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 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-287- 15.81% |
$48.3K - $53.3K
|
1.53K
$380K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-288- 20.78% |
$48.5K - $53.5K
|
1.1K
$273K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-289- 5.22% |
$48.7K - $53.7K
|
5.25K
$1.3M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-291- 9.39% |
$49K - $54.1K
|
2.81K
$698K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-293- 11.03% |
$49.3K - $54.4K
|
2.36K
$587K
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-295- 2.97% |
$49.7K - $54.8K
|
9.63K
$2.39M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-296- 4.94% |
$49.8K - $55K
|
5.7K
$1.42M
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-298- 0.25% |
$50.2K - $55.4K
|
119K
$29.5M
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-299- 7.99% |
$50.3K - $55.5K
|
3.44K
$856K
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-300- 9.55% |
$50.5K - $55.7K
|
2.84K
$706K
|
|
May 12, 2023
Q1 2023
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-300- 9.98% |
$50.5K - $55.7K
|
2.71K
$672K
|
|
May 10, 2023
Q1 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-303- 0.88% |
$51K - $56.3K
|
34.1K
$8.49M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-312- 17.66% |
$52.5K - $58K
|
1.46K
$362K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-313- 5.18% |
$52.7K - $58.1K
|
5.73K
$1.42M
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-313- 10.79% |
$52.7K - $58.1K
|
2.59K
$644K
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-316- 6.81% |
$53.2K - $58.7K
|
4.32K
$1.07M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-318- 11.26% |
$53.5K - $59.1K
|
2.51K
$623K
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-322- 4.63% |
$54.2K - $59.8K
|
6.64K
$1.65M
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-324- 7.5% |
$54.5K - $60.2K
|
4K
$994K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-325- 3.33% |
$54.7K - $60.4K
|
9.44K
$2.35M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-327- 17.49% |
$55.1K - $60.7K
|
1.54K
$384K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-329- 9.98% |
$55.4K - $61.1K
|
2.97K
$738K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-329- 16.56% |
$55.4K - $61.1K
|
1.66K
$412K
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-329- 2.29% |
$55.4K - $61.1K
|
14K
$3.48M
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-330- 11.54% |
$55.6K - $61.3K
|
2.53K
$629K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-330- 1.36% |
$55.6K - $61.3K
|
24K
$5.96M
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-330- 1.8% |
$55.6K - $61.3K
|
18K
$4.48M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-335- 10.34% |
$56.4K - $62.2K
|
2.9K
$722K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-344- 15.79% |
$57.9K - $63.9K
|
1.84K
$456K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-345- 6.96% |
$58.1K - $64.1K
|
4.61K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-347- 12.03% |
$58.4K - $64.5K
|
2.54K
$631K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-349- 1.88% |
$58.8K - $64.8K
|
18.2K
$4.52M
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-349- 1.37% |
$58.8K - $64.8K
|
25.2K
$6.26M
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-350- 6.13% |
$58.9K - $65K
|
5.36K
$1.33M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-350- 21.06% |
$58.9K - $65K
|
1.31K
$326K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-355- 64.55% |
$59.8K - $65.9K
|
195
$48.5K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-356- 0.52% |
$59.9K - $66.1K
|
68.5K
$17M
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-365- 7.98% |
$61.4K - $67.8K
|
4.21K
$1.05M
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-365- 1.36% |
$61.4K - $67.8K
|
26.4K
$6.56M
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-367- 0.4% |
$61.8K - $68.2K
|
91.4K
$22.7M
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-368- 7.33% |
$62K - $68.4K
|
4.65K
$1.16M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-373- 3.58% |
$62.8K - $69.3K
|
10.1K
$2.5M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-375- 14.68% |
$63.1K - $69.7K
|
2.18K
$542K
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-381- 2.47% |
$64.1K - $70.8K
|
15.1K
$3.74M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-382- 13.34% |
$64.3K - $71K
|
2.48K
$617K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-390- 4.5% |
$65.7K - $72.4K
|
8.27K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-392- 9.21% |
$66K - $72.8K
|
3.86K
$960K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-393- 6.83% |
$66.2K - $73K
|
5.36K
$1.33M
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-394- 3.11% |
$66.3K - $73.2K
|
12.3K
$3.05M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-398- 2.19% |
$67K - $73.9K
|
17.8K
$4.42M
|