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SPDR Gold Trust

930 hedge funds and large institutions have $14B invested in SPDR Gold Trust in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 330 increasing their positions, 281 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $13.7B | Put options by funds: $5.49B

28% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 61

17% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 281

12% more capital invested

Capital invested by funds: $12.5B → $14B (+$1.52B)

3.3% more ownership

Funds ownership: 36.03%39.33% (+3.3%)

1% more funds holding in top 10

Funds holding in top 10: 7172 (+1)

1% more funds holding

Funds holding: 920930 (+10)

Holders
930
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
23.19%
Holding in Top 10
72
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.41%
% of All Funds
1.8%
New
78
Increased
330
Reduced
281
Closed
61
Calls
$13.7B
Puts
$5.49B
Net Calls
+$8.25B
Net Calls Change
-$2.04B
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$5.9M +$671K +5,515 +13%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$5.87M +$5.11M +41,981 +920%
HC
178
Hawkins Capital
Texas
$5.85M -$2.49M -20,500 -30%
BWP
179
Baldwin Wealth Partners
Massachusetts
$5.75M -$109K -895 -2%
MA
180
Menlo Advisors
California
$5.69M -$121K -995 -2%
BOTW
181
Bank of the West
California
$5.66M +$756K +6,219 +15%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$5.65M +$655K +5,388 +13%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$5.65M +$3.33M +27,421 +144%
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$5.59M -$900K -7,397 -14%
PVH
185
Psagot Value Holdings
Israel
$5.58M +$18.2K +150 +0.3%
ACM
186
Avalon Capital Management
California
$5.46M +$1.24M +10,219 +29%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$5.4M -$86.1K -708 -2%
FAAS
188
First Allied Advisory Services
California
$5.27M +$2.57M +21,100 +95%
CCM
189
Covington Capital Management
California
$5.26M +$146K +1,198 +3%
CTC
190
Central Trust Company
Missouri
$5.2M -$197K -1,624 -4%
GWM
191
Geneos Wealth Management
Colorado
$5.06M +$64.6K +531 +1%
WAM
192
Wolverine Asset Management
Illinois
$5.05M -$1.01M -8,314 -17%
RFS
193
Rockefeller Financial Services
New York
$4.97M +$552K +4,538 +12%
JT
194
Jump Trading
Illinois
$4.89M +$4.89M +40,205 New
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$4.86M -$18.1M -149,000 -79%
USAA
196
United Services Automobile Association
Texas
$4.86M
SMFG
197
Sumitomo Mitsui Financial Group
Japan
$4.81M -$966K -7,941 -17%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$4.74M +$2.85M +23,428 +151%
FPS
199
Fieldpoint Private Securities
Connecticut
$4.74M +$800K +6,579 +20%
WCM
200
Windward Capital Management
California
$4.71M -$16.9K -139 -0.4%

GLD Hedge Fund Activity: Q3 2017 in Review

930 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SPDR Gold Trust (GLD) for Q3 2017, worth a combined $14B — up 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GLD positions and 61 closed out — a net gain of 17 holders — while 330 added to existing stakes and 281 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Orbis World, exiting entirely with an estimated $140M sold.

  • 930 institutional investors held SPDR Gold Trust (GLD) as of Q3 2017, up from 920 in Q2 2017.
  • Funds reported $14B of SPDR Gold Trust stock for Q3 2017, up 12% quarter-over-quarter.
  • 78 funds opened new SPDR Gold Trust positions in Q3 2017 and 61 closed out, a net change of +17 holders.
  • The largest SPDR Gold Trust buyer in Q3 2017 was Morgan Stanley, an estimated $411M added.
  • The largest SPDR Gold Trust seller in Q3 2017 was Orbis World, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2017.