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 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-547- 10.38% |
$101K - $113K
|
4.72K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-549- 0.75% |
$101K - $113K
|
73.1K
$21M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-550- 6.84% |
$101K - $113K
|
7.5K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-551- 14.43% |
$102K - $113K
|
3.27K
$941K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-553- 14.45% |
$102K - $114K
|
3.28K
$944K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-555- 23.99% |
$102K - $114K
|
1.76K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-555- 6.25% |
$102K - $114K
|
8.32K
$2.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-565- 2.46% |
$104K - $116K
|
22.4K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-572- 10.33% |
$105K - $118K
|
4.96K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-577- 0.66% |
$106K - $119K
|
87.3K
$25.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-595- 5.25% |
$110K - $122K
|
10.7K
$3.09M
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-598- 0.77% |
$110K - $123K
|
76.9K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-600- 1.72% |
$111K - $123K
|
34.2K
$9.87M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-600- 11.49% |
$111K - $123K
|
4.62K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-602- 10.5% |
$111K - $124K
|
5.13K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-618- 5.58% |
$114K - $127K
|
10.5K
$3.01M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-620- 7.94% |
$114K - $128K
|
7.19K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-637- 18.23% |
$117K - $131K
|
2.86K
$824K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-648- 2.19% |
$120K - $133K
|
28.9K
$8.33M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-658- 1.62% |
$121K - $135K
|
40K
$11.5M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-659- 3.48% |
$122K - $136K
|
18.3K
$5.26M
|
|
|
May 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-665- 32.13% |
$123K - $137K
|
1.41K
$405K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-666- 14.83% |
$123K - $137K
|
3.83K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-669- 1.79% |
$123K - $138K
|
36.6K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-670- 7.85% |
$124K - $138K
|
7.87K
$2.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-676- 17.26% |
$125K - $139K
|
3.24K
$934K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-680- 9.02% |
$125K - $140K
|
6.86K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-682- 0.63% |
$126K - $140K
|
107K
$30.8M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-683- 1.36% |
$126K - $141K
|
49.4K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-699- 11.3% |
$129K - $144K
|
5.49K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-712- 9.02% |
$131K - $146K
|
7.18K
$2.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-715- 32.65% |
$132K - $147K
|
1.48K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-720- 4.74% |
$133K - $148K
|
14.5K
$4.17M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-720- 1.18% |
$133K - $148K
|
60.1K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-735- 21.1% |
$136K - $151K
|
2.75K
$792K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-744- 16.33% |
$137K - $153K
|
3.81K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-748- 21.49% |
$138K - $154K
|
2.73K
$787K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-748- 10.36% |
$138K - $154K
|
6.47K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-749- 31.09% |
$138K - $154K
|
1.66K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-757- 10.99% |
$140K - $156K
|
6.13K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-764- 6.83% |
$141K - $157K
|
10.4K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-766- 32.81% |
$141K - $158K
|
1.57K
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-768- 20.31% |
$142K - $158K
|
3.01K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-770- 11.03% |
$142K - $158K
|
6.21K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-775- 11.09% |
$143K - $159K
|
6.22K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-776- 22.77% |
$143K - $160K
|
2.63K
$758K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-778- 3.38% |
$143K - $160K
|
22.2K
$6.4M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-778- 71.77% |
$143K - $160K
|
306
$88.2K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-792- 25.05% |
$146K - $163K
|
2.37K
$683K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-795- 38.04% |
$147K - $164K
|
1.3K
$373K
|