We are live on ! Find out more
GLD icon

SPDR Gold Trust

2,025 hedge funds and large institutions have $25B invested in SPDR Gold Trust in 2023 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 586 increasing their positions, 761 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 80

88% more call options, than puts

Call options by funds: $28.8B | Put options by funds: $15.3B

26% more capital invested

Capital invested by funds: $19.8B → $25B (+$5.16B)

10% more funds holding

Funds holding: 1,8492,025 (+176)

5% more funds holding in top 10

Funds holding in top 10: 163171 (+8)

4.52% more ownership

Funds ownership: 38.18%42.7% (+4.5%)

23% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 761

Holders
2,025
Holders Change
+176
Holders Change %
+9.52%
% of All Funds
29.52%
Holding in Top 10
171
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.91%
% of All Funds
2.49%
New
284
Increased
586
Reduced
761
Closed
80
Calls
$28.8B
Puts
$15.3B
Net Calls
+$13.5B
Net Calls Change
-$2.11B
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
601
Verus Capital Partners
Arizona
$2.77M +$341K +1,862 +15%
EP
602
Eudaimonia Partners
Tennessee
$2.76M -$34.8K -190 -1%
LSPW
603
Lake Street Private Wealth
Illinois
$2.76M +$4.03K +22 +0.2%
GWM
604
Geneos Wealth Management
Colorado
$2.76M -$230K -1,255 -8%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$2.75M +$125K +680 +5%
AA
606
Ancora Advisors
Ohio
$2.75M +$200K +1,091 +8%
RZH
607
Relyea Zuckerberg Hanson
Connecticut
$2.74M +$308K +1,682 +13%
ATPW
608
Ashton Thomas Private Wealth
Arizona
$2.72M +$809K +4,414 +45%
CPG
609
Custom Portfolio Group
Colorado
$2.7M +$2.61M +14,250 New
MWM
610
Modera Wealth Management
New Jersey
$2.7M +$13.7K +75 +0.5%
RJT
611
Raymond James Trust
Florida
$2.7M +$235K +1,281 +10%
CW
612
CreativeOne Wealth
Kansas
$2.7M +$396K +2,160 +18%
RFA
613
ROI Financial Advisors
Oregon
$2.69M +$2.58M +14,087 New
BWP
614
Balboa Wealth Partners
Arizona
$2.69M +$623K +3,397 +32%
CA
615
Continuum Advisory
Idaho
$2.69M +$218K +1,192 +9%
PWA
616
Primoris Wealth Advisors
Florida
$2.66M +$363K +1,980 +17%
MIM
617
Macroview Investment Management
Maryland
$2.66M -$45.5K -248 -2%
SWM
618
Sendero Wealth Management
Texas
$2.66M -$15.8K -86 -0.6%
PCM
619
Pointe Capital Management
Michigan
$2.66M +$77.2K +421 +3%
MFA
620
Mayflower Financial Advisors
Massachusetts
$2.63M -$40.9K -223 -2%
CCM
621
Ciovacco Capital Management
Georgia
$2.62M -$120K -653 -5%
SMG
622
Smart Money Group
Texas
$2.62M +$4.95K +27 +0.2%
TCM
623
Towneley Capital Management
California
$2.62M +$2.51M +13,687 New
SFG
624
SevenBridge Financial Group
Pennsylvania
$2.62M -$180K -980 -7%
MC
625
Moors & Cabot
Massachusetts
$2.62M -$102K -555 -4%

GLD Hedge Fund Activity: Q4 2023 in Review

2,025 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q4 2023, worth a combined $25B — up 26% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new GLD positions and 80 closed out — a net gain of 204 holders — while 586 added to existing stakes and 761 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.09B. The largest seller was Citadel Advisors, cutting an estimated $225M.

  • 2,025 institutional investors held SPDR Gold Trust (GLD) as of Q4 2023, up from 1,849 in Q3 2023.
  • Funds reported $25B of SPDR Gold Trust stock for Q4 2023, up 26% quarter-over-quarter.
  • 284 funds opened new SPDR Gold Trust positions in Q4 2023 and 80 closed out, a net change of +204 holders.
  • The largest SPDR Gold Trust buyer in Q4 2023 was Morgan Stanley, an estimated $2.09B added.
  • The largest SPDR Gold Trust seller in Q4 2023 was Citadel Advisors, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2023.