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 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
751+ 6.51% |
$138K - $154K
|
12.3K
$3.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
750+ 12.88% |
$138K - $154K
|
6.58K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
750+ 47.8% |
$138K - $154K
|
2.32K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
750+ 72.18% |
$138K - $154K
|
1.79K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
750+ 16.48% |
$138K - $154K
|
5.3K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
747+ 47.79% |
$138K - $154K
|
2.31K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
746+ 4.75% |
$138K - $153K
|
16.4K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
737+ 2.04% |
$136K - $152K
|
36.8K
$9.2M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
735+ 51.83% |
$136K - $151K
|
2.15K
$538K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
715+ 17.38% |
$132K - $147K
|
4.83K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
715+ 38.3% |
$132K - $147K
|
2.58K
$645K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
708+ 34.39% |
$131K - $146K
|
2.77K
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
700+ 57.24% |
$129K - $144K
|
1.92K
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
700+ 37.9% |
$129K - $144K
|
2.55K
$636K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
686+ 1.86% |
$127K - $141K
|
37.6K
$9.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
684+ 11.26% |
$126K - $141K
|
6.76K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
654+ 10.35% |
$121K - $135K
|
6.98K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
635+ 12.95% |
$117K - $131K
|
5.54K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
634+ 0.33% |
$117K - $130K
|
193K
$48.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
618+ 17.45% |
$114K - $127K
|
4.16K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
613+ 4.32% |
$113K - $126K
|
14.8K
$3.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
612+ 10.5% |
$113K - $126K
|
6.44K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
612+ 0.71% |
$113K - $126K
|
86.6K
$21.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
600+ 46.51% |
$111K - $123K
|
1.89K
$472K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
600+ 14.53% |
$111K - $123K
|
4.73K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
- |
596+ 5.43% |
$110K - $123K
|
11.6K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
594+ 22.41% |
$110K - $122K
|
3.25K
$811K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
587+ 13.84% |
$108K - $121K
|
4.83K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
581+ 10.34% |
$107K - $120K
|
6.2K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
573+ 11.93% |
$106K - $118K
|
5.38K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
565+ 3.47% |
$104K - $116K
|
16.9K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
563+ 4.05% |
$104K - $116K
|
14.5K
$3.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
561+ 3.5% |
$103K - $115K
|
16.6K
$4.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
553+ 1.62% |
$102K - $114K
|
34.7K
$8.66M
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
544+ 1.33% |
$100K - $112K
|
41.4K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
543+ 1.53% |
$100K - $112K
|
36K
$8.99M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
541+ 32.77% |
$99.8K - $111K
|
2.19K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
537+ 28.13% |
$99K - $110K
|
2.45K
$611K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
535+ 19.53% |
$98.7K - $110K
|
3.27K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
533New |
$98.3K - $110K
|
533
$133K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
528+ 4.86% |
$97.4K - $109K
|
11.4K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
526+ 14.32% |
$97K - $108K
|
4.2K
$1.05M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
523+ 0.72% |
$96.5K - $108K
|
72.7K
$18.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
522+ 4.34% |
$96.3K - $107K
|
12.5K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
517+ 1.97% |
$95.3K - $106K
|
26.7K
$6.67M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
513+ 4.88% |
$94.6K - $106K
|
11K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
513+ 15.12% |
$94.6K - $106K
|
3.91K
$976K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
512+ 10.8% |
$94.4K - $105K
|
5.25K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
504+ 3.95% |
$92.9K - $104K
|
13.3K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
503+ 5.83% |
$92.8K - $103K
|
9.14K
$2.28M
|