PWM
489
Perigon Wealth Management
California
$701K +$53.6K +430 +8%
WCM
490
Weatherstone Capital Management
Colorado
$699K +$705K +5,654 New
PAS
491
Partnervest Advisory Services
California
$691K -$1.8M -14,471 -72%
WKWM
492
Walter & Keenan Wealth Management
Indiana
$690K +$696K +5,584 New
JWBC
493
J.W. Burns & Co
New York
$683K -$12.5K -100 -2%
CC
494
Colrain Capital
Massachusetts
$680K -$125K -1,000 -15%
MP
495
Manifold Partners
California
$668K +$599K +4,807 +801%
VNB
496
Valley National Bancorp
New York
$660K -$29.7K -238 -4%
WAM
497
Weatherly Asset Management
California
$659K -$88.5K -710 -12%
BWM
498
Braver Wealth Management
Massachusetts
$658K
FSA
499
Financial Sense Advisors
California
$656K +$18.4K +148 +3%
ClearBridge Investments
500
ClearBridge Investments
New York
$654K

GLD Hedge Fund Activity: Q1 2014 in Review

811 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q1 2014, worth a combined $11B — up 7.3% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GLD positions and 67 closed out — a net gain of 27 holders — while 231 added to existing stakes and 341 trimmed.

The largest buyer was Hamel Associates, adding an estimated $386M. The largest seller was Susquehanna International Group, cutting an estimated $246M.

  • 811 institutional investors held SPDR Gold Trust (GLD) as of Q1 2014, up from 792 in Q4 2013.
  • Funds reported $11B of SPDR Gold Trust stock for Q1 2014, up 7.3% quarter-over-quarter.
  • 94 funds opened new SPDR Gold Trust positions in Q1 2014 and 67 closed out, a net change of +27 holders.
  • The largest SPDR Gold Trust buyer in Q1 2014 was Hamel Associates, an estimated $386M added.
  • The largest SPDR Gold Trust seller in Q1 2014 was Susquehanna International Group, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2014.