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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
FPFS
1976
First Personal Financial Services
North Carolina
$24.9K +$23.8K +130 New
SWA
1977
SOA Wealth Advisors
New York
$24.1K
DWA
1978
Dougherty Wealth Advisers
Minnesota
$23.9K
LFA
1979
LGT Financial Advisors
Texas
$23.1K -$26.4K -144 -54%
CA
1980
Centerpoint Advisors
Massachusetts
$23K
FPB
1981
First PREMIER Bank
South Dakota
$23K
FCG
1982
Financial Connections Group
California
$22K
FSWA
1983
Financial Synergies Wealth Advisors
Texas
$21.4K +$1.47K +8 +7%
PWMG
1984
Prestige Wealth Management Group
New Jersey
$20.6K -$4.4K -24 -18%
CAM
1985
Costello Asset Management
Pennsylvania
$19.1K -$5.13K -28 -22%
ANBT
1986
American National Bank & Trust
Texas
$19.1K
MAWCM
1987
Mine & Arao Wealth Creation & Management
California
$19.1K
PCM
1988
Perritt Capital Management
Illinois
$19.1K
MSWM
1989
McGlone Suttner Wealth Management
Wisconsin
$19.1K +$18.3K +100 New
IRC
1990
Investors Research Corp
Georgia
$18.9K
LOIP
1991
Live Oak Investment Partners
Texas
$18.7K
4FG
1992
4Thought Financial Group
New York
$18K -$367 -2 -2%
VWWMG
1993
Vermillion & White Wealth Management Group
Pennsylvania
$17.8K +$17K +93 New
CB
1994
CNB Bank
Pennsylvania
$17.4K
SWM
1995
Sugarloaf Wealth Management
Georgia
$17.2K -$27.5K -150 -63%
CTB
1996
Country Trust Bank
Illinois
$16.8K
SHIM
1997
Stone House Investment Management
Pennsylvania
$15.7K
EPW
1998
Evergreen Private Wealth
Colorado
$15.7K +$15K +82 New
LFA
1999
Livelsberger Financial Advisory
Ohio
$15.3K +$14.7K +80 New
MWA
2000
Moser Wealth Advisors
Washington
$15.1K

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.