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 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$248K
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$248K
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$248K
|
|
May 08, 2024
Q1 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$248K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1K+ 5.47% |
$184K - $206K
|
19.3K
$4.78M
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$248K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$248K
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
998New |
$184K - $205K
|
998
$247K
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
996+ 3.86% |
$184K - $205K
|
26.8K
$6.65M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
996New |
$184K - $205K
|
996
$247K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
995New |
$183K - $205K
|
995
$247K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
994New |
$183K - $204K
|
994
$246K
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
992New |
$183K - $204K
|
992
$246K
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
BUY
|
- |
990New |
$183K - $204K
|
990
$245K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
985+ 11.7% |
$182K - $203K
|
9.4K
$2.33M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
984New |
$181K - $202K
|
984
$244K
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
982New |
$181K - $202K
|
982
$243K
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
979+ 2.64% |
$181K - $201K
|
38K
$9.43M
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
978New |
$180K - $201K
|
978
$243K
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
977New |
$180K - $201K
|
977
$242K
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
976New |
$180K - $201K
|
976
$242K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
976New |
$180K - $201K
|
976
$242K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
974New |
$180K - $200K
|
974
$242K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
971+ 10.6% |
$179K - $200K
|
10.1K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
956+ 2.19% |
$176K - $197K
|
44.6K
$11.1M
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
952+ 36.77% |
$176K - $196K
|
3.54K
$878K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
950+ 15.19% |
$175K - $195K
|
7.21K
$1.79M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
924+ 23.18% |
$170K - $190K
|
4.91K
$1.22M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
917+ 6.83% |
$169K - $189K
|
14.3K
$3.56M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
910+ 76.02% |
$168K - $187K
|
2.11K
$522K
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
900+ 7.38% |
$166K - $185K
|
13.1K
$3.25M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
899+ 244.96% |
$166K - $185K
|
1.27K
$314K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
895+ 3.78% |
$165K - $184K
|
24.6K
$6.09M
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
876+ 2.68% |
$162K - $180K
|
33.6K
$8.33M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
873+ 17.55% |
$161K - $180K
|
5.85K
$1.45M
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
861+ 0.92% |
$159K - $177K
|
94.6K
$23.5M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
849+ 203.6% |
$157K - $175K
|
1.27K
$314K
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
847+ 2.24% |
$156K - $174K
|
38.7K
$9.6M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
807+ 3.5% |
$149K - $166K
|
23.9K
$5.92M
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
807+ 3.36% |
$149K - $166K
|
24.8K
$6.15M
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
801+ 73.08% |
$148K - $165K
|
1.9K
$470K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
796+ 8.03% |
$147K - $164K
|
10.7K
$2.65M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
782+ 5.53% |
$144K - $161K
|
14.9K
$3.7M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
779+ 0.16% |
$144K - $160K
|
475K
$118M
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
776+ 29.19% |
$143K - $160K
|
3.43K
$851K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
769+ 58.3% |
$142K - $158K
|
2.09K
$518K
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
768+ 6.15% |
$142K - $158K
|
13.2K
$3.28M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
766+ 39.96% |
$141K - $158K
|
2.68K
$665K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
761+ 3.36% |
$140K - $157K
|
23.4K
$5.81M
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
753+ 0.92% |
$139K - $155K
|
82.4K
$20.4M
|