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SPDR Gold Trust

2,025 hedge funds and large institutions have $25B invested in SPDR Gold Trust in 2023 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 586 increasing their positions, 761 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 80

88% more call options, than puts

Call options by funds: $28.8B | Put options by funds: $15.3B

26% more capital invested

Capital invested by funds: $19.8B → $25B (+$5.16B)

10% more funds holding

Funds holding: 1,8492,025 (+176)

5% more funds holding in top 10

Funds holding in top 10: 163171 (+8)

4.52% more ownership

Funds ownership: 38.18%42.7% (+4.5%)

23% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 761

Holders
2,025
Holders Change
+176
Holders Change %
+9.52%
% of All Funds
29.52%
Holding in Top 10
171
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.91%
% of All Funds
2.49%
New
284
Increased
586
Reduced
761
Closed
80
Calls
$28.8B
Puts
$15.3B
Net Calls
+$13.5B
Net Calls Change
-$2.11B
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
1601
Lesa Sroufe & Co
Washington
$306K
CCC
1602
Chelsea Counsel Company
California
$306K
CC
1603
Chicago Capital
Illinois
$305K
GEA
1604
Glen Eagle Advisors
New Jersey
$302K -$29.5K -161 -9%
GAA
1605
Guardian Asset Advisors
Pennsylvania
$302K +$289K +1,579 New
ZIC
1606
ZWJ Investment Counsel
Georgia
$300K -$16.5K -90 -5%
NEWAS
1607
N.E.W. Advisory Services
Wisconsin
$300K -$364K -1,985 -56%
FMWA
1608
Forvis Mazars Wealth Advisors
Missouri
$300K -$79.9K -436 -22%
PAG
1609
Paladin Advisory Group
Iowa
$299K
GT
1610
Greenleaf Trust
Michigan
$299K -$102K -557 -26%
CA
1611
Crane Advisory
California
$299K -$44.4K -242 -13%
TCPG
1612
Trivant Custom Portfolio Group
California
$298K
RWM
1613
Rockwood Wealth Management
Pennsylvania
$298K +$286K +1,560 New
CG
1614
CFO4Life Group
Texas
$298K -$51.5K -281 -15%
OFP
1615
OLIO Financial Planning
Virginia
$297K -$5.32K -29 -2%
BIM
1616
Baldwin Investment Management
Pennsylvania
$296K +$9.16K +50 +3%
NCM
1617
Northside Capital Management
Oregon
$296K -$141K -770 -33%
AC
1618
AIFG Consultants
New York
$295K
MCWS
1619
McKinley Carter Wealth Services
West Virginia
$294K +$11.9K +65 +4%
RAG
1620
RIA Advisory Group
Iowa
$294K +$143K +781 New
CPW
1621
Crestmont Private Wealth
Texas
$291K
MCM
1622
Mengis Capital Management
Oregon
$291K +$18.3K +100 +7%
PWP
1623
Perfromance Wealth Partners
Illinois
$290K
MM
1624
Main Management
California
$290K
OMC
1625
Overbrook Management Corp
New York
$290K

GLD Hedge Fund Activity: Q4 2023 in Review

2,025 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q4 2023, worth a combined $25B — up 26% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new GLD positions and 80 closed out — a net gain of 204 holders — while 586 added to existing stakes and 761 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.09B. The largest seller was Citadel Advisors, cutting an estimated $225M.

  • 2,025 institutional investors held SPDR Gold Trust (GLD) as of Q4 2023, up from 1,849 in Q3 2023.
  • Funds reported $25B of SPDR Gold Trust stock for Q4 2023, up 26% quarter-over-quarter.
  • 284 funds opened new SPDR Gold Trust positions in Q4 2023 and 80 closed out, a net change of +204 holders.
  • The largest SPDR Gold Trust buyer in Q4 2023 was Morgan Stanley, an estimated $2.09B added.
  • The largest SPDR Gold Trust seller in Q4 2023 was Citadel Advisors, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2023.