Purchases and Sales Made in Q1 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-110- 0.39% |
$18.5K - $20.4K
|
27.9K
$6.9M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-111- 3.6% |
$18.7K - $20.6K
|
2.97K
$735K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-114- 2.74% |
$19.2K - $21.2K
|
4.04K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-114- 8.28% |
$19.2K - $21.2K
|
1.26K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-114- 3.77% |
$19.2K - $21.2K
|
2.91K
$720K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-114- 2.74% |
$19.2K - $21.2K
|
4.04K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-115- 1.18% |
$19.4K - $21.4K
|
9.66K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 27.64% |
$19.4K - $21.4K
|
301
$74.4K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-116- 42.8% |
$19.5K - $21.5K
|
155
$38.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-116- 2.09% |
$19.5K - $21.5K
|
5.45K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-117- 6.5% |
$19.7K - $21.7K
|
1.68K
$416K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-120- 1.53% |
$20.2K - $22.3K
|
7.72K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-120- 7.49% |
$20.2K - $22.3K
|
1.48K
$367K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-121- 5.38% |
$20.4K - $22.5K
|
2.13K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-121- 1.06% |
$20.4K - $22.5K
|
11.3K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-122- 4.83% |
$20.5K - $22.7K
|
2.41K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-124- 3.02% |
$20.9K - $23K
|
3.99K
$986K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-126- 2.28% |
$21.2K - $23.4K
|
5.4K
$1.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-128- 5.44% |
$21.5K - $23.8K
|
2.22K
$550K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-129- 0.66% |
$21.7K - $24K
|
19.4K
$4.8M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-130- 1.09% |
$21.9K - $24.1K
|
11.8K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-130- 5.1% |
$21.9K - $24.1K
|
2.42K
$598K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-132- 5.53% |
$22.2K - $24.5K
|
2.25K
$557K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-132- 40.99% |
$22.2K - $24.5K
|
190
$47K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-132- 2.98% |
$22.2K - $24.5K
|
4.3K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-133- 3.11% |
$22.4K - $24.7K
|
4.14K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-134- 6.01% |
$22.6K - $24.9K
|
2.1K
$519K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-135- 5.8% |
$22.7K - $25.1K
|
2.19K
$542K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-138- 2.78% |
$23.2K - $25.6K
|
4.83K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-138- 5.7% |
$23.2K - $25.6K
|
2.28K
$564K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-140- 8.93% |
$23.6K - $26K
|
1.43K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-145- 0.6% |
$24.4K - $26.9K
|
24.1K
$5.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-146- 7.16% |
$24.6K - $27.1K
|
1.89K
$468K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-146- 7.6% |
$24.6K - $27.1K
|
1.78K
$439K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-149- 1.5% |
$25.1K - $27.7K
|
9.76K
$2.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-150- 6.18% |
$25.3K - $27.9K
|
2.28K
$563K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-152- 8.23% |
$25.6K - $28.2K
|
1.69K
$419K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-153- 21.4% |
$25.8K - $28.4K
|
562
$139K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-157- 7.26% |
$26.4K - $29.2K
|
2.01K
$496K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-160- 7.68% |
$26.9K - $29.7K
|
1.92K
$476K
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-160- 9.09% |
$26.9K - $29.7K
|
1.6K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-162- 0.98% |
$27.3K - $30.1K
|
16.4K
$4.05M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-162- 21.12% |
$27.3K - $30.1K
|
605
$150K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-162- 5.38% |
$27.3K - $30.1K
|
2.85K
$705K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-167- 1.03% |
$28.1K - $31K
|
16.1K
$3.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-168- 8.57% |
$28.3K - $31.2K
|
1.79K
$443K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-170- 1.87% |
$28.6K - $31.6K
|
8.9K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-172- 0.49% |
$29K - $31.9K
|
34.6K
$8.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-175- 1.17% |
$29.5K - $32.5K
|
14.8K
$3.65M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-175- 7.26% |
$29.5K - $32.5K
|
2.24K
$553K
|