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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
LFA
1051
Legacy Financial Advisors
Kentucky
$8K
LWA
1052
Lowe Wealth Advisors
Maryland
$8K
HH
1053
HWG Holdings
Texas
$6K
PK
1054
Pflug Koory
Nebraska
$6K
RCG
1055
Ruggie Capital Group
Florida
$6K
FEG
1056
Financial Enhancement Group
Indiana
$6K +$5.8K +46 New
KIG
1057
Kessler Investment Group
Indiana
$6K +$6.31K +50 New
EWM
1058
Elmwood Wealth Management
California
$5.66K +$5.68K +45 New
ECM
1059
Exchange Capital Management
Michigan
$5K
KF
1060
Krilogy Financial
Missouri
$5K
JA
1061
JOYN Advisors
Georgia
$5K +$5.04K +40 New
BWA
1062
Burt Wealth Advisors
Maryland
$4K
HCC
1063
Hirtle Callaghan & Co
Pennsylvania
$4K
MSFP
1064
Mark Sheptoff Financial Planning
Connecticut
$4K
PCM
1065
Peak Capital Management
Colorado
$4K +$4.29K +34 New
NWM
1066
Northwest Wealth Management
Iowa
$4K +$4.42K +35 New
CL
1067
Cabana LLC
Arkansas
$3.63K +$561K +4,444 +18%
TRCT
1068
Tower Research Capital (TRC)
New York
$3K -$149K -1,178 -98%
LWS
1069
Lucia Wealth Services
California
$3K +$3.15K +25 New
HA
1070
Hamel Associates
New Jersey
$1.52K +$1.17M +9,300 +338%
FA
1071
Fortis Advisors
Pennsylvania
$1K -$61.8K -490 -98%
AC
1072
Avestar Capital
New York
$1K -$27.2K -216 -94%
HS
1073
Horan Securities
United States
$1K
DWM
1074
Destination Wealth Management
California
$1K +$1.26K +10 New
BWM
1075
Baystate Wealth Management
Massachusetts
$1K +$1.39K +11 New

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.