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 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-578- 85.25% |
$97.3K - $107K
|
100
$24.9K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-579- 2.48% |
$97.5K - $108K
|
22.8K
$5.66M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-584- 6.26% |
$98.3K - $108K
|
8.75K
$2.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-593- 9.46% |
$99.8K - $110K
|
5.67K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-593- 1.07% |
$99.8K - $110K
|
54.7K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-599- 5.33% |
$101K - $111K
|
10.6K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-636- 4.7% |
$107K - $118K
|
12.9K
$3.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-643- 9.35% |
$108K - $119K
|
6.23K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-649- 6.11% |
$109K - $121K
|
9.97K
$2.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-659- 4.49% |
$111K - $122K
|
14K
$3.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-676- 1.37% |
$114K - $126K
|
48.6K
$12.1M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-677- 5.07% |
$114K - $126K
|
12.7K
$3.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-683- 5.03% |
$115K - $127K
|
12.9K
$3.2M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-696- 0.23% |
$117K - $129K
|
303K
$75.2M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-699- 30.51% |
$118K - $130K
|
1.59K
$396K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-700- 27.45% |
$118K - $130K
|
1.85K
$460K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-705- 2.64% |
$119K - $131K
|
26K
$6.46M
|
|
|
May 02, 2023
Q1 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-706- 1.3% |
$119K - $131K
|
53.8K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-712- 1.43% |
$120K - $132K
|
49.1K
$12.2M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-726- 14.22% |
$122K - $135K
|
4.38K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-727- 0.45% |
$122K - $135K
|
161K
$40M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-763- 4.1% |
$128K - $142K
|
17.9K
$4.44M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-766- 11.53% |
$129K - $142K
|
5.88K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-767- 10.11% |
$129K - $142K
|
6.82K
$1.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-769- 3.18% |
$129K - $143K
|
23.4K
$5.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-774- 5.97% |
$130K - $144K
|
12.2K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-775- 10.88% |
$130K - $144K
|
6.35K
$1.58M
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-783- 0.94% |
$132K - $145K
|
82.6K
$20.5M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-797- 4.39% |
$134K - $148K
|
17.4K
$4.32M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-800- 7.3% |
$135K - $149K
|
10.2K
$2.52M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-802- 1.56% |
$135K - $149K
|
50.7K
$12.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-806- 4.59% |
$136K - $150K
|
16.8K
$4.17M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-814- 3.54% |
$137K - $151K
|
22.2K
$5.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-827- 19.98% |
$139K - $154K
|
3.31K
$824K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-851- 1.35% |
$143K - $158K
|
62K
$15.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-857- 1.86% |
$144K - $159K
|
45.2K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-858- 3.18% |
$144K - $159K
|
26.1K
$6.49M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-858- 2.45% |
$144K - $159K
|
34.2K
$8.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-861- 4.33% |
$145K - $160K
|
19K
$4.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-879- 41.44% |
$148K - $163K
|
1.24K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-890- 43.67% |
$150K - $165K
|
1.15K
$285K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-892- 7.97% |
$150K - $166K
|
10.3K
$2.56M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-900- 7.29% |
$152K - $167K
|
11.5K
$2.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-905- 19.3% |
$152K - $168K
|
3.78K
$941K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-917- 3.28% |
$154K - $170K
|
27.1K
$6.73M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-940- 9.06% |
$158K - $175K
|
9.44K
$2.35M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-950- 1.38% |
$160K - $176K
|
67.9K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-950- 40.67% |
$160K - $176K
|
1.39K
$345K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-956- 16.7% |
$161K - $178K
|
4.77K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-962- 13.19% |
$162K - $179K
|
6.33K
$1.57M
|