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SPDR Gold Trust

777 hedge funds and large institutions have $9.43B invested in SPDR Gold Trust in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 250 increasing their positions, 298 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $9.6B | Put options by funds: $4.41B

0.68% less ownership

Funds ownership: 31.89%31.21% (-0.68%)

4% less funds holding

Funds holding: 810777 (-33)

14% less funds holding in top 10

Funds holding in top 10: 7968 (-11)

16% less repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 298

20% less capital invested

Capital invested by funds: $11.8B → $9.43B (-$2.38B)

28% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 78

Holders
777
Holders Change
-33
Holders Change %
-4.07%
% of All Funds
22.54%
Holding in Top 10
68
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.92%
% of All Funds
1.97%
New
56
Increased
250
Reduced
298
Closed
78
Calls
$9.6B
Puts
$4.41B
Net Calls
+$5.18B
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
701
West Oak Capital
California
$106K
WTB
702
Washington Trust Bank
Washington
$106K -$43.2K -350 -28%
BFEC
703
Benjamin F. Edwards & Company
Missouri
$101K -$1.48K -12 -1%
BRWM
704
B. Riley Wealth Management
Tennessee
$99K -$18.5K -150 -15%
DAM
705
Delta Asset Management
Tennessee
$95K +$12.3K +100 +14%
TAT
706
TD Ameritrade Trust
Colorado
$93K
CBT
707
Central Bank & Trust
Kentucky
$93K +$4.93K +40 +5%
PSUF
708
People's United Financial
Connecticut
$92K +$6.78K +55 +7%
SMG
709
Spectrum Management Group
Indiana
$88K
AAC
710
Asset Advisors Corp
Georgia
$87K
PVH
711
Psagot Value Holdings
Israel
$87K
JIC
712
Joel Isaacson & Co
New York
$85K
HCM
713
Highlander Capital Management
New Jersey
$84.8K
GGHC
714
Gilder Gagnon Howe & Co
New York
$75K
BWFA
715
Baltimore-Washington Financial Advisors
Maryland
$75K +$14.8K +120 +23%
CMO
716
Covenant Multifamily Offices
Texas
$71K +$13.9K +113 +23%
KT
717
Kanaly Trust
Texas
$69K
MAM
718
Meeder Asset Management
Ohio
$68K -$3.21K -26 -4%
MA
719
MCF Advisors
Kentucky
$67K +$4.93K +40 +8%
FHA
720
First Horizon Advisors
Tennessee
$66K -$479K -3,886 -87%
FBT
721
Founders Bank & Trust
Michigan
$64K
HRC
722
Hoertkorn Richard Charles
$64K
JWA
723
JFS Wealth Advisors
Pennsylvania
$63K +$29.6K +240 +80%
HPBT
724
High Point Bank & Trust
North Carolina
$62K -$20.3K -165 -24%
FNYS
725
First New York Securities
New York
$61.4K +$215K +1,747 New

GLD Hedge Fund Activity: Q3 2014 in Review

777 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q3 2014, worth a combined $9.43B — down 20% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of GLD and 56 opened new positions — a net loss of 22 holders — while 298 trimmed existing stakes and 250 added.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was Stelliam Investment Management, exiting entirely with an estimated $152M sold.

  • 777 institutional investors held SPDR Gold Trust (GLD) as of Q3 2014, down from 810 in Q2 2014.
  • Funds reported $9.43B of SPDR Gold Trust stock for Q3 2014, down 20% quarter-over-quarter.
  • 56 funds opened new SPDR Gold Trust positions in Q3 2014 and 78 closed out, a net change of -22 holders.
  • The largest SPDR Gold Trust buyer in Q3 2014 was Morgan Stanley, an estimated $146M added.
  • The largest SPDR Gold Trust seller in Q3 2014 was Stelliam Investment Management, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2014.