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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
FMB
2001
Field & Main Bank
Kentucky
$14.3K
MCA
2002
Maryland Capital Advisors
Maryland
$13.4K
WIA
2003
Wetzel Investment Advisors
Indiana
$13K +$12.8K +70 New
JWM
2004
Janiczek Wealth Management
Colorado
$12K +$11K +60 +2,000%
CWM
2005
CarsonAllaria Wealth Management
Illinois
$11.9K
CWAF
2006
Core Wealth Advisors (Florida)
Florida
$11.9K
SFA
2007
Semmax Financial Advisors
North Carolina
$11.1K -$1.47K -8 -12%
AWM
2008
Able Wealth Management
New Jersey
$10.7K +$10.3K +56 New
CAM
2009
Clarity Asset Management
Iowa
$10.6K +$10.1K +55 New
BCM
2010
Bourgeon Capital Management
Connecticut
$9.56K
CSWM
2011
Cassady Schiller Wealth Management
Ohio
$8.6K
PK
2012
Pflug Koory
Nebraska
$8.6K
RA
2013
Rise Advisors
New York
$8.6K
TIM
2014
Thompson Investment Management
Wisconsin
$8.41K
EA
2015
Evolution Advisers
Virginia
$8K +$7.33K +40 New
CFO
2016
CVA Family Office
Colorado
$6.69K +$6.42K +35 New
DCM
2017
Davis Capital Management
Florida
$6.5K +$6.23K +34 New
RFG
2018
REAP Financial Group
Texas
$6.5K +$6.23K +34 New
MIA
2019
Milestone Investment Advisors
Wisconsin
$6.12K
MSFP
2020
Mark Sheptoff Financial Planning
Connecticut
$6.01K -$2.02K -11 -26%
LWA
2021
Lowe Wealth Advisors
Maryland
$5.74K
SWM
2022
Sanctuary Wealth Management
Idaho
$5.74K
HWM
2023
Horizons Wealth Management
North Carolina
$4.01K
HFS
2024
HBC Financial Services
Washington
$4K
KWAG
2025
Kiely Wealth Advisory Group
North Carolina
$3.92K +$3.85K +21 New

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.