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SPDR Gold Trust

1,086 hedge funds and large institutions have $12.6B invested in SPDR Gold Trust in 2018 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 289 increasing their positions, 370 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $27.1B | Put options by funds: $11.4B

92% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 99

33% more funds holding in top 10

Funds holding in top 10: 6992 (+23)

8% more capital invested

Capital invested by funds: $11.6B → $12.6B (+$970M)

8% more funds holding

Funds holding: 1,0061,086 (+80)

2.21% less ownership

Funds ownership: 40.79%38.58% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 370

Holders
1,086
Holders Change
+80
Holders Change %
+7.95%
% of All Funds
24.2%
Holding in Top 10
92
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+33.33%
% of All Funds
2.05%
New
190
Increased
289
Reduced
370
Closed
99
Calls
$27.1B
Puts
$11.4B
Net Calls
+$15.7B
Net Calls Change
+$7.12B
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1051
Heritage Wealth Advisors
Virginia
$18K
BTNA
1052
Bremer Trust National Association
Minnesota
$18K +$17K +146 New
PFC
1053
Phocas Financial Corp
California
$17K
DWA
1054
Dougherty Wealth Advisers
Minnesota
$17K +$15.7K +135 New
EI
1055
Ellevest Inc
New York
$17K +$16.3K +140 New
RFA
1056
Reilly Financial Advisors
California
$16K -$4.76K -41 -23%
RWG
1057
Regal Wealth Group
California
$16K
FMTCOCP
1058
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
PFGIA
1059
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$2.32K +20 +20%
NWM
1060
Northwest Wealth Management
Iowa
$15K +$9.99K +86 +246%
WA
1061
WestEnd Advisors
North Carolina
$14.9K
GWMIA
1062
Global Wealth Management Investment Advisory
Florida
$14K +$13.4K +115 New
RPG
1063
Risk Paradigm Group
Texas
$13.6K
ICM
1064
Ionic Capital Management
New York
$13K +$12.2K +105 New
CIA
1065
Cascade Investment Advisors
Oregon
$12.1K +$11.6K +100 New
AF
1066
Arrow Financial
New York
$12K -$1.16K -10 -9%
QI
1067
QS Investors
New York
$12K -$581 -5 -5%
QCIG
1068
Quad-Cities Investment Group
Iowa
$12K
RWA
1069
Ropes Wealth Advisors
Massachusetts
$12K
WAS
1070
WESPAC Advisors SoCal
California
$12K
GT
1071
Glenmede Trust
Pennsylvania
$10.4K +$764K +6,573 +8%
PGWM
1072
Parisi Gray Wealth Management
New Jersey
$10K
FNBOSM
1073
First National Bank of South Miami
Florida
$10K +$9.29K +80 New
CFG
1074
CKW Financial Group
Hawaii
$10K +$9.53K +82 New
AA
1075
AlphaMark Advisors
Kentucky
$9K

GLD Hedge Fund Activity: Q4 2018 in Review

1,086 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q4 2018, worth a combined $12.6B — up 8.3% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new GLD positions and 99 closed out — a net gain of 91 holders — while 289 added to existing stakes and 370 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $550M. The largest seller was Graham Capital Management, exiting entirely with an estimated $1.16B sold.

  • 1,086 institutional investors held SPDR Gold Trust (GLD) as of Q4 2018, up from 1,006 in Q3 2018.
  • Funds reported $12.6B of SPDR Gold Trust stock for Q4 2018, up 8.3% quarter-over-quarter.
  • 190 funds opened new SPDR Gold Trust positions in Q4 2018 and 99 closed out, a net change of +91 holders.
  • The largest SPDR Gold Trust buyer in Q4 2018 was Morgan Stanley, an estimated $550M added.
  • The largest SPDR Gold Trust seller in Q4 2018 was Graham Capital Management, an estimated $1.16B sold.

Based on aggregated 13F filings for Q4 2018.