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SPDR Gold Trust

1,075 hedge funds and large institutions have $15B invested in SPDR Gold Trust in 2018 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 370 increasing their positions, 313 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

65% more call options, than puts

Call options by funds: $11.3B | Put options by funds: $6.88B

29% more funds holding in top 10

Funds holding in top 10: 6989 (+20)

18% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 313

6% more capital invested

Capital invested by funds: $14.1B → $15B (+$829M)

4% more funds holding

Funds holding: 1,0291,075 (+46)

1.13% more ownership

Funds ownership: 40.2%41.33% (+1.1%)

Holders
1,075
Holders Change
+46
Holders Change %
+4.47%
% of All Funds
24.64%
Holding in Top 10
89
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+28.99%
% of All Funds
2.04%
New
123
Increased
370
Reduced
313
Closed
68
Calls
$11.3B
Puts
$6.88B
Net Calls
+$4.45B
Net Calls Change
-$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$286K +$3.28K +26 +1%
MOS
777
MGO One Seven
Ohio
$286K +$5.8K +46 +2%
RA
778
RFG Advisory
Alabama
$284K -$2.27K -18 -0.8%
APP
779
Avantax Planning Partners
Iowa
$284K +$23.7K +188 +9%
PWPS
780
Pinnacle Wealth Planning Services
Ohio
$284K +$285K +2,256 New
BFPW
781
BOK Financial Private Wealth
Colorado
$283K -$23.5K -186 -8%
SCM
782
SOL Capital Management
Maryland
$283K
SFWA
783
Summit Financial Wealth Advisors
Louisiana
$283K +$9.46K +75 +3%
HIMC
784
Heritage Investors Management Corp
Maryland
$282K
PI
785
PHH Investments
Texas
$280K -$47.4K -376 -14%
CCP
786
Clarkston Capital Partners
Michigan
$279K
VSWA
787
Vontobel Swiss Wealth Advisors
Switzerland
$279K
LCM
788
LVM Capital Management
Michigan
$278K +$252 +2 +0.1%
BBNB
789
Baker Boyer National Bank
Washington
$277K
CMANY
790
Capital Management Associates (New York)
New York
$277K
DWM
791
Dorchester Wealth Management
Quebec, Canada
$277K
SMFS
792
Squar Milner Financial Services
California
$277K
JWBC
793
J.W. Burns & Co
New York
$277K +$39.6K +314 +17%
AAM
794
Aureus Asset Management
Massachusetts
$277K +$277K +2,200 New
VWM
795
Valley Wealth Managers
New Jersey
$275K -$2.52K -20 -0.9%
QAM
796
Quantres Asset Management
Cayman Islands
$274K -$113K -894 -29%
SCM
797
Sterling Capital Management
North Carolina
$274K +$3.78K +30 +1%
PPA
798
Parametric Portfolio Associates
Washington
$274K +$275K +2,181 New
CCT
799
Capital City Trust
Florida
$272K
TCM
800
Tradewinds Capital Management
Washington
$272K

GLD Hedge Fund Activity: Q1 2018 in Review

1,075 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q1 2018, worth a combined $15B — up 5.9% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new GLD positions and 68 closed out — a net gain of 55 holders — while 370 added to existing stakes and 313 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $710M. The largest seller was BlackRock, cutting an estimated $562M.

  • 1,075 institutional investors held SPDR Gold Trust (GLD) as of Q1 2018, up from 1,029 in Q4 2017.
  • Funds reported $15B of SPDR Gold Trust stock for Q1 2018, up 5.9% quarter-over-quarter.
  • 123 funds opened new SPDR Gold Trust positions in Q1 2018 and 68 closed out, a net change of +55 holders.
  • The largest SPDR Gold Trust buyer in Q1 2018 was Morgan Stanley, an estimated $710M added.
  • The largest SPDR Gold Trust seller in Q1 2018 was BlackRock, an estimated $562M sold.

Based on aggregated 13F filings for Q1 2018.