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 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 14.66% |
$644K - $719K
|
20.3K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.52K- 11.73% |
$650K - $725K
|
26.5K
$7.53M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.59K- 10.57% |
$663K - $739K
|
30.4K
$8.63M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.6K- 51.66% |
$663K - $740K
|
3.36K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-3.69K- 17.33% |
$680K - $758K
|
17.6K
$5M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 13.19% |
$682K - $761K
|
24.4K
$6.92M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.72K- 3.34% |
$687K - $766K
|
108K
$30.6M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.74K- 15.38% |
$689K - $769K
|
20.6K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.76K- 15.71% |
$693K - $773K
|
20.2K
$5.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-3.79K- 1.51% |
$700K - $781K
|
248K
$70.5M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.8K- 9.98% |
$701K - $782K
|
34.3K
$9.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4K- 10.43% |
$738K - $823K
|
34.4K
$9.76M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4K- 14.45% |
$738K - $823K
|
23.7K
$6.73M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-4.01K- 4.92% |
$740K - $826K
|
77.6K
$22M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-4.05K- 2.53% |
$746K - $832K
|
156K
$44.3M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.17K- 86.25% |
$769K - $858K
|
665
$189K
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4.2K- 22.58% |
$775K - $864K
|
14.4K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.22K- 6.48% |
$778K - $868K
|
60.9K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.32K- 73.81% |
$797K - $889K
|
1.53K
$435K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.37K- 17.19% |
$806K - $899K
|
21K
$5.98M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.48K- 22.21% |
$827K - $922K
|
15.7K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.53K- 14.81% |
$835K - $932K
|
26.1K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.69K- 5.09% |
$865K - $965K
|
87.5K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.72K- 1.94% |
$870K - $970K
|
238K
$67.7M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.75K- 32.31% |
$875K - $976K
|
9.94K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-4.78K- 8.93% |
$882K - $984K
|
48.8K
$13.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.13K- 50.29% |
$946K - $1.06M
|
5.07K
$1.44M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.21K- 6.36% |
$960K - $1.07M
|
76.7K
$21.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.22K- 59.74% |
$962K - $1.07M
|
3.51K
$998K
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-5.25K- 4.78% |
$967K - $1.08M
|
105K
$29.7M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.41K- 57.14% |
$998K - $1.11M
|
4.06K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.42K- 64.63% |
$999K - $1.11M
|
2.96K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 4.57% |
$1M - $1.12M
|
114K
$32.3M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.69K- 60.67% |
$1.05M - $1.17M
|
3.69K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.77K- 7.3% |
$1.06M - $1.19M
|
73.2K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.87K- 7.75% |
$1.08M - $1.21M
|
69.8K
$19.8M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-5.88K- 6.05% |
$1.08M - $1.21M
|
91.3K
$25.9M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.89K- 43.01% |
$1.09M - $1.21M
|
7.8K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.95K- 12.9% |
$1.1M - $1.22M
|
40.2K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.95K- 74.31% |
$1.1M - $1.22M
|
2.06K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5.96K- 35.68% |
$1.1M - $1.23M
|
10.8K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.12K- 2.64% |
$1.13M - $1.26M
|
226K
$64.1M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6.15K- 8.93% |
$1.13M - $1.27M
|
62.8K
$17.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.16K- 14.08% |
$1.14M - $1.27M
|
37.6K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.34K- 5.84% |
$1.17M - $1.3M
|
102K
$29M
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
SELL
|
- |
-6.36K- 11.87% |
$1.17M - $1.31M
|
47.2K
$13.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-6.38K- 9.49% |
$1.18M - $1.31M
|
60.8K
$17.3M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.4K- 12.64% |
$1.18M - $1.32M
|
44.3K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.45K- 6.1% |
$1.19M - $1.33M
|
99.4K
$28.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.47K- 3.07% |
$1.19M - $1.33M
|
204K
$58.1M
|