Purchases and Sales Made in Q2 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.06K- 3.37% |
$658K - $727K
|
117K
$28.2M
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.14K- 35.58% |
$671K - $741K
|
7.5K
$1.82M
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-4.2KClosed |
$680K - $750K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-4.31K- 22.94% |
$698K - $771K
|
14.5K
$3.51M
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.37K- 76.8% |
$708K - $782K
|
1.32K
$320K
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-4.38K- 29.42% |
$709K - $783K
|
10.5K
$2.54M
|
|
Aug 16, 2021
Q2 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.47K- 47.19% |
$723K - $799K
|
5K
$1.21M
|
|
Aug 11, 2021
Q2 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.5K- 7.17% |
$729K - $804K
|
58.2K
$14.1M
|
|
Jul 26, 2021
Q2 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.64KClosed |
$752K - $830K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.65K- 10.41% |
$752K - $831K
|
40K
$9.68M
|
|
Aug 13, 2021
Q2 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-4.71K- 4.87% |
$762K - $841K
|
92K
$22.3M
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.8K- 1.57% |
$777K - $858K
|
300K
$72.8M
|
|
Aug 11, 2021
Q2 2021
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.82K- 2.41% |
$780K - $861K
|
195K
$47.3M
|
|
Aug 05, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-4.84K- 46.08% |
$784K - $866K
|
5.67K
$1.37M
|
|
Aug 13, 2021
Q2 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-5.42KClosed |
$877K - $968K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.58K- 3.42% |
$903K - $997K
|
157K
$38.1M
|
|
Aug 16, 2021
Q2 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-5.68K- 12.02% |
$920K - $1.02M
|
41.6K
$10.1M
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.73KClosed |
$928K - $1.02M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.85K- 32.69% |
$947K - $1.05M
|
12K
$2.92M
|
|
Jul 21, 2021
Q2 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-6.01KClosed |
$973K - $1.07M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.11K- 22.24% |
$989K - $1.09M
|
21.4K
$5.17M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.22K- 5.12% |
$1.01M - $1.11M
|
115K
$27.9M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.23K- 16.03% |
$1.01M - $1.11M
|
32.7K
$7.91M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.25K- 45.13% |
$1.01M - $1.12M
|
7.61K
$1.84M
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.29K- 23.15% |
$1.02M - $1.12M
|
20.9K
$5.06M
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.3K- 12.1% |
$1.02M - $1.13M
|
45.8K
$11.1M
|
|
Aug 16, 2021
Q2 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-6.35K- 67.78% |
$1.03M - $1.13M
|
3.02K
$731K
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-6.37KClosed |
$1.03M - $1.14M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.37K- 10.06% |
$1.03M - $1.14M
|
57K
$13.8M
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.7K- 65.69% |
$1.08M - $1.2M
|
3.5K
$847K
|
|
Aug 09, 2021
Q2 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-6.7K- 77.87% |
$1.08M - $1.2M
|
1.9K
$461K
|
|
Aug 13, 2021
Q2 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-6.95K- 4.03% |
$1.13M - $1.24M
|
166K
$40.1M
|
|
Jul 20, 2021
Q2 2021
|
Coho Partners, Ltd.
|
SELL
|
- |
-7.01K- 8.11% |
$1.13M - $1.25M
|
79.4K
$19.2M
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.08K- 4.87% |
$1.15M - $1.27M
|
138K
$33.5M
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.3K- 4.12% |
$1.18M - $1.31M
|
170K
$41.2M
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-7.5K- 4.75% |
$1.21M - $1.34M
|
150K
$36.4M
|
|
Aug 10, 2021
Q2 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-7.5K- 50.0% |
$1.21M - $1.34M
|
7.5K
$1.82M
|
|
Aug 12, 2021
Q2 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-7.5KClosed |
$1.21M - $1.34M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.67K- 20.72% |
$1.24M - $1.37M
|
29.4K
$7.11M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.75K- 37.41% |
$1.25M - $1.39M
|
13K
$3.14M
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.81K- 50.69% |
$1.27M - $1.4M
|
7.6K
$1.84M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.86K- 1.87% |
$1.27M - $1.4M
|
412K
$99.8M
|
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
SELL
|
- |
-8.07K- 24.08% |
$1.31M - $1.44M
|
25.4K
$6.16M
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-8.07K- 22.55% |
$1.31M - $1.44M
|
27.7K
$6.72M
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.11K- 24.6% |
$1.31M - $1.45M
|
24.9K
$6.02M
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.2K- 81.99% |
$1.33M - $1.47M
|
1.8K
$436K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.25K- 22.5% |
$1.34M - $1.47M
|
28.4K
$6.88M
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8.57K- 7.95% |
$1.39M - $1.53M
|
99.3K
$24M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-8.71K- 21.23% |
$1.41M - $1.56M
|
32.3K
$7.83M
|
|
Aug 11, 2021
Q2 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-8.97K- 5.22% |
$1.45M - $1.6M
|
163K
$39.5M
|