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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-177- 1.8% |
$29.8K - $32.9K
|
9.68K
$2.41M
|
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-177- 0.42% |
$29.8K - $32.9K
|
42.2K
$10.5M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-178- 1.57% |
$30K - $33.1K
|
11.2K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-178- 2.15% |
$30K - $33.1K
|
8.09K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-185- 9.84% |
$31.1K - $34.4K
|
1.7K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-186- 49.87% |
$31.3K - $34.5K
|
187
$46.5K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-188- 4.88% |
$31.6K - $34.9K
|
3.66K
$910K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-192- 4.85% |
$32.3K - $35.7K
|
3.77K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-192- 1.86% |
$32.3K - $35.7K
|
10.1K
$2.52M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-193- 8.33% |
$32.5K - $35.8K
|
2.12K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-195- 14.06% |
$32.8K - $36.2K
|
1.19K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-196- 4.83% |
$33K - $36.4K
|
3.86K
$961K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-200- 10.44% |
$33.7K - $37.1K
|
1.72K
$426K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-200- 12.66% |
$33.7K - $37.1K
|
1.38K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 24.81% |
$33.7K - $37.1K
|
606
$151K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-205- 5.15% |
$34.5K - $38.1K
|
3.78K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-207- 0.26% |
$34.8K - $38.4K
|
80.9K
$20.1M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-208- 7.01% |
$35K - $38.6K
|
2.76K
$686K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-209- 5.78% |
$35.2K - $38.8K
|
3.41K
$847K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-210- 1.71% |
$35.4K - $39K
|
12.1K
$3M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-211- 26.21% |
$35.5K - $39.2K
|
594
$148K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-213- 2.36% |
$35.9K - $39.6K
|
8.82K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-215- 0.17% |
$36.2K - $39.9K
|
126K
$31.4M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-217- 7.0% |
$36.5K - $40.3K
|
2.88K
$717K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-220- 3.38% |
$37K - $40.9K
|
6.3K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-224- 3.96% |
$37.7K - $41.6K
|
5.43K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-225- 14.33% |
$37.9K - $41.8K
|
1.35K
$334K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-227- 1.53% |
$38.2K - $42.2K
|
14.6K
$3.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233- 15.95% |
$39.2K - $43.3K
|
1.23K
$305K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-234- 2.36% |
$39.4K - $43.5K
|
9.7K
$2.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-240- 8.0% |
$40.4K - $44.6K
|
2.76K
$686K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-244- 13.2% |
$41.1K - $45.3K
|
1.61K
$399K
|
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-250- 0.48% |
$42.1K - $46.4K
|
52.2K
$13M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-250- 6.04% |
$42.1K - $46.4K
|
3.89K
$967K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-250- 3.3% |
$42.1K - $46.4K
|
7.32K
$1.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 3.45% |
$42.1K - $46.4K
|
7K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-250- 4.61% |
$42.1K - $46.4K
|
5.18K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 42.74% |
$42.1K - $46.4K
|
335
$83.3K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-252- 10.59% |
$42.4K - $46.8K
|
2.13K
$529K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-257- 9.9% |
$43.3K - $47.7K
|
2.34K
$582K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-260- 1.04% |
$43.8K - $48.3K
|
24.8K
$6.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-264- 13.1% |
$44.4K - $49K
|
1.75K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-266- 3.84% |
$44.8K - $49.4K
|
6.66K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-267- 7.5% |
$44.9K - $49.6K
|
3.29K
$818K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-278- 1.66% |
$46.8K - $51.6K
|
16.4K
$4.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-279- 12.52% |
$47K - $51.8K
|
1.95K
$485K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-280- 5.71% |
$47.1K - $52K
|
4.63K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-280- 2.81% |
$47.1K - $52K
|
9.67K
$2.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-283- 4.04% |
$47.6K - $52.6K
|
6.72K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-283- 1.23% |
$47.6K - $52.6K
|
22.7K
$5.64M
|