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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
ARMC
1001
American Research & Management Company
Massachusetts
$38K
JWA
1002
JFS Wealth Advisors
Pennsylvania
$38K
SIS
1003
Sound Income Strategies
Florida
$38K +$757 +6 +2%
OBWP
1004
O'Brien Wealth Partners
Massachusetts
$38K +$37.8K +300 New
HR
1005
Howe & Rusling
New York
$36K -$60K -476 -62%
MA
1006
MCF Advisors
Kentucky
$36K -$24K -190 -40%
RFA
1007
Reilly Financial Advisors
California
$36K +$14.5K +115 +66%
SSB
1008
Sandy Spring Bank
Maryland
$35K -$10.1K -80 -22%
FGC
1009
Financial Gravity Companies
Texas
$34K +$3.91K +31 +13%
CAGAS
1010
Capital Advisory Group Advisory Services
Minnesota
$34K +$33.6K +266 New
FGAM
1011
Financial Gravity Asset Management
Texas
$34K +$34.3K +272 New
EA
1012
Edge Advisors
Georgia
$32K -$31.5K -250 -49%
DSN
1013
D. Scott Neal
Kentucky
$32K
MWM
1014
Mascoma Wealth Management
New Hampshire
$31K -$26.5K -210 -46%
PCA
1015
Peddock Capital Advisors
Massachusetts
$31K
VDFA
1016
Vickerman & Driscoll Financial Advisors
Washington
$30K +$2.65K +21 +10%
BCI
1017
Brinker Capital Investments
Pennsylvania
$29K +$2.14K +17 +8%
WWM
1018
Willingdon Wealth Management
North Carolina
$28K -$63.1K -500 -69%
WB
1019
Webster Bank
Connecticut
$28K -$11.9K -94 -29%
WAS
1020
WESPAC Advisors SoCal
California
$27K +$14.5K +115 +115%
UBS AM
1021
UBS AM
Illinois
$25.8K -$1.27M -10,062 -98%
BC
1022
Barnett & Company
Tennessee
$25K
CBT
1023
Central Bank & Trust
Kentucky
$25K
CAM
1024
Close Asset Management
United Kingdom
$25K
WC
1025
Whitnell & Co
Illinois
$25K

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.