Purchases and Sales Made in Q1 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q1 2024. 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 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-105- 0.75% |
$19.4K - $21.6K
|
13.8K
$3.35M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-106- 7.78% |
$19.5K - $21.8K
|
1.26K
$304K
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-108- 6.72% |
$19.9K - $22.2K
|
1.5K
$363K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-109- 5.0% |
$20.1K - $22.4K
|
2.07K
$502K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-111- 1.92% |
$20.5K - $22.8K
|
5.68K
$1.38M
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-112- 3.38% |
$20.7K - $23K
|
3.2K
$776K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-112- 3.61% |
$20.7K - $23K
|
2.99K
$723K
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-114- 7.14% |
$21K - $23.5K
|
1.48K
$359K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-114- 69.94% |
$21K - $23.5K
|
49
$11.9K
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-115- 2.17% |
$21.2K - $23.7K
|
5.18K
$1.25M
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-115- 10.31% |
$21.2K - $23.7K
|
1K
$242K
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-115- 0.19% |
$21.2K - $23.7K
|
59.8K
$14.5M
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-115- 0.91% |
$21.2K - $23.7K
|
12.5K
$3.02M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-116- 5.75% |
$21.4K - $23.9K
|
1.9K
$461K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-116- 7.35% |
$21.4K - $23.9K
|
1.46K
$354K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-117- 0.21% |
$21.6K - $24.1K
|
56.9K
$13.8M
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-118- 0.57% |
$21.8K - $24.3K
|
20.6K
$5M
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-120- 2.69% |
$22.1K - $24.7K
|
4.34K
$1.05M
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-120- 8.29% |
$22.1K - $24.7K
|
1.33K
$321K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-122- 9.78% |
$22.5K - $25.1K
|
1.13K
$272K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-122- 4.33% |
$22.5K - $25.1K
|
2.7K
$653K
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-125- 4.11% |
$23.1K - $25.7K
|
2.92K
$706K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-125- 27.9% |
$23.1K - $25.7K
|
323
$78.2K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-125- 1.01% |
$23.1K - $25.7K
|
12.3K
$2.98M
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-126- 0.27% |
$23.2K - $25.9K
|
45.7K
$11.1M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 1.75% |
$23.2K - $25.9K
|
7.06K
$1.71M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-127- 0.1% |
$23.4K - $26.1K
|
126K
$30.6M
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-128- 5.15% |
$23.6K - $26.3K
|
2.36K
$571K
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-133- 2.52% |
$24.5K - $27.4K
|
5.15K
$1.25M
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-133- 6.36% |
$24.5K - $27.4K
|
1.96K
$474K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-136- 2.99% |
$25.1K - $28K
|
4.41K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-136- 10.33% |
$25.1K - $28K
|
1.18K
$286K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-137- 0.9% |
$25.3K - $28.2K
|
15K
$3.64M
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-139- 2.09% |
$25.6K - $28.6K
|
6.51K
$1.58M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-141- 4.7% |
$26K - $29K
|
2.86K
$692K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-141- 1.99% |
$26K - $29K
|
6.94K
$1.68M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-145- 12.52% |
$26.7K - $29.8K
|
1.01K
$245K
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-145- 6.46% |
$26.7K - $29.8K
|
2.1K
$509K
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-148- 2.49% |
$27.3K - $30.4K
|
5.8K
$1.4M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-148- 0.69% |
$27.3K - $30.4K
|
21.3K
$5.16M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-148- 6.74% |
$27.3K - $30.4K
|
2.05K
$496K
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.47% |
$27.7K - $30.9K
|
5.93K
$1.44M
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-150- 4.87% |
$27.7K - $30.9K
|
2.93K
$710K
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-150- 4.76% |
$27.7K - $30.9K
|
3K
$727K
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-150- 3.09% |
$27.7K - $30.9K
|
4.7K
$1.14M
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-150- 13.04% |
$27.7K - $30.9K
|
1K
$242K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-150- 6.63% |
$27.7K - $30.9K
|
2.11K
$512K
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-151- 0.28% |
$27.8K - $31.1K
|
53.8K
$13M
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-152- 2.47% |
$28K - $31.3K
|
6K
$1.45M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-153- 18.59% |
$28.2K - $31.5K
|
670
$162K
|