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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.51K- 7.9% |
$279K - $311K
|
17.6K
$4.27M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.54K- 11.25% |
$285K - $318K
|
12.2K
$2.95M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.56K- 8.16% |
$287K - $320K
|
17.5K
$4.24M
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.56K- 2.55% |
$287K - $321K
|
59.4K
$14.4M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.56K- 84.88% |
$288K - $321K
|
278
$67.3K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.58K- 97.52% |
$290K - $324K
|
40
$9.69K
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.6K- 0.87% |
$295K - $329K
|
182K
$44.1M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.61K- 11.16% |
$297K - $331K
|
12.8K
$3.1M
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.65K- 16.39% |
$304K - $339K
|
8.42K
$2.04M
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.66K- 4.87% |
$307K - $342K
|
32.4K
$7.86M
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.72K- 18.81% |
$317K - $354K
|
7.43K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.74K- 48.57% |
$320K - $357K
|
1.84K
$445K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.75K- 23.97% |
$323K - $360K
|
5.55K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1.75K- 11.48% |
$323K - $360K
|
13.5K
$3.27M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.76K- 50.0% |
$324K - $361K
|
1.76K
$425K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.79K- 10.95% |
$330K - $368K
|
14.5K
$3.52M
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.8K- 2.31% |
$331K - $369K
|
75.9K
$18.4M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 7.18% |
$332K - $371K
|
23.3K
$5.64M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.81K- 4.36% |
$333K - $371K
|
39.6K
$9.6M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.81K- 21.96% |
$335K - $373K
|
6.45K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.82K- 34.38% |
$336K - $375K
|
3.48K
$842K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.82K- 28.7% |
$336K - $375K
|
4.53K
$1.1M
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.84K- 64.13% |
$339K - $378K
|
1.03K
$249K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.86K- 2.28% |
$343K - $383K
|
79.8K
$19.3M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.92K- 37.56% |
$353K - $394K
|
3.18K
$771K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.94K- 6.88% |
$357K - $398K
|
26.2K
$6.34M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.97K- 51.61% |
$363K - $405K
|
1.85K
$447K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.01K- 8.76% |
$370K - $413K
|
20.9K
$5.06M
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 1.04% |
$371K - $414K
|
192K
$46.6M
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.02K- 10.19% |
$373K - $416K
|
17.8K
$4.32M
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.04K- 7.53% |
$376K - $419K
|
25K
$6.06M
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.05K- 18.23% |
$378K - $422K
|
9.19K
$2.23M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.07K- 6.94% |
$382K - $426K
|
27.8K
$6.72M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 17.58% |
$387K - $432K
|
9.84K
$2.38M
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 15.06% |
$387K - $432K
|
11.8K
$2.87M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.19K- 1.92% |
$404K - $450K
|
112K
$27M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.21K- 37.35% |
$407K - $454K
|
3.71K
$897K
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 5.35% |
$408K - $455K
|
39.1K
$9.47M
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.23K- 2.28% |
$411K - $459K
|
95.7K
$23.2M
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.23K- 3.86% |
$412K - $459K
|
55.6K
$13.5M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.27K- 2.58% |
$418K - $467K
|
85.8K
$20.8M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.3K- 45.35% |
$424K - $473K
|
2.77K
$671K
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.3K- 31.08% |
$424K - $473K
|
5.1K
$1.24M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.31K- 70.16% |
$425K - $474K
|
981
$238K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.34K- 9.35% |
$432K - $482K
|
22.7K
$5.5M
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.37K- 55.12% |
$437K - $487K
|
1.93K
$467K
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.41K- 4.15% |
$445K - $497K
|
55.7K
$13.5M
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-2.42K- 4.66% |
$446K - $498K
|
49.5K
$12M
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-2.42K- 36.43% |
$447K - $498K
|
4.23K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.43K- 15.77% |
$449K - $501K
|
13K
$3.15M
|